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How to Add Activity in Salesforce Lightning

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Here’s a step-by-step tutorial on how to add activity in Salesforce Lightning:

  1. Open the record page (e.g., Lead, Opportunity) where you want to create a related activity.
  2. Select a record.
  3. Look for a section titled Activities or a similar label.
  4. Choose the Activity Type and fill in the details.
  5. For example, you can click on the New Task button to create a task for the Lead.
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