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            Customize the Case Lightning Record Page

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            Customize the Case Lightning Record Page

            To make sure that the collections specialists can view and edit case source details and to verify that the case is correctly linked to the collection plan, add the case source field to the case information section of the case page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To customize the Case Lightning record page:

            Collections and Recovery Admin permission set

            AND

            Modify All Data permission

            AND

            Customize Application permission
            1. From the object management settings for the Case object, go to Case Page Layouts.
            2. Open the page layout that you want to edit.
            3. On the palette, select Fields.
            4. Drag the case source field from the object palette to the Case Information section.
            5. Save your changes.
             
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