Plan and Prepare for your Discovery Implementation

Learn how to set up your discovery and configure foundational settings to start automating your asset discovery.

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service that have Discovery enabled.

Set Up Discovery using Salesforce Go
Swiftly enable Salesforce Discovery to automate asset identification and synchronization in just a few steps by using Salesforce Go. Use the guided setup experience to turn on the Discovery feature, install the agentless discovery application, and configure targets and credentials. Reduce manual setup and ensure accurate CMDB population with a single activation flow.
Permission Sets for Discovery
The Discovery permission sets control access to key discovery features in Salesforce IT Service. The permission set groups determine who can view, manage, and execute discovery operations such as scans, targets, and credential management. Use these permission sets to assign the appropriate access for asset discovery and its related configuration data.
Key Steps to Implement Discovery
Understand the key steps to implement Discovery from start to finish. Learn how to configure credentials, define discovery applications and targets, schedule scans, and process discovered data into CMDB. Follow this structured approach to automate asset detection, maintain data accuracy, and ensure complete visibility across your IT environment.

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