Canvas Developer Guide

Getting Started
Introducing Canvas
Quick Start
Prerequisites
Create the App
Set the App Location
Quick Start—Advanced
Using Canvas
Reference
PDF

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Set the App Location

Specify where your canvas app can display to a user in Salesforce.
  1. From Setup, search for Apps in the Quick Find box, then select App Manager in Lightning Experience or Connected Apps in Salesforce Classic.
  2. In the related list, click the dropdown arrow for the app you just created and then click Edit.
  3. In the Canvas Apps Settings section, in the Locations field, select where the canvas app can appear to the user. For this walkthrough, select Chatter Tab.
    • Chatter Feed—The canvas app appears in the feed. If this option is selected, you must create a CanvasPost feed item and ensure that the current user has access to the canvas app.
    • Chatter Tab—The canvas app appears in the app navigation list on the Chatter tab. If this option is selected, the canvas app appears there automatically.
    • Console—The canvas app appears in the footer or sidebars of a Salesforce console. If this option is selected, you must choose where the canvas app appears in a console by adding it as a custom console component.
    • Layouts and Mobile Cards—The canvas app can appear on a page layout or a mobile card. If this option is selected, you choose where the canvas app appears by adding it to the page layout.
    • Mobile Nav—The canvas app is accessible from the mobile app navigation menu.
    • Open CTI—The canvas app appears in the call control tool. If this option is selected, you must specify the canvas app in your call center’s definition file for it to appear.
    • Publisher—The canvas app appears in the Chatter publisher and action bar. If this option is selected, you must also create a canvas custom action and add it to the global publisher layout or to an object’s page layout.
    • Visualforce Page—The canvas app can appear on a Visualforce page . If you add an <apex:canvasApp> component to expose a canvas app on a Visualforce page, be sure to select this location for the canvas app; otherwise, you’ll receive an error.
  4. Click Save.

    Because you selected Chatter Tab, your canvas app now appears in the left navigation pane on the Chatter tab.