Using canvas apps as custom actions makes it easy to give users access to the functionality of your apps in Chatter and elsewhere in Salesforce.
| Available in: both Salesforce Classic and Lightning Experience |
Quick actions available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions Custom canvas actions available in: Professional (with Canvas enabled), Enterprise, Performance, Unlimited, and Developer Editions |
You can use as a custom action any canvas app that uses Publisher as a location. For example, you can use an expense report app as a custom action to make it easy for salespeople to submit expense reports directly from feeds. Or a custom action that includes a video conferencing canvas app could help support agents communicate with customers visually for easier troubleshooting of technical issues.
Before creating a custom action with a canvas app, be sure that the app uses Publisher as a location. Also ensure that you give the users who you want to be able to use the action access to the app.
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