Quick Start Guide

Starting a New App

After successfully connecting Fusion to your Salesforce instance, begin by creating a new app. Click the New App button and choose the New Template option to begin with a clean configuration.

Data Modeling

Start the data modeling process by adding the Account object. Select the fields you want to include in your app. Then, add the Opportunity object and choose the relevant fields you'd like to display and work with.

Mapping

Next, set up a Grid Map for the Opportunity object. This allows you to display a list of related opportunities in a grid format, showcasing Fusion’s mapping interface. After that, create a Form Map for the Account object. Use this map to display Account fields on the main sheet.

Workflow

Begin by creating a workflow named "Select Account." In this workflow, add a Query Task to search for Account records using the Search & Select screen. Then, add another Query Task to retrieve Opportunity records related to the selected Account. Finally, include a Display Task to show both the Account form map and the Opportunity grid map on the main sheet.

After setting up the “Select Account” workflow, create a second workflow for saving data. In this Save Workflow, add a Save Task and configure it to save the data from the Opportunity Grid Map.

Save Your App

Once your app is complete, click the Save button in the Design Studio toolbar. This action compiles your app and stores it securely within the managed package in Salesforce. After saving, the app is ready for testing in runtime mode.

Alternatively, you can click the Save and Run button. This not only saves your app but also launches it immediately in runtime mode — making it a quick and convenient way to test your app’s behavior right after building it.

Runtime (Run and Test the App)

To run the app, click the "Select Account" button. This will open the Search & Select screen, where you can choose an Account record. If the selected Account has related Opportunity records, they will appear in the grid on the main sheet based on your earlier mapping.

You can now update the Opportunity data directly in the grid. Once you're done, click the Save button. Fusion will save records back to Salesforce and display a summary popup showing the status of each record update.