# 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://cloud4good.com/announcements/what-is-my-salesforce-instance-and-when-will-i-need-it/#:~:text=The%20URL%20in%20your%20browser,%2C%20below%20your%20Organization%20ID>).

• 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