Upcells starts with one workflow — pull data out of Salesforce, edit it in a spreadsheet, push it back safely — and adds a copilot that runs entirely on your machine. Here's everything, grouped the way the plans are.
The data workflow · Core
Click your way through objects and fields — no SOQL required. Filter by any field with the
operators you'd expect (equals, contains,
greater than,
in list). Add related
fields from parent records: Account.Industry, Owner.Email,
LastModifiedBy.Name.
When you need more control, toggle into the Advanced SOQL editor and write the query
directly.
Restricted picklist fields export as native Excel data-validation dropdowns. Open your file in Excel and you'll see the same options your team sees in Salesforce. No more typos, no more cleanup imports later.
Five special columns turn cells into Salesforce activities on import.
Adds a Chatter post to the record.
Creates a Note attached to the record.
Creates a Task with the cell content as the subject.
Creates a logged call activity.
Creates a calendar event.
Fill the cell, sync, done. The fastest way to log a week's worth of customer interactions in one go.
Drop your edited file back into Upcells and see a field-by-field comparison: what was, what will be, what will fail. Picklist values are validated against your org. Required fields are checked. Nothing writes to Salesforce until you review the diff and click Apply.
Save any query for later. Export queries as JSON files and share them with your team — they import them into their own Upcells, and the same workflow works on their org. The weekly forecast pull becomes one click for everyone on the team.
Connect Production, Sandbox, and Developer orgs side-by-side. Switch between them with one click. Each connection's tokens live in your OS keychain, separately encrypted.
Open Upcells and see your org at a glance: account count, opportunity count, contact count, API quota remaining. Useful before kicking off a big export — you'll know if you're close to a governor limit before you hit it.
The private AI copilot · Accelerator
Everything here runs on a local model, on your machine. No cloud inference, no data leaving the device.
Open the Assistant and ask in plain English — “which opportunities slipped from last quarter?”, “summarise this account's recent activity”, “draft a follow-up to these stalled deals.” Upcells builds a local, queryable snapshot of your records and answers with on-device retrieval. Generate quick reports and draft outreach the same way. It never sends your data to a cloud AI.
Have blanks to fill across hundreds of accounts? Point Upcells at a URL field (like Website); it reads each company's site with the local model and proposes values for a target field — Industry, and more. You review the proposals in a table, with the evidence it used, and apply the ones you want. Pages it can't reach are flagged “unreadable,” never guessed — and the write-back uses the same safe, preview-first path as every other sync.
Speak your questions to the Assistant and hear the answers back — still fully on-device. Hands-free CRM Q&A for when you're between calls.
A per-rep view of pipeline and record health, plus bulk fixes that always show a preview before anything writes — the same propose → review → apply safety as the core sync, applied to whole-team hygiene.
Move records between reps in bulk — with a preview of every change before it writes.
Clean up aging opportunities and inconsistent picklist values across the team at once.
Fill missing fields across many records in one pass, reviewed before it's applied.
Duplicate detection, ownership distribution, and unused / under-populated field detection.