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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
When using Coefficient for bulk call log import, existing activities remain completely unaffected because the platform uses “Insert” operations to create new activity records rather than updating existing ones. This preserves all historical Salesforce data while adding new records.
Understanding this behavior helps you confidently import large volumes of activity data without risking existing historical records or disrupting current workflows.
Preserve existing activity history while adding new records using Coefficient
Coefficient’s insert-only approach creates entirely new Task or Event records without modifying existing activities. All historical call logs, tasks, and events remain unchanged, with new activities appearing chronologically in Activity History related lists on Salesforce contact records.
How to make it work
Step 1. Understand Coefficient’s insert-only behavior.
Every import creates new activity records with unique Salesforce IDs. Existing activity IDs, timestamps, and data remain completely intact. There’s no risk of data loss or historical record modification during bulk imports.
Step 2. Implement duplicate prevention strategies.
Use unique external ID fields to prevent duplicate creation, or apply date/contact combination logic in your spreadsheet to identify potential duplicates before import. Query existing activities using Coefficient to check for overlaps.
Step 3. Validate new records before import.
Use spreadsheet formulas to check for duplicate date/contact combinations like `=COUNTIFS(ContactColumn,A2,DateColumn,B2)>1`. This identifies potential conflicts with existing data before creation.
Step 4. Track all newly created records.
Coefficient’s results tracking captures all created record IDs, providing clear audit trails. Use this data to identify and delete newly created records if rollback is needed, with Salesforce Recycle Bin providing 30-day recovery.
Step 5. Monitor results for data integrity.
Review Coefficient’s results summary showing successful creations versus failures. New activities appear in chronological order within existing Activity History, maintaining the complete timeline.
Import with confidence and data integrity
This insert-only approach eliminates risk to existing data while providing clear audit trails for all newly created records. You get reliable bulk processing without compromising historical activity data. Start importing your call logs safely today.
