Loading
Identify Your Users and Manage Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure the External Client App’s Canvas App Settings and Policies

            You are here:

            1. Salesforce Help
            2. Docs
            3. Identify Your Users and Manage Access

            Configure the External Client App’s Canvas App Settings and Policies

            The Canvas plugin for an external client app enables you to integrate a third-party application in Salesforce. Configure the external client app’s Canvas app settings and policies in External Client App Manager.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To configure Canvas app settings and policies for an external client app: Create, edit, and delete External Client Apps
            1. In External Client App Manager, create an external client app.
            2. In the external client app’s settings, click Canvas App Settings to expand the section.
            3. Select Enable Canvas.
            4. Specify these settings.
              Setting Description
              Canvas App URL The URL that the org uses to communicate with the external app
              Access Method The method for communicating with the external app
              SAML Initiation Method Available for selection only if the Enable SAMLcheckbox is selected. You must first configure the external client app's SAML settings. When selected, the SAML initiation method enables users to use automatic authentication into your Canvas app via SAML and authentication into Salesforce via the signed request.
              Lifecycle Class Sends context information using a custom Apex class. See Customizing Your App Lifecycle.
              Locations The targets you want the external app to be surfaced, for example, in a Visualforce page, Lightning Component, or somewhere else. See Where Canvas Apps Appear.
              Hide Publisher Header Hides the publisher header which contains the “What are you working on?” text. This value is only used when the Canvas app appears in the publisher. See Canvas Apps in the Publisher.
              Hide Publisher Share Button Hides the publisher Share button. This value is only used when the Canvas app appears in the publisher.
              Create Actions Automatically Creates a global action for your Canvas app.
            5. Click Create.
            6. Return to the list of external client apps in External Client App Manager, and then click the external client app that you created.
            7. Click App Policies or OAuth Policies to expand the section.
            8. Click Edit. You can then edit the App or OAuth policies, or work with custom attributes. For more information, see Manage External Client Apps.
            9. Save your work.
             
            Loading
            Salesforce Help | Article