Connect to Salesforce

Learn how to connect your Salesforce data to Lido.

Lido makes it easy to connect to Salesforce.

How to Connect a Lido Spreadsheet to Salesforce:

  • Go to
  • Create new file
  • Press 'Connect Data' in the top left corner of the new file
  • Search for 'Salesforce'
  • Click Salesforce
  • Enter credentials: URL of your Salesforce instance
  • Choose your database table
    • You can switch between different tables in the same database using the dropdown in the upper left corner
  • Select the columns you want to import
    • Click on columns in the left side of the panel to select / deselect columns to import