> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-fusion/design-studio/tasks/launch-crm.md).

# 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>
