Yes, Coefficient provides flexible options for bulk task creation as an alternative to call logs. Creating completed Task records instead of Call or Event records often provides better reporting capabilities and integration with standard Salesforce workflows.
This workaround gives you enhanced reporting options and easier data access while maintaining the same bulk creation efficiency.
Create completed tasks for better Salesforce reporting using Coefficient
Tasks integrate better with Salesforce reporting and dashboards compared to custom call log objects. They appear in standard Activity History related lists and are included in all standard activity reports, making historical data more accessible for analysis and workflow automation.
How to make it work
Step 1. Target the Task object instead of Call or Event objects.
Use Coefficient’s Export to Salesforce feature targeting the Task object. This gives you access to more flexible custom field options and better API support than custom call log objects.
Step 2. Configure required fields for completed tasks.
Set up your spreadsheet with columns for WhoId (Contact ID), Subject (task description), Status (set to “Completed”), ActivityDate (completion date), and Description (detailed notes). Use TaskSubtype as “Call” or “Email” depending on activity type.
Step 3. Use spreadsheet formulas to set consistent status values.
Apply formulas like `=IF(A2<>“”,”Completed”,””)` to automatically set the Status field to “Completed” for all records. Use Coefficient’s Formula Auto Fill Down to apply this to new data automatically.
Step 4. Map contact identifiers to Salesforce Contact IDs.
Use Coefficient’s lookup capabilities or VLOOKUP formulas to match contact names or email addresses to their Salesforce Contact IDs. This ensures proper record association.
Step 5. Execute bulk insert operation with batch processing.
Process your completed tasks in configurable batches with real-time progress tracking. Monitor results to ensure all tasks are properly created and associated with the correct contacts.
Get better activity reporting with task records
This approach provides superior long-term reporting and integration capabilities while maintaining bulk creation efficiency. Tasks work seamlessly with Salesforce’s standard reporting tools and workflow automation. Start creating completed tasks for better activity tracking today.