# 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**.

<div align="left"><img src="/files/8dZ9wsR05v4RHKiupqxx" alt="" width="563"></div>

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

![](/files/RgQv8sORqKJUUug1o4FH)

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

<div align="left"><img src="/files/J0mlhk0Kn4PgrczxZw5n" alt="" width="563"></div>

**User Focus**: This will launch the **C**RM 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&#x20;

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.&#x20;
* 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**.

<div align="left"><img src="/files/vAIgijW8xriDKZznmDrG" alt="" width="563"></div>

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**.

<div align="left"><img src="/files/96YourlId95IpfcTrQuV" alt="" width="563"></div>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.valorx.com/valorx-fusion/design-studio/tasks/launch-crm.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
