Implementation guides
Install and set up each app, one step at a time. Each guide can also go to an AI that works in your browser. The AI does the steps, and you approve each change.
Simple Signature Soon
Document creation and e-signatures in Salesforce. The guide comes next. Until then, open a case for setup help.
Open a caseAddress Verification Soon
Clean, verify and geocode Salesforce addresses. The guide comes next. Until then, open a case for setup help.
Open a caseHighlighter
Install Highlighter and set up your first highlighted field in Salesforce Lightning, one step at a time.
Applies to version 3.0 Updated 8 Oct 2026
Open the guideList Browse
Install List Browse and set up the Browse button and the List Browse component in Salesforce Lightning, one step at a time.
Applies to version 3.0 Updated 8 Oct 2026
Open the guideBefore you start
- Install in a sandbox first. Each guide tells you when to repeat the steps in production.
- Sign in as a user with admin rights.
- Update to the newest version before you report a bug. TAF works on bugs in the newest version only. The change logs hold the install links.
Stuck on a step?
Open a case and send the link to the step. A person reads every case.