Connect your Salesforce org

A one-time admin setup, then sign in with OAuth. Which editions work, and the permissions Upcells uses.

Upcells connects to Salesforce with OAuth 2.0, so you sign in through Salesforce in your browser and Upcells never sees or stores your password.

Connecting has two parts: a one-time setup by a Salesforce admin to register an app in your org, then signing in, which takes a moment.

One-time setup (admin)

Salesforce needs an app registered in your org for Upcells to connect through. A Salesforce admin does this once per org:

In Salesforce Setup, open App Manager and choose New External Client App (older orgs call this a Connected App; the settings are the same).
Enable OAuth, paste the callback URL Upcells gives you, add the API and refresh-token scopes, and save.
Copy the app’s Consumer Key and share it with your team. It isn’t a secret.

Upcells walks you through these exact steps when you add an org, with a “How to create an External Client App” guide right in the dialog, so no one has to memorise them.

Connecting

Once the app exists and you have the Consumer Key:

In Upcells, go to Settings -> Salesforce Orgs and choose Add org.
Enter your org’s URL (for example https://yourcompany.my.salesforce.com, or https://test.salesforce.com for a sandbox) and paste the Consumer Key.
Click Authenticate. Your browser opens the Salesforce login; sign in and approve.
You’re returned to Upcells, connected.

You can connect several of your own orgs (Production plus a couple of sandboxes, say) and switch between them per operation. Each connection’s tokens are stored securely and separately in your operating system’s keychain.

Permissions

Because Upcells uses OAuth, 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 Setup -> App Manager in Salesforce.

Which Salesforce editions work?

Upcells needs API access, which is included in Enterprise, Unlimited, Performance, and Developer editions.

Professional Edition needs API access enabled, which is a paid add-on from Salesforce (sometimes called API Enablement or Web Services API).
Group, Essentials, and Starter editions generally don’t offer API access.

If you’re not sure, your Salesforce admin can confirm whether API access is enabled for your org.

Session expiry

If your Salesforce session expires, Upcells shows a banner and re-connects you with a click, so you won’t lose your work.