---
schema_version: "1"
id: 3e757205cf21a902930a7e73ae2f0166d938ba04006252092ceb40d02cde67a0
title: Configure the External Client App’s Canvas App Settings and Policies
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/configure_external_client_app_canvas.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.configure_external_client_app_canvas.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db3184518a7b95c70d2561d838a4d1e4710864b02a9d7c11d4247f5a69d0fb5e
description: 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.
products:
  - Security
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10344e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10344e73 ">To configure Canvas app settings and policies for an external client
              app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10344e73 ">Create, edit, and delete External Client Apps</td>

          </tr>
        </tbody>
      </table>

1. In External Client App Manager, [create an external client app](https://help.salesforce.com/s/articleView?id=xcloud.create_a_local_external_client_app.htm&language=en_US).
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 SAML**checkbox is selected. You must first [configure the external client app's SAML settings](https://help.salesforce.com/s/articleView?id=xcloud.configure_external_client_app_saml.htm&release=264.0.0&type=5 "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."). 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](https://developer.salesforce.com/docs/atlas.en-us.platform_connect.meta/platform_connect/canvas_customizing_app_lifecycle.htm). |
    | 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](https://developer.salesforce.com/docs/atlas.en-us.platform_connect.meta/platform_connect/canvas_apps_where_they_appear.htm). |
    | 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](https://developer.salesforce.com/docs/atlas.en-us.platform_connect.meta/platform_connect/canvas_apps_in_publisher.htm). |
    | 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](https://help.salesforce.com/s/articleView?id=xcloud.manage_external_client_apps.htm&release=264.0.0&type=5 "After creating an external client app and configuring its distribution state, define its specific characteristics.").
9. Save your work.