Skip to content
Upcells

Edit Salesforce in a spreadsheet.

Upcells exports your records to Excel, lets you edit them like any other spreadsheet, and syncs your changes back to Salesforce — with a field-by-field preview before anything is written.

Runs entirely on your machine. Your Salesforce data never touches our servers.

Salespeople live in spreadsheets. CRM data lives in Salesforce.

Updating records one at a time through the Salesforce UI is slow. Data Loader and Workbench are built for admins. Copy-pasting between Excel and Salesforce is how data goes wrong — wrong picklist values, missed records, no audit trail.

The result: salespeople either skip updating Salesforce, and the data goes stale, or they spend Friday afternoons clicking through forms instead of selling.

There's a better way to keep Salesforce up to date. It's the spreadsheet you already use.

Three steps. No SOQL, no admin permissions, no copy-paste.

  1. 1

    Connect

    Sign in to your Salesforce org with OAuth — Production, Sandbox, or Dev. Pick the object you want to work with: Account, Opportunity, Contact, Lead, or any custom object you have access to.

  2. 2

    Export

    Choose your fields visually, including related fields like Account.Name on an Opportunity. Upcells builds the query, runs it, and exports to Excel with picklist dropdowns auto-populated from your org.

  3. 3

    Edit and sync back

    Edit in Excel, Numbers, or Google Sheets. Drop the file back into Upcells. See exactly what's changed, field by field. Click Apply. Done.

Everything you need to make Salesforce data move at spreadsheet speed.

Visual query builder

Pick objects, fields, and filters from a clean interface. Pull in related fields from parent records — Account.Owner.Name on an Opportunity, no joins to write. Power users can switch to a SOQL editor when they need it.

Real Excel picklist dropdowns

Restricted picklist fields export as actual Excel data-validation dropdowns. Your team can only pick valid values. No more "Closed Won" vs "closed won" vs "Won" cleanup.

Activity columns

Add a Note, Task, Log Call, Event, or Feed Post for any record by filling a single cell. Upcells creates the corresponding Salesforce activity on import. The fastest way to log a week's worth of calls.

Safe diff preview

Every change is shown side-by-side — old value, new value, with picklist warnings flagged before you commit. Nothing writes to Salesforce until you click Apply.

Saved queries with team sharing

Save the queries you use every week. Export them as JSON, share with your team. Your forecast workflow becomes one click for everyone.

Local-first by design

Upcells runs on your machine. Your credentials live in your OS keychain. Data flows directly between your computer and Salesforce — Upcells never sees it.

Two plans. No per-seat headaches.

Standard

The full data workflow: query, export, edit, sync, action columns, saved queries, team sharing.

TODO / TODO

Get Standard

Admin

Everything in Standard, plus org optimisation tools: unused field detection, duplicate finder, ownership distribution analyser.

TODO / TODO

Get Admin

Both plans: device-locked licensing, 7-day offline grace, free updates. TODO: confirm trial policy.

Frequently asked questions.

Five quick answers. Longer FAQs live on the pricing and features pages.

Does my data go through your servers?
No. Upcells is a desktop app — your Salesforce data flows directly between your machine and your Salesforce org. We don't run a backend that sees your records. Your credentials are stored in your operating system's keychain.
Is this an official Salesforce product?
No. Upcells is independent. We connect to Salesforce through their official REST API and use OAuth for authentication, but we're not affiliated with, endorsed by, or sponsored by Salesforce, Inc.
What permissions does Upcells need in my Salesforce org?
Upcells uses OAuth, which means it can only do what your Salesforce user can already do. If your profile can't edit a field, Upcells can't either. You can revoke access at any time from your Salesforce Connected Apps settings.
What happens if a sync fails partway through?
Upcells writes in batches of 200 records via Salesforce's Composite API. If a record fails, you see exactly which one and why — without affecting the records that succeeded. Fix the spreadsheet and re-sync only the failed rows.
Does it work with custom objects?
Yes. Upcells works with any object your user has access to — standard or custom.

Stop maintaining Salesforce. Start updating it.

Download Upcells, connect your org, and clean up your pipeline before lunch.