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Set Canvas App Location and Create the Action
To add a canvas app to the publisher, you must set the
location and create the action when you create the canvas app.
- In Salesforce, from Setup, click .
- In the Connected Apps related list, click New. Fill out the basic fields for your canvas app. See Create the Canvas App.
- In the Canvas App settings, select Force.com Canvas and in the Locations field, select Publisher. You must select this location for your canvas app to appear in the publisher.
- Select the Create Actions Automatically field. This creates a quick action for the canvas app.
- To hide the publisher header, which contains the "What are you working on?" text, select Hide Publisher Header. This hides the header in both the full Salesforce site and in Salesforce1.
- To hide the publisher Share button from users in both the full Salesforce site and in Salesforce1, select Hide Publisher Share Button. This checkbox is enabled only if Hide Publisher Header has been selected.
For the canvas app to appear as an action, you must add the action to the global publisher layout. See “Customizing Global Publisher Layouts” in the Salesforce Help.