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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.