Create the Action Manually

If you didn’t select the Create Actions Automatically field when you created the canvas app, then you’ll need to create the action manually.

  1. From Setup, enter Actions in the Quick Find box, then select Global Actions

  2. Click New Action.

  3. In the Action Type field, select Custom Canvas.

  4. In the Canvas App field, select the canvas app that you want to appear as an action.

    Only canvas apps that have a location of Publisher will appear in this field.

  5. In the Height field, enter the height of the canvas app in pixels.

    This is the initial height of the canvas app when it appears in the publisher. You can use the Canvas SDK resize() method to change the height up to a maximum of 500 pixels.

  6. In the Label field, enter a value.

    This value appears as the quick action title in the user interface.

  7. In the Name field, enter a unique value with no spaces.

  8. Optionally, in the Icon field, you can upload an icon by clicking Change Icon. You must upload the icon as a static resource before you can change it here.

  9. Click Save.

For the canvas app to appear as a quick action, you must add the action to the global layout. See “Customizing Global Publisher Layouts” in the Salesforce Help.

See Also