Map your report.
Draw the line.
Run your Flow.
See your Salesforce report on a map, select what's inside a boundary, and send those record IDs to a Flow—in one free Lightning component.
Free mode: OpenStreetMap, draw fence, and Send to Flow. Add one or more provisioned GIS services on your API key when you need clickable boundary layers on a hosted map.
Map Records and Take Action plots tabular report rows on a map, lets staff click your organization’s boundary layer (paid API add-on) or draw a fence (free local or API hosted), and classifies every row as inside, outside, or near. Send to Flow passes record IDs into the Screen Flow you already use for campaigns, assignment, and outreach. The managed package is free forever. When you need your boundaries on the map—or lookup from Flow without opening the map—Three Levers provisions named GIS services on your API key at apis.threelevers.com (one key, multiple service names as you add layers).
1. Plot
Configure a report and location columns (up to ~2,000 rows per refresh). Rows appear as markers on OpenStreetMap (free) or a hosted map when you use a provisioned API service.
2. Select
Click a provisioned boundary overlay or draw a fence. The map classifies records as IN, OUTSIDE, and NEAR (configurable distance).
3. Act
Send to Flow passes inIds, outIds, nearIds, and nearNum to your Screen Flow—you design campaigns, assignments, and updates.
| Capability | Free (no API key) | Paid (provisioned services) |
|---|---|---|
| Report markers | ✓ Leaflet + OpenStreetMap | ✓ Hosted map |
| Draw fence (circle, rectangle, polygon) | ✓ | ✓ |
| IN / OUTSIDE / NEAR | ✓ | ✓ |
| Send to Flow | ✓ | ✓ |
| Click your boundary layer | — | ✓ |
| Hosted map + expand modal | — | ✓ |
| Lookup / Geocoder in Flow | — | ✓ per service |
| Config UI in Lightning | ✓ | ✓ (+ overlay when key present) |
Without a Three Levers API key, you still get a full workflow using draw fence on OpenStreetMap. Add provisioned layers when you need official or custom boundaries you can click on the map (same key, one service per layer).
Draw a fence (free)
Sketch a polygon, circle, or rectangle on the map. Apply classifies your report markers as inside, outside, or within a NEAR band—then send IDs to Flow. No API key required.
Click your layer (paid API)
With a provisioned service name on your API key (you may have several), click official boundaries on a hosted map. Same IN / OUTSIDE / NEAR and Send to Flow.
Send to Flow
Passes Text variables inIds, outIds, nearIds, and optional nearNum. Use the included String to Collection invocable APEX to split comma-separated IDs in Flow.
Outreach by boundary
Click a provisioned layer or draw a fence → add to campaign in Flow
Service area review
See who’s inside, outside, or near a program area
“Near the line” work
NEAR band in miles → assign field staff
Record enrichment
Lookup API in Flow (no map) → stamp district on Account
Address + districts
CensusGeocoder service when provisioned → validation rules
Install the Three Levers Core managed package (namespace three_levers) from AppExchange or your install link. Grant users access via profiles or permission sets, add Map Records and Take Action in App Builder, and wire your report and Flow.
- ~2,000 report rows per refresh (Salesforce Analytics API)
- Boundary GeoJSON is not unlimited—each API service is sized at onboarding
- Sandbox API keys: not offered today
- No published API rate caps (fair use in agreement)
- Is the package really free forever?
- Yes. Local map, draw fence, and Send to Flow stay free.
- Do I need Salesforce Maps?
- No. This is a standalone package.
- Can I buy “King County districts” off the shelf?
- No catalog. We provision your layers and service names per contract.
- What are KCDistricts in screenshots?
- Marketing examples only.
- What variables are passed to the Flow?
- Text: inIds, outIds, nearIds; optional nearNum.
- Can I use a lookup separate from the map?
- Yes. One API key can include multiple named services—map layers and Flow lookup/proxy callouts. Each call specifies which service you need.
Need your boundaries on the map or lookup from Flow without opening the map?
Three Levers provisions named GIS services on your API key—map layers and location-aware lookups (multiple service names per key). Billed per service setup + API usage.
Ready to install or add a layer?
Free package: docs + email support. Paid API: docs + email + phone.
Tell me about your mapping needs
A few details help me understand whether the free package, paid GIS layers, or both fit your org.
Inquiry form powered by my Lightning Flow iFrame.
Prefer to schedule? Book a call on the contact page.