# 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**.

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

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FabPMhANArSiQxBy8raeK%2FFusion%20Docs%20Update%20as%20per%20V15%20-%2033.png?alt=media\&token=2d71b1ec-4a01-4191-912a-e48db66f84bf)

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

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**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**.

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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**.

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