Map Records and Take Action
See your Salesforce report on a map, classify records as IN, OUTSIDE, or NEAR, and Send to Flow with inIds, outIds, and nearIds.
Component: three_levers__reportMapWithFence in managed package Three Levers Core (namespace three_levers).
Marketing page: Map Records and Take Action
Free vs paid
Section titled “Free vs paid”| Mode | What you get |
|---|---|
| Free (no API key) | Leaflet + OpenStreetMap, draw fence, IN / OUTSIDE / NEAR, Send to Flow |
| Paid (provisioned services) | Hosted map, click your boundary layer(s), lookup / CensusGeocoder on the same API key |
Without an API service you still have a full workflow with draw fence. Add one or more provisioned layers when you need boundaries you can click on the map (same key, different service names per layer).
Workflow
Section titled “Workflow”New to the package? Follow the Quick Start end to end. The steps below map to that guide:
- Configure — Report, location columns, optional Flow (Quick Start §5–§6)
- Plot — Up to ~2,000 rows per report refresh (Quick Start §2)
- Select — Click provisioned overlay or draw fence (Using the map)
- Act — Send to Flow; use String to Collection invocable to split ID lists (Quick Start §3, Flow integration)
Where it runs
Section titled “Where it runs”- Lightning App pages
- Home pages
- Record pages
Documentation map
Section titled “Documentation map”| Task | Page |
|---|---|
| Free package — get running | Quick Start (steps 1–7) |
| Check compatibility | Requirements (Quick Start — Before you begin) |
| Install the package | Installation (Quick Start §1) |
| Wire report and API service | Configuration (Quick Start §5–§6) |
| Pan, zoom, select | Using the map |
| Understand IN / OUT / NEAR | IN / OUT / NEAR |
| Pass IDs to Flow | Flow integration |
Support: documentation + email (free package). Paid GIS API clients also receive phone support.
Still stuck? Contact support.