Help
Everything you need to get the most out of Upcells — from connecting your org to the on-device AI. Can't find it? Email [email protected].
Getting started
The data workflow
- Query and export your data Build a query without SOQL, pick fields, and export to Excel or CSV.
- Edit and sync changes back Edit in any spreadsheet app, review a field-by-field diff, then apply to Salesforce.
- Log activities with action columns Turn a spreadsheet cell into a Salesforce activity on import.