# Quick Start Guide ## Build an App in Minutes. Welcome to Fusion! This Quick Start shows you how to build a simple **Opportunity Management App** using **Fusion Design Studio**. It’s a beginner-friendly, hands-on example designed to help you get familiar with the key Fusion components: data modeling, mapping, and workflows. By the end of this guide, you’ll be able to:\ ✅ Connect to Salesforce\ ✅ Query Account and related Opportunity records\ ✅ Display them on the Excel sheet\ ✅ Edit and save records back to Salesforce ## Prerequisites Make sure you have: * [A working Salesforce connection](/valorx-fusion/getting-started/getting-started-with-valorx/connections-list.md) * [Fusion installed and running in Excel](/valorx-fusion/getting-started/getting-started-with-valorx.md) * Access to the **Account** and **Opportunity** objects {% stepper %} {% step %} ### 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.

{% endstep %} {% step %} ### 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.

{% endstep %} {% step %} ### 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.

{% endstep %} {% step %} ### 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.

{% endstep %} {% step %} ### 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.

{% endstep %} {% step %} ### Runtime (Run and Test the App) {% hint style="info" %} **For Designers**\ This is the runtime user experience, allowing **Designers** to test and review the app they just built. Use it to validate the data flow, check how mappings appear, and ensure workflows function as expected before sharing the app with end users. **For Standard Users**\ This is the environment where **Standard Users** interact with the app. They can search and select records, view mapped data, make updates, and save changes — all based on the app design and permissions set by the Designer. {% endhint %} 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.

{% endstep %} {% endstepper %} ## 🎥 See It in Action Want to see the full app in action?\ Watch the video below for a full demonstration of this process in action. From creating the app to saving records. {% embed url="" %} **Opportunity Management App** {% endembed %} *** ### Need Additional Help? Still have questions or need assistance building your app?\ Contact us at — we’re happy to help! --- # 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/getting-started/building-your-first-app/quick-start-guide.md?ask= ``` 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.