Open Activity and Activity History in Lightning Experience Salesforce

Configuring the Activities in Lightning Record Pages

Nickson Joram

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Many people are still preferring Salesforce Classic even though the Lightning Experience gives a greater adventure in Salesforce. One of the main reasons is the altered way of handling some functionalities that is very familiar due to the extensive use of Salesforce Classic for a long time.

People are just missing how comfortably they were working in Salesforce Classic and couldn’t adapt to the new releases with Lightning Experience.

In this article, we are going to discuss such a thing that is possible to be adapted in Lightning Experience as it is in Salesforce Classic and how it is behaving in Lightning Experience.

Before start looking at these functionalities, let’s discuss a bit about the Activity Management that Salesforce performs.

Tasks and Events are the elements of activities. Salesforce Activity and Work Management tools can assist you and your sales team in effectively organizing and managing your day, as well as preparing for any meetings and identifying which task is the most important right now.

A task is an action that isn’t planned for a specific day or time. It’s a to-do item that doesn’t have to have a deadline. For example, a list of emails that the user needs to send. An event is a calendar event (for example, meetings) that takes place on a certain date and time.

Image by Author — Creating a new Task in Classic
Image by Author — Creating a new Event in Classic

A user can quickly schedule tasks and events, assign them to other team members, prioritize them by the due date, and track them using custom lists and dashboards. The user can also use automatic alerts as well. Custom fields, Validation rules, Record types, and Page Layouts can all be used to personalize Tasks and Events.

Activities can be linked to objects like Accounts, Contacts, Cases, and Opportunities, or they can be used on…

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