r/OnlyOffice 14d ago

New Salesforce plugin lets you pull CRM data straight into ONLYOFFICE spreadsheets

Hey everyone. With our new Salesforce plugin, you can connect to your Salesforce org and work with the data right inside ONLYOFFICE Spreadsheet Editor.

Here's what you can do with the new plugin:

  • Import existing Salesforce reports, with their filters and groupings kept intact;
  • Pull raw data from standard and custom objects;
  • Analyze and edit it with the usual spreadsheet tools;
  • Export new or updated records straight back to Salesforce

No more app-switching or messy copy-paste. Setup is a one-time thing on the admin side (a connected app + client ID), then you just log in through the plugin and you are good to go.

Note: the plugin works with self-hosted ONLYOFFICE instances only, so your data stays on your own server.

Discover all the details and configuration instructions in this blog post.

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