App Tutorial

Adding Activities in Salesforce Lightning: A Guide (6 Steps)

TL;DR

Learn to add emails and call logs as activities in Salesforce Lightning by navigating through Setup to Object Manager, modifying page layouts, and ensuring actions are added to the Mobile & Lightning Experience Actions section. This process enhances CRM capabilities by tracking customer interactions effectively.

Automate your Salesforce activities with Bardeen to save time and ensure comprehensive customer interaction tracking.

How to Add Activity in Salesforce Lightning

Adding activities in Salesforce Lightning is a critical task for managing customer relationships effectively. Activities can include tasks, events, emails, and calls that help in tracking interactions with customers. This guide will walk you through the process of adding different types of activities within Salesforce Lightning, focusing on emails and call logs, and managing the Salesforce Lightning Activity Tab.

Automate your Salesforce activities and improve productivity with Bardeen. Start by downloading the Bardeen app.

How to Add Email to Activity in Salesforce Lightning

To add an email to the Activity Tab in Salesforce Lightning, follow these steps:

  1. Go to Setup by clicking the gear icon, then select Object Manager.
  2. Search for and select the object you wish to modify (e.g., Contacts, Leads).
  3. Click on Page Layouts in the left sidebar, then select the specific layout you want to edit.
  4. In the layout editor, locate the Mobile & Lightning Actions section.
  5. Search for the Email action in the Quick Find box, then drag and drop the Email action into the Mobile & Lightning Experience Actions section.
  6. Save your changes to add the Email tab to the Activity Tab for the selected object.

How to Add Log a Call to Activity Salesforce Lightning

Logging a call in Salesforce Lightning involves a similar process to adding an email activity. Here's how you can do it:

  1. Access Setup and navigate to Object Manager.
  2. Select the object where you want to log calls (e.g., Accounts, Opportunities).
  3. Choose Page Layouts and then the layout you're working with.
  4. Find the Mobile & Lightning Actions section in the layout editor.
  5. Use the Quick Find box to locate the Log a Call action, then drag it to the Mobile & Lightning Experience Actions area.
  6. Click Save to finalize adding the Log a Call tab to the Activity Tab.

Salesforce Lightning Activity Tab

The Salesforce Lightning Activity Tab is a centralized location for all activities related to a record. It displays tasks, events, emails, and call logs, allowing users to get a comprehensive view of interactions with a customer. If the Activity Tab is not showing the newly added Email or Log a Call actions, ensure you have followed the steps to add these actions correctly and have saved your changes. Additionally, check your page layout assignments to make sure the correct layouts are assigned to the appropriate profiles.

Explore how integrating Salesforce with other apps can automate your workflow. Learn more in our Salesforce Integration Workflow Automation Guide.

Understanding how to effectively add and manage activities in Salesforce Lightning can significantly enhance your CRM capabilities, ensuring that all customer interactions are logged and accessible for future reference.

Discover useful Salesforce shortcuts and automations by visiting our Salesforce integrations page.

Automate Salesforce Tasks Easily with Bardeen

While the manual process of adding activities in Salesforce Lightning is straightforward, automating your Salesforce activities can significantly enhance productivity and ensure no customer interaction goes untracked. With Bardeen, you can automate various Salesforce tasks, from creating opportunities to importing company details, thus freeing up more time to focus on building customer relationships.

Here are a few examples of how Bardeen can automate your Salesforce processes:

  1. Create a new Salesforce opportunity: Automate the creation of new sales opportunities directly within Salesforce, streamlining your sales pipeline management.
  2. Import Company Details into Salesforce: Automatically import essential company details into Salesforce, ensuring your CRM is always up-to-date with the latest lead information.
  3. Create a new Salesforce contact: Instantly add new contacts to your Salesforce CRM, saving time and reducing manual data entry.

By leveraging these Bardeen automations, you can enhance your CRM capabilities and ensure your Salesforce Lightning activities are always current and comprehensive. Get started by downloading the Bardeen app.

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