Create an External Client App
Create an external client app in App Manager. Local external client apps are available only on the org where you create them. Packageable external client apps can be packaged for distribution to other orgs.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise,Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create local External Client Apps | Create, edit, and delete External Client Apps |
- From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
- Click New External Client App.
- Enter a name for the external client app to display in the External Client App Manager.
- Enter the API name to be used when referring to your app from a program. This field defaults to a version of the external client app’s name with underscores in place of spaces. There are rules for API names. If the app name contains any characters forbidden by the API name rules, edit the default API name.
- It must use only letters, numbers, and underscores.
- It must be unique.
- It must begin with a letter.
- It can’t include spaces.
- It can’t end with an underscore.
- It can’t contain two consecutive underscores.
- Enter the contact email for Salesforce to use in case we want to contact you or your
support team. This address isn’t given to Salesforce admins who install the app.
- Determine the distribution state.
- To develop an external client app for your local org, set the Distribution State to Local.
- To develop an external client app for packaging and distribution, set the Distribution State to Packaged.
- Enable an OAuth Plugin
In an external client app, configurations are divided between settings and policies for each plugin. To add an external client app plugin, enable the plugin and configure the settings. - Configure the External Client App's SAML 2.0 Settings and Policies
To integrate a service provider with your Salesforce org, you can use an external client app that implements SAML 2.0 for user authentication. Salesforce supports SAML single sign-on (SSO) when the service provider or the identity provider initiates the flow. To use this option, configure an external client app with SAML 2.0 enabled for your service provider. Define your Salesforce org as the SAML identity provider. - 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. - Configure the External Client App’s Mobile App Settings and Policies
The mobile app plugin for an external client app enables mobile-specific features, such as screen lock upon a custom timeout value. Configure the external client app’s mobile app settings and policies in External Client App Manager. - Configure the Push Notification Plugin
The push notification plugin for an external client app enables a mobile app’s push notifications for an Android or iOS device. - Configure the External Client App’s Notification Settings
With the notifications plugin for an external client app, you can subscribe the mobile app to custom notification types. Enable the notifications plugin, and subscribe the mobile app to notification types in External Client App Manager. - Set Up OAuth Flows
External Client Apps support several OAuth flows. These flows allow the third-party application to access protected resources on Salesforce.
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