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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

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Simple Signature Address Verification Highlighter List Browse Support Book a Demo
List Browse · How-to

Install List Browse

How to do it in List Browse, 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.

  1. Open the List Browse listing on the AppExchange. Click Get It Now.

    Go to List Browse on the AppExchange. Sign in when the AppExchange asks. It shows a Trailblazer sign-in or a Salesforce login page. A Trailblazer account is the free login for Trailhead and the AppExchange. If the AppExchange lists your orgs and your org is not there, link it to your Trailblazer account first.

  2. Pick your sandbox as the place to install.

    The AppExchange shows the buttons Install in Sandbox and Install in Production, or a list of your orgs. For your first install, pick the sandbox. Later, repeat these steps and pick production.

  3. 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. When List Browse is already in the org, this window may not show.

  4. Sign in to the org.

    Salesforce opens the install page for List Browse, with three choices of who to install for. When List Browse is already in the org, the page offers Upgrade in place of Install.

  5. Pick Install for All Users. Then click Install.

    Every user who browses records needs access to List Browse. When the install takes a while, Salesforce says it will email you when it finishes.

    The Salesforce install screen for List Browse, with Install for All Users selected.
  6. Assign List Browse (Admin) to each admin who sets up List Browse.

    List Browse has three permission sets.

    WhoPermission setWhat it allows
    Admins who set up List BrowseList Browse (Admin)Runs List Browse and opens its Configure page.
    Every other userList Browse (User)Runs List Browse, without the admin features.
    Users of an Experience Cloud siteList Browse (Guest)Runs List Browse on a site. Skip it if you have no site.

    Open Setup. In the Quick Find box, type Permission Sets. Click Permission Sets. Click List Browse (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.

  7. Assign List Browse (User) to every other user.

    Go back to Permission Sets. Click List Browse (User). Assign it the same way, to every user who browses records.

Applies to

List Browse 3.0.x. These steps come from the tested List Browse implementation guide, where they sit with the steps before and after them.

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