Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Developing for Salesforce1
Welcome to Salesforce App Cloud Development
Designing Mobile-First User Interfaces
Extending Salesforce1 with Visualforce Pages
Adding Functionality with Visualforce Custom Actions
Integrating Your Web Applications in Salesforce1 with Force.com Canvas
About Force.com Canvas
Extending Salesforce1 with Canvas Custom Actions
Try It Out: Clone the Shipify Web Application
Create the Shipify Canvas App
Configure Who Can Access the Shipify Canvas App
Configure the Heroku Environment Variables
Add the Action to the Global Publisher Layout
Test Out the Canvas Custom Action
Tell Me More: Get Context in your Canvas App
Extending Salesforce1 with Canvas Apps in the Feed
Calling Quick Actions from the API
Extending the User Interface with Lightning Pages
Development Guidelines and Best Practices
Learning More
PDF

Create the Shipify Canvas App

In this step, we’ll expose the Shipify Web application as a canvas app.
You’ll need user permissions “Customize Application” and “Modify All Data” to create a canvas app.
  1. In the Salesforce application, from Setup, enter Apps in the Quick Find box, then select Apps.
  2. In the Connected Apps related list, click New.
  3. In the Connected App Name field, enter Shipify.
  4. In the Contact Email field, enter your email address.
  5. In the API (Enable OAuth Settings) section, select Enable OAuth Settings.
  6. In the Callback URL field, paste the URL of the Heroku app you just created and change the protocol to HTTPS. For example, your final URL should look something like https://deep-samurai-7923.herokuapp.com.
  7. In the Selected OAuth Scopes field, select Full access and click Add.
    As a best practice, you’ll want to keep the OAuth scopes as limited as needed for your canvas app functionality.
    Canvas app OAuth settings
  8. In the Canvas App Settings section, select Force.com Canvas.
  9. In the Canvas App URL field, enter the same URL you entered in the Callback URL field with /signedrequest appended to it. For example, the URL might look like https://deep-samurai-7923.herokuapp.com/signedrequest.
  10. In the Access Method drop-down list, select Signed Request (POST).
  11. In the Locations field, select Chatter Tab and Publisher and click Add.
    For a canvas app to appear in the publisher in the full Salesforce site or in the action bar in Salesforce1, you only need to specify a location of Publisher. In this scenario, we also chose Chatter Tab to be able to easily test the canvas app by looking at the Chatter tab.
  12. Select Create Actions Automatically.
    Selecting this field creates a global custom action for the canvas app.
    Canvas app settings
  13. Click Save. After the canvas app is saved, the detail page appears.

We added the canvas app, and now we’ll specify who can access it.