# Connections List

Once the installation of **Valorx Fusion** is completed successfully, then users need to create a **New Connection**. This screen will allow you to connect to the existing connections, or manage your connections.

After the installation, the user should see **Valorx** **Fusion** **Ribbon** tab in the Excel sheet. This means you have successfully installed **Valorx** **Fusion**.&#x20;

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2F3sxiYXFEcwdiecdyh4gm%2FRelease%20Notes%20Fusion%20V15%20-%2010.png?alt=media\&token=c21b21bf-74fd-44e7-ba72-745467269e4f)

#### New Connection

Users should first create a connection before creating an app. Users can create new connection under four different Login Endpoints like Login, Sandbox, Custom Domain and Community.&#x20;

Follow the below steps to create a **New Connection**.

1. Click on **Valorx Fusion Ribbon** tab and click on **Start**.
2. **Connections** window will open and now users needs to click on **New** **Connection**.
3. Provide the name of the connection under **Connection Name**.
4. A **Salesforce Connection** window will open which will have four Login Endpoint like Login, Sandbox, Custom Domain and Community.

* **Login** : Users can create the connection with their **Salesforce Org**  by providing **Salesforce** **Login** credentials.
* **Sandbox** : Users can create the connection with Salesforce Sandbox Org by providing the login credentials.
* **Custom Domain** : As the name suggests here, users can create
* **Community** : Community URL needs to be validated when adding a new connection to the start screen.\
  \&#xNAN;***Example*** : If provided URL has a pattern of "\*.lightning.force.com" then provide a valid suggestion.

Click on **Add** then, provide the login credentials for **Salesforce.**

<div align="left"><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FsHH5bLw2NxxdkLv70Beh%2FRelease%20Notes%20Fusion%20V15%20-%2011.png?alt=media&#x26;token=686f3d00-d8c2-4e27-91fe-9173b6180caf" alt=""></div>

<div align="left"><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFqFFf4143HS0_Wagnz%2F-MlTP2jOsSMgWdp95JUd%2F-MlTQXmUO7F7lxk5FLxL%2FSalesforce%20Connection.PNG?alt=media&#x26;token=6ece6d94-a62c-487e-b097-173427180e60" alt="" width="563"></div>

### **Missing Package/Configuration**

Users may receive the below **Missing Package/Configuration** message when they do not have the **Valorx Package** installed or expired. This validation message will guide the users to verify few points if the package is installed and active.&#x20;

* Check if the **Valorx Managed Package** is installed. Install the package from [**AppExchange**](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0y2PUAR) in case it is not installed.
* Contact **<Support@valorx.com>** if the package has expired.
* If the package is installed check if the [**Valorx Licence**](https://docs.valorx.com/valorx-fusion/getting-started/salesforce-setup#assign-licenses-to-users) and [**Permissions**](https://docs.valorx.com/valorx-fusion/getting-started/salesforce-setup#assign-permission-sets) are assigned.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFqFFf4143HS0_Wagnz%2F-Mkvb1FZxIBaB1MNLzww%2F-Mkvcl2_llRyBdC8YLHE%2FMicrosoftTeams-image%20\(9\).png?alt=media\&token=f38df7c4-2c06-4278-8eb6-f498b3e99fae)

### **Missing Prerequisite Step**

Users may receive the below **Missing Prerequisite Site** message when the permissions are not set however, the **Valorx Package** is installed.

* Check if the **Valorx Managed Package** is installed correctly.
* Check whether the permission set is assigned to the account which are needed to access the Valorx resources.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFqFFf4143HS0_Wagnz%2F-MkvgWsqxEsFvYS94a78%2F-Mkvie6XOfpRtsMN4iDz%2FMicrosoftTeams-image%20\(11\).png?alt=media\&token=caf5104d-45cf-45bb-966d-d4a1cab8939a)

### **CRM Environment not found**

Users need to follow the below steps when they receive the below message for **CRM Environment not found.**&#x20;

* Please connect with your Valorx Administrator to white-label the mentioned Org Id.
* Valorx Administrators can white-label the Org Id(s) by logging into their Valorx account over the Valorx website.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MFqFFf4143HS0_Wagnz%2F-MkvctHqaF6gdSRo5kfp%2F-MkvgUA73l3yLNbQ58ux%2FMicrosoftTeams-image%20\(10\).png?alt=media\&token=46a1083d-2e40-4fd2-a0c2-3303e47ab9e0)

### Auto Connect

Users can mark the frequently used connections as Auto Connect if they do not wish to click on the Connect button every time.&#x20;

Follow the below steps to mark the apps to **Auto-Connect**.

* Click on **Start** and open **Connections** window.
* Now select the drop-down then, the list of all the Apps under that connection will show.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FWZGxFR4SWIovGrbwYAGJ%2FFusion%20Docs%20Update%20as%20per%20V15%20-%201.png?alt=media\&token=19cd4ef7-04e9-4a0a-b4f2-3d393012033c)

Users will find the below headers for every connection.

* **Name**: Users can find the list of connections under this header and even users can edit the name of the connection from here.
* **Auto Connect**: Users can **Auto Connect** the connections by moving the button from left to right.
* **Status**: Users can find the status of the connection like **Connected** or **Not Connected**. Users can easily log out the connection by clicking on **Log Out**. Users can even connect to the connection by clicking on **Connect**. Every connection which is connected will have **Admin** button where, users can find the information of the **Valorx Package details** by clicking on **Admin** button.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FXZKyw81SSaalJrO28KRu%2FFusion%20Docs%20Update%20as%20per%20V15%20-%202.png?alt=media\&token=615f7558-a8ae-42c6-856f-fdf027a21326)

* Click on **Start** and all the auto connected apps will appear besides **Active Connections**.
* Valorx Fusion supports multi-connections. Users can login to different environments and work on different Valorx Fusions Apps at the same time.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FJxJE9YYxrHg5DIAityZ3%2FFusion%20Docs%20Update%20as%20per%20V15%20-%203.png?alt=media\&token=7849eec1-7c4f-4c70-aa1f-75dabbe6dba5)
