Install Highlighter
How to do it in Highlighter, one step at a time.
Last updated 8 Oct 2026
Install into a sandbox first. When the whole guide works there, come back and install into production.
Open the Highlighter listing on the AppExchange. Click Get It Now.
Go to Highlighter on the AppExchange. The AppExchange asks you to sign in with a Trailblazer account. That is the free login for Trailhead and the AppExchange. It then lists the orgs linked to that account. Pick your org. If your org is not in the list, link it to your Trailblazer account first. The AppExchange then asks where to install.
Click Install in Sandbox.
For your first install, pick the sandbox. Later, repeat these steps and pick Install in Production.
Tick the terms box. Then click Confirm and Install.
The page lists the package and the org it goes into. Tick I have read and agree to the terms and conditions. Salesforce then asks you to sign in to that org.
Sign in to the org.
Salesforce opens the install page for Highlighter, with three choices of who to install for.
Pick Install for All Users. Then click Install.
Only an admin sets Highlighter up, but every user needs access to its pages. When the install takes a while, Salesforce says it will email you when it finishes.
Assign Highlighter (Admin) to each admin who sets up actions.
Highlighter has two permission sets.
Who Permission set What it allows Admins who set up Highlighter Highlighter (Admin) Opens the setup page and saves actions. Every other user Highlighter (User) Lets record pages read the actions and show the highlights. Open Setup. In the Quick Find box, type Permission Sets. Click Permission Sets. Click Highlighter (Admin). Click Manage Assignments, then Add Assignment. Tick each admin. Click Next. Salesforce asks whether the assignment expires. Leave it with no expiration date. Click Assign.
Assign Highlighter (User) to every other user.
Go back to Permission Sets. Click Highlighter (User). Assign it the same way, to every user who opens records with highlights.
Open the Highlighter setup page.
Open Setup. In the Quick Find box, type Installed Packages. Click Configure beside Highlighter. The Highlighter Setup page opens. The first time, it shows a red error. The next chapter fixes it.
Applies to
Highlighter 3.0.x. These steps come from the tested Highlighter implementation guide, where they sit with the steps before and after them.
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