Salesforce how to add activity in salesforce lightning
- George Apostolov
- 05 Sep 2025
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.
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