Launch CRM

Valorx Fusion will provide the end users with an option to open the data from CRM and this option is known as Launch CRM. It will be useful to Users with huge data and want to check the record from CRM. Designers when they want to configure data from Excel to CRM then, Launch CRM task will be used.

To get started with creating a Launch CRM Task open an Excel and click Start from Valorx Fusion Ribbon.

Now, open an app from Connections List in Design Studio, and click on Task and select New Launch CRM Task.

Now a Task bar will open which will have Name, Type of Task, URL Configuration and Custom Message.

User Focus: This will launch the CRM records based upon the Users selection on a grid.

Custom: This launches CRM records based on the custom configuration.

Standard: Standard in URL Configuration is very simple and Users need not to provide any URL or define any URL.

Custom: Designers needs to provide the URL and Custom the URL

Follow the below steps for Launch CRM using User Focus and Standard URL Configuration.

• Provide the name of the task under Name.

• Select the Maps which will be displayed on the "Maps" Section.

• Select User Focus and now select "Standard" from URL Configuration.

• Check in the message box if needed or uncheck as per the requirement.

• Click Save.

• Create a button on the Workflow and UX, and then Save and Run the app.

• Select one record and click the button which was created. Once, we click on the button it will open the record from Salesforce.

Follow the below steps for Launch CRM using User Focus and Standard URL Configuration.

• Provide the name of the task under Name.

• Select Custom and now select "Custom" from URL Configuration.

• Select Form Map, Cell Reference or Name Range Reference as per the requirement.

• Click Save.

• Create a button on the Workflow and UX, and then Save and Run the app.

• Click the button which was created. Once, we click on the button it opens the record from Salesforce.