# Launch from Salesforce (LFS)

**Launch from Salesforce (LFS)** denotes a functionality enabling users to directly initiate or access specific apps from **Salesforce**. This feature offers a streamlined process for seamlessly transferring data from the **Salesforce CRM** platform to our Valorx Fusion apps, eliminating the need for additional logins.&#x20;

Designers can launch an app directly from **Salesforce** and export **CRM** data to **Excel**, by selecting the "**Launch from CRM**" option in **Workflow and UX**. To initiate the launch, users should access **Salesforce**, navigate to the desired location, and click on the Custom Button / Quick Action created within **Salesforce**.&#x20;

* Start an App and open the **Workflow and UX** from Valorx Fusion Ribbon and locate **Workflow Settings** on the right-hand side.
* Click on the name of the Workflow to access its settings.
* Select the "**Launch from CRM**" option by checking the corresponding box.&#x20;

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FsMtEvPFwi04fw41uFeso%2FLFS%2022.png?alt=media&#x26;token=282bd425-280a-4cff-a0c9-588d798e16d7" alt=""><figcaption></figcaption></figure>

Click on **Launch from CRM instructions** and a popup window “Launch from CRM instructions” page will open which guides the users on how to configure a workflow to launch it from CRM. This page will have clear instructions with examples on how to create **Detail Page Buttons** and also shows how to add the buttons to the page layout.

![](https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FPuglbrVoQ73IZflORNTk%2FLaunch%20from%20CRM%201.png?alt=media\&token=7f29978b-9704-4996-88a4-131a31a19008)

Select the object from the "**Select Objects to open its Page Layouts**" dropdown.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FKaXUVFA41PvwvgvcxnYd%2FLFS%2013.png?alt=media&#x26;token=b0a40772-97dc-4200-9a03-e6c14b1d0890" alt=""><figcaption></figcaption></figure>

Upon clicking "**Open layouts**", the Designer will be redirected to **Salesforce**, where they can access the page layout for the selected object.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FsO0TpYUJtFlVuNubBGMl%2FLFS%2012.png?alt=media&#x26;token=ebb4a7f9-89c3-4372-88b9-ea96ea7ae8b9" alt=""><figcaption></figcaption></figure>

To create a **Detail Page Button** before adding it to the **Page Layout**, please follow the instructions below:

1. Log into **Salesforce** using your login credentials.
2. Navigate to **Object Manager** and select the relevant object from **Label**.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FkcSjZzhR5D27E5KEuagJ%2FLFS%202.png?alt=media&#x26;token=8e4d3af3-c0b4-452a-82cf-4a6492189767" alt=""><figcaption></figcaption></figure>

3. On the left-hand side, click on "**Button, Links, and Actions**".
4. Choose "**New Button or Link**" on the right-hand side.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FgWFqlAszXfgaSiyJFyT3%2FLFS%203.png?alt=media&#x26;token=f635a6d6-8bd4-4fdc-bd0e-88da0cd1bd02" alt=""><figcaption></figcaption></figure>

5. Provide a descriptive Label that explains the button and the Name will display when we do a tab.
6. Fill in the details for Display Type, Behavior, Display Type, and Content Source in the respective fields as mentioned in the **Launch from CRM instructions** page.
7. Select the object from the "**Select Field Type**" dropdown.
8. Copy the URL from the **Launch from CRM instructions** page and paste it into **Context Source**.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FYswYl6V4J9lFtz2R17Hb%2FLFS%2014.png?alt=media&#x26;token=ac00d838-37ad-424c-ade1-fa3b503c0782" alt=""><figcaption><p>Launch from CRM instructions</p></figcaption></figure>

Here are two example images illustrating the **URL with** and **without inbound** integrations.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FCO4YNxY3GyGdY06ByCR1%2FLFS%204.png?alt=media&#x26;token=3dcb5d16-1604-4153-9b8b-fa8eab780aa7" alt=""><figcaption><p>Without  inbound integration</p></figcaption></figure>

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FBMePfNCpWr0E005gt4P8%2FLFS%205.png?alt=media&#x26;token=84bf839a-89ce-4a8b-84cf-e1c7f958c24e" alt=""><figcaption><p>With inbound integration</p></figcaption></figure>

{% hint style="info" %}
Copy the URL with and without Inbound integrations as per the requirement.
{% endhint %}

9. Click **Check Syntax** to verify any syntax errors.
10. Click on **Save**.

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FhvG4D77DYWLjcruOISgP%2FLFS%2017.png?alt=media&#x26;token=f2231436-2587-4798-ae7b-c1f815bb23e9" alt="" width="543"><figcaption></figcaption></figure></div>

11. A message will appear, prompting us to add the new button to page layouts. Now, click **Ok**.

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FMyOQufqmyTAiEOF0Euy9%2FLFS%2018.png?alt=media&#x26;token=82419338-3c9c-4d25-8251-7522a8bec8d2" alt=""><figcaption></figcaption></figure></div>

12. To return to the **Page Layout**, you can either select "Open layouts" from the **Launch from CRM instructions** page or choose "**Page Layout**" in **Salesforce**.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FawNNVcEaXvNTm9F2Vduy%2FLFS%2015.png?alt=media&#x26;token=ad9cacb8-92c6-459a-8040-68b3bea10371" alt=""><figcaption></figcaption></figure>

13. Below mentioned are the two sections where Designer should add the newly created **Detail Page Buttons**.
    1. For Salesforce Lightning UI, add the button to "**Salesforce Mobile and Lightning Experience Actions**" by selecting "**Mobile & Lightning Actions**" from Fields.
    2. For Salesforce Classic UI, add the button to "**Custom Button**" by selecting " **Buttons**" from Fields.
14. Click **Save** to finalize.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FiSNqPGAYV5iQ5tTABIkF%2FLFS%2016.png?alt=media&#x26;token=88c8915d-3fa5-4a40-8178-6a7f251b9c6e" alt=""><figcaption></figcaption></figure>

#### Runtime Experience on Windows Platform

Once, the Designer has completed the creation of the **Detail Page Button** and its addition to the **Page Layout**. Now, it is time to run the app by clicking on the created button for Windows.

1. Navigate to the **Sales** section and either select the Object from the header or search for it. Then, click on the record to open it.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2F8JuSjkeWWNmnrilwIxN9%2FLFS%207.png?alt=media&#x26;token=2482e5d0-d1ce-4369-b0c2-63a26d4d9f66" alt=""><figcaption></figcaption></figure>

2. On the right-hand side, choose the **Detail Page Button** from the dropdown menu.

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2F3o8Poycwmttsgh86WO5c%2FLFS%2019.png?alt=media&#x26;token=eabe9e3e-fa76-46d0-b634-284db40d7695" alt="" width="300"><figcaption></figcaption></figure></div>

3. Confirm the popup to open up in a new window and click **Open Valorx Home**.&#x20;

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FCAeMvA2MX0HyYmuoV1ki%2FLFS%201.png?alt=media&#x26;token=f63fe29b-4dd9-46ed-804e-5c040a106179" alt=""><figcaption></figcaption></figure></div>

4. Before opening the app it will perform the steps of launch and set up in Valorx Fusion, then the Runtime app will open.

{% hint style="info" %}
The Valorx App will initiate or start from the designated Workflow where the LFC (Launch from CRM) has been set up.
{% endhint %}

#### Runtime Experience on Mac Platform

Once, the Designer has finished creating the **Detail Page Button** and adding it to the **Page Layout**, it is now time to run the app on **Mac**. Follow the steps below to run the app on the **Mac** platform.

1. Navigate to the **Sales** section and either select the Object from the header or search for it. Then, click on the record to open it.

<figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2F8JuSjkeWWNmnrilwIxN9%2FLFS%207.png?alt=media&#x26;token=2482e5d0-d1ce-4369-b0c2-63a26d4d9f66" alt=""><figcaption></figcaption></figure>

2. On the right-hand side, choose the **Detail Page Button** from the dropdown menu.

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2F3o8Poycwmttsgh86WO5c%2FLFS%2019.png?alt=media&#x26;token=eabe9e3e-fa76-46d0-b634-284db40d7695" alt="" width="300"><figcaption></figcaption></figure></div>

3. When the message "**Open this page?**" pops up, click on the **Open** button. This message displays when users have chosen the behavior to "**Display in a new window**".

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2F8zIp4EBeBhHpvc7kjmaS%2FLFS%2020.png?alt=media&#x26;token=938eeb42-2c7d-4ce2-a8b4-97200ed4f6d5" alt="" width="481"><figcaption></figcaption></figure></div>

4. When the message below appears, click on **Allow** to grant permission for downloading the file.

<div align="left"><figure><img src="https://2472585788-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MFqFFf4143HS0_Wagnz%2Fuploads%2FqyNLfJ2Ajms8JKfYuVr4%2FLFS%2021.png?alt=media&#x26;token=3f70e0b9-ed4f-4c63-b373-3a0d4a41bc1d" alt=""><figcaption></figcaption></figure></div>

5. To launch the Runtime Valorx App on **Mac**, navigate to your downloads folder and open the downloaded file.

{% hint style="info" %}
Launch behavior from the **CRM** platform exhibits variations between **v1.9** and prior versions of the managed package compared to the **upcoming v2.0** release. This variation is applicable for **Windows** and **Mac** platforms. For more detailed information, please refer to the release notes of the managed package for [**version 2.0**](https://docs.valorx.com/Versions-and-release-notes/Versions-and-release-notes/managed-packages/version-2.0).
{% endhint %}

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