How to Add Activity in Salesforce Lightning

Updated on:

May 11, 2026

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Use this interactive demo to learn how to log and track activities on a Salesforce Lightning record.

Quick summary

Adding an activity in Salesforce Lightning lets you log tasks, calls, and events directly on a Lead or Opportunity record. This keeps your team's pipeline data accurate and ensures every customer interaction is tracked in one place.

Steps

Open the record page (such as a Lead or Opportunity) where you want to create a related activity.
Select a record from the list to open its detail view.
Locate the Activities section on the record page — look for a panel titled Activities or a similar label.
Choose the Activity Type and fill in the relevant details for the activity.
Click the New Task button to create and save a task linked to the Lead or record.

📌 Why this matters

Logging activities directly on Salesforce Lightning records gives sales teams a complete, real-time view of every customer touchpoint — from calls and emails to follow-up tasks. This ensures no deal falls through the cracks and that managers can coach reps based on accurate activity data. For teams relying on Salesforce as their CRM, mastering activity tracking in Lightning is essential for maintaining pipeline hygiene and forecasting accuracy.

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