---
schema_version: "1"
id: e8b47408919d8f4979f60128467b67ceacdaaa00dc2de44fb648f1182fe4ec47
title: Set Up Customer Service Incident Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/incident_mgmt_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.incident_mgmt_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8f60ceb8e5c733716905df3cddfbe87eef7e36e47faeb4583aaf4cfc4bcb147d
description: Learn how to turn on Customer Service Incident Management and give users access. Customer Service Incident Management is automatically enabled for all orgs created after the Winter ’22 release.
products:
  - Service Cloud
release: "264"
---
# Set Up Customer Service Incident Management

Learn how to turn on Customer Service Incident Management and give users access. Customer Service Incident Management is automatically enabled for all orgs created after the Winter ’22 release.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_tip.png)

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

1. **[Enable Customer Service Incident Management](https://help.salesforce.com/s/articleView?id=service.incident_mgmt_enable_incident_management.htm&release=264.0.0&type=5)**  
    Turn on Customer Service Incident Management in a few steps and let your service time start to track, diagnose, and prevent service interruptions from reoccurring—all within Salesforce.
2. **[Give Users Access to Customer Service Incident Management](https://help.salesforce.com/s/articleView?id=service.incident_mgmt_assign_access.htm&release=264.0.0&type=5)**  
    To give your users access to Customer Service Incident Management features, assign user profiles access to incidents, problems, and changes requests.
3. **[Automate with Customer Service Incident Management](https://help.salesforce.com/s/articleView?id=service.incident_mgmt_automate.htm&release=264.0.0&type=5)**  
    Seamlessly resolve issues with automation tools for Customer Service Incident Management.
4. **[Set Up Customer Service Incident Management Integrations](https://help.salesforce.com/s/articleView?id=service.incident_mgmt_integrations.htm&release=264.0.0&type=5)**  
    Integrate Customer Service Incident Management with partner systems to identify potential issues and proactively address them before they become showstoppers.
5. **[Add Related Items to Your Incident and Case Page Layouts](https://help.salesforce.com/s/articleView?id=service.incident_mgmt_add_related_to_cases.htm&release=264.0.0&type=5)**  
    To see case-related incidents, problems, and change requests from the case record, add a related list to the Case page layout. And for orgs with Customer Service Incident Management enabled before Winter ’24, add the Product field to see related products from the Incident page layout.
6. **[Report On Customer Service Incident Management](https://help.salesforce.com/s/articleView?id=service.incident_mgmt_reporting.htm&release=264.0.0&type=5)**  
    See how your team resolves incidents with the Customer Service Incident Management dashboard managed package. Track how many incidents, problems, and change requests were created and closed. And measure user adoption with monthly active users.