---
schema_version: "1"
id: 1421756972582a06099c04e6dc2d8283d0b94c862f3ac2e4f6f9c42ef87bc995
title: Customize Case Page for Proactive Customer Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_pco_setup_case_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_pco_setup_case_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e4691e1d9502c2c5ee1a9e5e99118bcc9191e5409e3ed27119ae32a275380e6b
description: Add the Related Incidents component and the Related Incidents Banner component to the case Lightning record page so that service reps can relate a case to the incident that's causing it, and see at a glance when a case is tied to an active incident.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Customize Case Page for Proactive Customer Operations

Add the Related Incidents component and the Related Incidents Banner component to the case Lightning record page so that service reps can relate a case to the incident that's causing it, and see at a glance when a case is tied to an active incident.

### 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;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Service Cloud and Agentforce IT Service.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d122852e72">User Permissions Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d122852e72 ">To edit a Lightning record page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d122852e72 ">Customize Application</td>

          </tr>
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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)

Note The **Related Incidents** and **Related Incidents Banner** components are automatically available on the case page in all orgs created after the Winter '27 release.

If the components aren't already on your case page, add them in the Lightning App Builder. For how to open and edit a Lightning record page, see [Customize Lightning Pages for Lightning Console Apps](https://help.salesforce.com/s/articleView?id=service.console_lex_custom_pages.htm&type=5&language=en_US).

1. Open a case record, and from the Setup menu, select **Edit Page**.
2. In the Lightning App Builder, drag the **Related Incidents** component to the region where you want service reps to relate cases.
    
    Reps use the Related Incidents component to relate cases to incidents manually. To let reps use AI-based incident recommendations instead, set up the Service Assistant and add the Service Assistant component. See [Set Up the Service Assistant for Incident Recommendations](https://help.salesforce.com/s/articleView?id=service.it_srvcs_pco_setup_sa.htm&release=264.0.0&type=5 "Set up the Service Assistant to provide AI-based incident recommendations for cases. The Service Assistant uses Data Cloud to compare new cases with open incidents.").
3. Drag the **Related Incidents Banner** component to the top of the page.
    
    The banner tells reps when a case is related to active incidents, and links to those incidents.
4. Click **Save**, and then activate the page.