Skip to content
Book a Demo Open a Case

Salesforce apps by To A Finish

Four managed packages that run inside your own Salesforce org.

Simple Signature

Document creation and e-signatures in Salesforce

Address Verification

Clean, verify and geocode Salesforce addresses

Highlighter

Colors, renames or hides Salesforce fields

List Browse

Browse Salesforce records without list clicking

Get started

Install, configure and roll out a TAF package.

Implementation guides Soon

Step by step, Lightning and Classic

How-to articles Soon

One article per task

Book a demo

See a package in a live org

Compatibility Soon

Editions and releases we support

Get help

Open a case and a person reads it.

Open a support case

The fastest route to an answer

Give us access

Let us sign in and see the problem

Support home

Guides, release notes and the case form

Troubleshooting Soon

Search by the error text you see

Documentation

Written for admins, not for developers.

Implementation guides Soon

Install and configure each package

How-to articles Soon

One task per article

Change log

What changed in each release

Compatibility Soon

Editions and seasonal releases

Simple Signature Address Verification Highlighter List Browse Support Book a Demo
Support

Give us access

Let a TAF support person sign in to your Salesforce org as you and see the problem. You never send a password. Access ends on the date you choose.

Show me the steps Open a case

Before you start

  • Sign in to Salesforce as the user who sees the problem. We sign in as you, so we see what you see.
  • In the Salesforce list, our apps show as ToAFinish Support.
  • Salesforce records each setup change we make while signed in as you. Your admin sees them in the Setup Audit Trail.

Grant access

  1. Click your profile picture at the top right of Salesforce.
  2. Click Settings.
  3. In the Quick Find box on the left, type Grant.
  4. Click Grant Account Login Access. In some orgs its name is Grant Login Access.
  5. Find the row ToAFinish Support.
  6. In the Access Duration list on that row, pick a period. One week is usually enough.
  7. Click Save.
Drawing of the Salesforce Settings screen. Mark 1 is the profile picture. Mark 2 is Settings. Mark 3 is the Quick Find box with the word Grant. Mark 4 is Grant Account Login Access in the left menu. Mark 5 is the ToAFinish Support row. Mark 6 is the Access Duration list, set to 1 Week. Mark 7 is the Save button.
A drawing of the Salesforce screen. The numbers match the steps above. Your screen may look a little different. Click the drawing to open it full size.

Tell us you did it

On the case form, set Can You Provide Access? to Yes, I already granted it. Already sent the case? Reply to our email and say so.

ToAFinish Support is not in the list

Salesforce hides the row in three cases:

  • Your admin turned off access for users who are not admins.
  • Your user has no license for our app.
  • The app is licensed to your whole org. Then only an admin with the Manage Users permission can grant access.

In each case, ask your Salesforce admin to grant the access. An admin controls this list in Setup, under Login Access Policies.

End access early

  1. Open the same page again, the way you opened it above.
  2. On the row ToAFinish Support, pick --No Access--.
  3. Click Save.

Find your org ID

The case form also asks for your Salesforce org ID.

  1. Click the gear icon at the top right of Salesforce.
  2. Click Setup.
  3. In the Quick Find box, type Company Information.
  4. Click Company Information.
  5. Copy the value beside Salesforce.com Organization ID.

You cannot grant access

Say so on the case form. Paste the exact error text and tell us the steps that cause it. We work from those instead.

Support

Ready to send your case?

Open a case and tell us what you see. A person reads every case.

Open a case