Installation

Install the package

Install Three Levers Core (namespace three_levers) from AppExchange or your install link.

For screenshots, install links, and third-party access approval, follow Quick Start §1 — Install the managed package.

Validate in a sandbox first: report columns, Flow variables, and (if used) API credentials.

Permission sets

The package does not include a permission set. Create and assign permission sets (or use profiles) so users can run reports and use the map component—see the note at the end of Quick Start §1.

When using the GIS API, also create a permission set with External Credential Principal access—see GIS API Authentication.

Add to Lightning pages

The Quick Start clones the sample Map Records and Take Action page rather than building from scratch:

1. Quick Start §4 — Clone the sample Lightning page
2. Quick Start §5–§7 — configure the map, paste JSON, save, and activate

To add the component to another page manually: Lightning App Builder → drag Map Records and Take Action (reportMapWithFence) → save and activate.

When you use the GIS API

Complete the free Quick Start path first so the page works in draw-fence mode. Then add hosted overlay settings per GIS API Salesforce setup — Step 7.

After Three Levers provisions your service, the package already includes Named Credential Three_Levers_API and External Credential Three_Levers_API. Configure your client API key in both the External Credential Named Principal and Three Levers GIS Setting—see GIS API Salesforce setup.

Then:

1. CSP Trusted Site for hosted map frame-src — Hosted map
2. Set "service": "YourOrg_ServiceName" and "serviceUrl": "https://apis.threelevers.com/gis/map/v1/" in component JSON or Map Overlay fields

Next: Configuration.