How to bulk create call log activities for multiple contacts in Salesforce without data loader

using Coefficient excel Add-in (500k+ users)

Learn how to bulk create call log activities for multiple Salesforce contacts without Data Loader using spreadsheets and direct CRM integration.

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You can bulk create call log activities for multiple contacts without installing Data Loader by using Coefficient to push activity data directly from your spreadsheet to Salesforce .

This approach eliminates the technical complexity of Data Loader while giving you the same bulk processing power through a familiar spreadsheet interface.

Create thousands of call logs directly from your spreadsheet using Coefficient

Salesforce Data Loader requires desktop installation and technical expertise, but Coefficient lets you bulk import call logs directly from Google Sheets or Excel. You can process up to 10,000 records per batch with automatic field mapping and real-time error handling.

How to make it work

Step 1. Prepare your call log data in spreadsheet format.

Create columns for Contact ID (or external identifier), Activity Date, Call Type, Subject/Comments, Duration, and Call Result. Use spreadsheet formulas to standardize date formats and clean text data before import.

Step 2. Connect Coefficient to your Salesforce org.

Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Authenticate with your Salesforce credentials to establish the connection.

Step 3. Configure the bulk export to create Task records.

Select “Insert” action to create new activity records. Map your spreadsheet columns to Salesforce Activity fields like Subject, ActivityDate, and WhoId. Coefficient automatically recognizes standard fields and provides mapping suggestions.

Step 4. Set your batch size and execute the import.

Configure batch size (default 1000, maximum 10,000 records) based on your org’s API limits. Use the preview functionality to validate data before execution, then monitor progress through real-time status tracking.

Step 5. Review results and handle any errors.

Coefficient provides detailed results showing which records succeeded or failed with specific error messages. Failed records can be fixed and re-imported without affecting successful ones.

Start bulk importing your call logs today

This method gives you Data Loader’s bulk processing power without the technical overhead. The spreadsheet interface makes data preparation easier while automatic error handling ensures reliable imports. Try Coefficient to streamline your call log creation process.

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