Slaesforce FAQ

how to link canvas to salesforce

by Gregory Murphy Published 2 years ago Updated 2 years ago
image

Canvas in the Salesforce Mobile App.

  • Expose a canvas app as an action. An icon indicates a canvas app. You can use either the default puzzle icon or upload a custom icon for the related ...
  • Post to the feed from a canvas app in Salesforce or through Connect REST API or Connect in Apex.
  • Display a canvas app inside a feed item from within the Salesforce mobile app. An icon indicates a canvas app. You can use either the default puzzle ...
  • Add a canvas app as an option in the navigation menu. An icon indicates a canvas app. You can use the default puzzle icon or provide a custom icon URL ...

Full Answer

How do I add a CANVAS app to a Salesforce page?

Drag the canvas app element to where you’d like it to appear in the page layout, and then click Save. If you add the canvas app to any section other than the Mobile Cards section, the canvas app appears in the page layout in the full Salesforce site or in the record detail page in the Salesforce mobile app.

What is canvas SDK in Salesforce?

Force.com Canvas SDK from Salesforce allows developers to connect existing legacy system or any web based application with Salesforce using JavaScript and REST API. Canvas applications can be displayed in Chatter, Salesforce Mobile Cards or Visualforce page. To get hands on with Canvas, most of article are around creating Heroku applications.

How do I add a CANVAS app to my website?

Add a canvas app as an option in the navigation menu. An icon indicates a canvas app. You can use the default puzzle icon or provide a custom icon URL in the connected app settings of your canvas app.

How can you use canvas in the warehouse?

For example, you might have a canvas app that warehouse employees use to process orders on a mobile device. You can create an action that accesses the app from the icon of the device, allowing employees to pull up a list of customer orders.

image

Does canvas integrate with Salesforce?

Canvas enables you to easily integrate a third-party application in Salesforce.

How do I use the canvas app in Salesforce?

To create a canvas app, you need the Customize Application and Modify All Data user permissions.In Salesforce, from Setup, enter Apps in the Quick Find box, then select App Manager.Click New Connected App.In the Connected App Name field, enter Hello World.Accept the default API Name of Hello_World.More items...

How do I install the canvas app in Salesforce?

Install the Canvas AppWhen prompted, enter your login credentials for the organization in which you're installing the package.The Package Installation Details page appears. In the Package Components list, you should see the Hello World canvas app. Click Continue.Click Next and then click Install.

What are canvas apps Salesforce?

Canvas apps are available as apps that your org's Salesforce admin install or as personal apps that users install across orgs. Users access a canvas personal app from the Chatter tab, and are prompted to allow the app to connect to their Salesforce data. Users can choose to make an app a canvas personal app.

How do I connect to canvas API?

How do I access the Canvas API?Log into Canvas at canvas.ubc.ca. Click Account in the left menu, and then click Settings.Scroll to Approved Integration and click + New Access Token.Fill in the Purpose field. For added security, set an expiry date for your token. ... Click Generate Token.

How do you use canvas in lightning component?

Use the Canvas App Previewer to test and debug the canvas app before embedding it in a Lightning component. If you have a namespace prefix, specify it using the namespacePrefix attribute. Either the developerName or applicationName attribute is required. This example embeds a canvas app in a Lightning component.

How do I install the canvas app?

How do I download the Canvas Student app on my Android device?Open App Store. Open your Android device and tap the Play Store icon.Search for App. In the search field, type Canvas Student [1]. ... Install App. Tap the Install button.Download App. ... Open App. ... View App on Android Home Screen.

How do I create a canvas app?

Create an appSign in to Power Apps.Select + Create from the left-pane.Scroll down to Start from template section, and choose the template of your choice for canvas apps. Tip. ... After you select the template you want to use, you can update the app name, and then select Create to open the app in Power Apps Studio.

What is a canvas personal app?

Canvas personal apps let you create connected apps that are designed specifically for end users across organizations. With a canvas personal app, you make your own app available for installation without relying on organization administrators for distribution.

What is Salesforce Connect?

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.

How do I create a Web tab in Salesforce?

From Setup, enter Tabs in the Quick Find box, then select Tabs.Click New in the Web Tabs related list.Choose a layout for the new tab. ... Click Next.Enter a label to display on the tab.Click the Tab Style lookup icon to display the Tab Style Selector.More items...

What is iframe in Salesforce?

What is the Iframe Tag in Salesforce? The Iframe is the tag that can be used to display another document using the current HTML document.

Where is the ACS URL copied from?

Entity Id and ACS URL is copied from SSO settings of Service provided organization.

How to enable SSO in Service Provider Organization?

In Service provider Organization enable SSO by navigating to “Setup | Security Controls | Single Sign-On Settings”.

Does SSO work on Canvas?

Once we informed Service provider Org that SSO is enabled on basis of federation Id, we need to make sure that Federation Id on user records on both Org must match else SSO will not work and those users will not able to use Canvas application.

What is canvas app?

Canvas enables you to expose your canvas apps in the Salesforce mobile app . The Salesforce mobile app is Salesforce on the go. This enterprise-class mobile app gives you real-time access to the same information that you see in the office, but it’s organized for getting work done when you’re away from your desk.

What is an icon in Canvas?

Expose a canvas app as an action. An icon indicates a canvas app. You can use either the default puzzle icon or upload a custom icon for the related action.

Can you see canvas in Salesforce?

Canvas apps don’t appear in the app navigation menu in Salesforce for Android. To see canvas apps in the navigation menu, log in to Salesforce mobile web.

Where is the canvas app in Salesforce?

If you add the canvas app to any section other than the Mobile Cards section, the canvas app appears in the page layout in the full Salesforce site or in the record detail page in the Salesforce mobile app. If you add the canvas app to the Mobile Cards section, the canvas app appears only in the mobile card.

How to add canvas app to page?

Add a Canvas App to a Page Layout. Follow these steps to add a canvas app to the page layout for an Account. From Setup, enter Apps in the Quick Find box, then select Apps. In the Connected Apps related list, click Edit next to the app that you just created. In the Canvas Apps Settings section, in the Locations field, ...

How many pixels are in canvas app?

Height (in pixels) —The height of the canvas app; defaults to 200 pixels. Changes to this field appear to the user for canvas apps that appear in both the full Salesforce site and the Salesforce mobile app.

How to see canvas app on mobile card?

To see your changes, click the Accounts tab, and then click an account. You’ll see the canvas app on the page layout where you added it.

What is canvas width?

Width (in pixels or %) —The width of the canvas app; defaults to 100%. Changes to the width of the canvas app appear in both the full Salesforce site and the Salesforce mobile app. However, canvas apps are displayed in a single-column layout, so we recommend that you leave the width at 100%.

Does Canvas app appear on mobile card?

If you add the canvas app to the Mobile Cards section, the canvas app appears only in the mobile card.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9