Salesforce how to add activity in salesforce lightning
- George Apostolov
Salesforce how to add activity in salesforce lightning: step-by-step guide
Open the record page (e.g., Lead, Opportunity) where you want to create a related activity.
Select a record.
Look for a section titled Activities or a similar label.
Choose the Activity Type and fill in the details.
For example, you can click on New Task button to create a task for the Lead.
Quick answer: To add an activity in Salesforce, open the desired record page, select a record, and locate the Activities section. Choose the activity type, such as clicking the New Task button, and fill in the required details to create the related activity.
About this Salesforce tutorial
Create related tasks and events in Salesforce by opening a record page, locating the Activities section, and entering the activity details. This guide covers salesforce how to add activity in salesforce lightning in 5 steps, starting with "Open the record page (e.g., Lead, Opportunity) where you want to create a related activity" and finishing with "For example, you can click on New Task button to create a task for the Lead". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce how to add activity in salesforce lightning take?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Add Attachment Field in Salesforce, Salesforce - how to add banner in salesforce and Salesforce - How to Add Campaign Member Status in Salesforce. Last reviewed 05 Oct 2026.
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