Coefficient eliminates the need to work directly with API endpoints by automatically handling Salesforce API integration behind the scenes. Instead of managing REST or Bulk API calls manually, you get a spreadsheet interface that handles all technical complexity.
This approach gives you the same bulk processing power without needing to understand authentication flows, error handling, or endpoint management.
Skip API complexity and create call logs with custom comments using Coefficient
While Salesforce offers Task Object API, Event Object API, and Bulk API 2.0 for call log creation, Coefficient automatically selects the optimal API based on your record volume and org settings. You focus on data preparation while the platform manages authentication, retries, and error handling.
How to make it work
Step 1. Prepare your call log data with custom comments.
Create columns for contact information, call details, and custom comments. Map your comment data to Salesforce’s “Description” field for detailed notes, “Subject” for call summaries, or custom fields if using Call objects.
Step 2. Let Coefficient handle API selection automatically.
The platform chooses between REST API for smaller batches and Bulk API 2.0 for large volumes (1000+ records). OAuth flow and MFA requirements are managed without manual token management.
Step 3. Map your data to Salesforce Activity fields.
Use automatic field mapping to connect your spreadsheet columns to fields like Description (for custom comments), Subject (for call titles), and ActivityDate. Preview functionality shows exactly what will be created.
Step 4. Execute the bulk creation with built-in error handling.
Coefficient automatically retries failed requests and provides clear error messages instead of raw API responses. Progress tracking shows real-time status without needing to monitor API calls directly.
Focus on your data, not API management
This approach gives you enterprise-grade API integration without the technical overhead. You get reliable bulk processing with custom comment support through a familiar spreadsheet interface. Start creating call logs without touching a single API endpoint.