In Salesforce, the "Allow users to relate multiple contacts to events and tasks" permission (also known as Shared Activities) allows a single task to be linked to up to 50 contacts. When this permission is enabled and you need to associate multiple contacts with task records in bulk, you must use the TaskRelation object via Salesforce Data Loader , not the Task object itself.
Warning : Always back up your data before performing any data operation. See Export Backup Data from Salesforce or Export Data for more details. It is recommended to run a test with a small subset of records to ensure the operation was successful through manually opening and verifying that the corresponding records are correct in Salesforce.
Note: The task records need to already exist in the org in order to follow this process. If the task records don't exist in your org yet, please refer the article on Import Tasks or Events (Activity History) into existing records and create Tasks using Data Loader. Leave the WhoID (Name) field blank during the initial task creation process.
Now create a separate csv sheet with columns: TaskID, IsWhat, and RelationID
TaskID - The ID of the task to be associated with multiple contacts
IsWhat - This is set to False since we are setting a WhoID field
RelationID - The ID of the contact to be associated
Populate an individual row for each task / contact combination. So, if a task is associated with 2 contacts, that task should show in 2 rows.
| TASKID | ISWHAT | RELATIONID |
| 00Txxxxxxxxx2Ef | FALSE | 003Axxxxxxxxx0Ab |
| 00Txxxxxxxxx2Ef | FALSE | 003Axxxxxxxxx1cD |
Once the CSV file is complete and saved, use Data Loader to upload the file to the TaskRelation object:
Note: Users can relate up to 50 contacts (but only 1 lead) to an event or a task
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