Canvas Personal App Process
Creating a canvas personal app is similar to creating any canvas app. However, you
distribute a canvas personal app directly to end users, who install it via a link that you
provide, integrating the app with their Salesforce data. After the app is
installed, end users run it right from the Chatter tab.
Here’s how to make canvas personal apps available to end users.
- You verify that the organization administrator has enabled personal apps within the destination organization. For details, see Enabling Canvas Personal Apps within an Organization.
- You create the app, and specify that it’s a canvas personal app. For details, see Making an App a Canvas Personal App.
- The end user clicks the app link that you’ve provided. For example, the link could be a
button on your website, or delivered in an email. Clicking the link invokes the OAuth
approval process for the app. Here’s an example of what a link to the app looks
like:
https://MyDomainName.my.salesforce.com/services/oauth2/authorize?response_type=code&client_id=<your_client_id>&redirect_uri=<your_redirect_uri>
- When prompted, the end user approves the app and allows access to Salesforce data.
- The OAuth approval flow triggers the canvas installer in asynchronous mode. The canvas installer gets context information for the app from the API, and installs the app’s metadata. The app is installed in the background, and the end user receives an email when installation is complete.
- The user starts using the canvas personal app by clicking the app’s icon from the Chatter tab.