Upcells is built around one workflow: pull data out of Salesforce, edit it in a spreadsheet, push it back safely. Here's everything that workflow includes.
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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.
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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.
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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.
For admins and power users. These tools turn read-only org-quality questions into one-click answers, without dedicated audit platforms.
Find custom fields with low or zero population across records.
Surface likely duplicates by configurable matching rules.
See how records are distributed across users and teams.