Set up Canva for Salesforce app

With Canva for Salesforce app, you can use accurate data directly from Salesforce when creating on-brand sales collateral such as presentations and brochures, making collaboration between designers and salespeople easier.

If you’d like to connect a different data source app to Canva, check out Connect data source apps to Canva to autofill your designs for detailed steps.

To learn more about Canva for Enterprise, contact our sales team.

To sync data between Salesforce and Canva, here’s how to connect them.

1. Open the
   Salesforce App Launcher.
2. Search for and select Canva.
3. From the Canva for Salesforce - Administration Setup page, select Connect.
4. Choose the relevant Canva team and select Allow.

Here’s how to grant and manage access permissions for Canva admins and Salesforce end-users.

1. In Salesforce, navigate to the Setup section.
2. Search for “users” in the Quick find box, then select Users > Users.
3. On the Users page, choose a user.
4. Click Permission Set Assignments > Edit Assignments.
5. Under Available Permission Sets:
   1. For Canva admins, select Canva admin
   2. For Salesforce end-users, select Canva Sales User
6. Click Add then, Save.

To streamline workflows and improve efficiency, you’ll need to manually configure the pages for each type of record. The steps depend on whether you’re updating or creating pages. Here’s how.

1. In Salesforce, navigate to the Setup section.
2. Select Object Manager.
3. Choose one of the supported objects: Account, Contact, or Opportunity.
4. Select Lightning Record Pages, then choose a page.
5. On the selected record page, select Edit.
6. From the Lightning App builder, search
   for Canva for Salesforce.
7. Drag the Canva for Salesforce component into the page.
8. Select Save.

1. In the Lightning Record Page, select New to create a page.
2. Select Record Page then, click Next.
3. In the Label field, enter a name for the page.
4. Search
   for the relevant object type from the Object dropdown, then click Next.
5. Choose a page template, then select Done.
6. From the Salesforce Lightning App builder, search
   for Canva for Salesforce.
7. Drag the Canva for Salesforce component into the page.
8. To activate and make the page visible to users, click Activate. To do it later, select Not Yet.
9. Assign the desired level for the page.

After successfully setting up the Canva for Salesforce app, a team brand designer or admin needs to create atleast one Brand Template in Canva.