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 sheets.lido.app
- 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
- Note: A Salesforce instance is the specific server cluster your version of Salesforce is hosted on
- Click on the following link for more documentation: https://www.salesforceben.com/which-salesforce-instance-am-i-on/#:~:text=Simply%20put%2C%20an%20instance%20is,on%20the%20same%20Salesforce%20instance..
- Note: A Salesforce instance is the specific server cluster your version of Salesforce is hosted on
- 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
Updated 6 months ago