Quick Start

This guide is the minimum path for the free package (OpenStreetMap + draw fence, no GIS API key). For full requirements and optional API setup, see Requirements and Configuration.

Before you begin

Review Requirements: supported Lightning surfaces, report location columns, and the ~2,000 row limit per report refresh.

1. Install the managed package

Install Three Levers Core (namespace three_levers) using the link for your org type:

Org	Install link
Production	login.salesforce.com — install package
Sandbox	test.salesforce.com — install package

On the Install Three Levers Core screen:

1. Select Install for All Users.
2. Check I acknowledge that you are installing a non-Salesforce application (required).
3. Click Install.

When prompted with Approve Third-Party Access:

1. Review the CSP trusted sites (OpenStreetMap tiles and apis.threelevers.com).
2. Check Yes, grant access to these third-party web sites.
3. Click Continue.

Assign the package permission set(s) to users who will open the map page.

2. Open the sample report

The package includes a sample report folder for smoke testing.

1. In Salesforce, go to Reports.
2. Open All Folders → Three Levers GIS Test Reports.
3. Open Map External Features Test Accounts.
4. Adjust the report filters so the rows you want on the map are included, then run the report.

For your own production use, you will point the component at your report instead of this sample.

3. Create a Flow from the template

1. Open Flows and click New Flow.
2. Under Categories, open Screen Automations (or choose Screen Flow under Frequently Used).

3. Select the template Map Your Records TEMPLATE (included with the package).

4. On Save the flow, enter a Flow Label and Flow API Name (for example Map Your Records SAMPLE / Map_Your_Records_SAMPLE).
5. Click Show Advanced and confirm Source Template is Map Your Records TEMPLATE and Type is Screen Flow.

6. Click Save, then Activate the Flow. You will select this Flow API name in the map configuration.

See Flow integration for inIds, outIds, nearIds, and String to Collection.

4. Clone the sample Lightning page

1. Open Lightning App Builder.
2. Find the sample page Map Records and Take Action (shipped with the package).
3. Use Clone so you have your own copy to edit.
4. Save and Active your new page.

5. Configure the map on the page

From the App Launcher, open your cloned page and begin configuration on the live map preview.

1. Report — Select Map External Features Test Accounts (or your report).
2. Geolocation — Choose Report Fields (latitude/longitude columns) or Address Fields (geocoded addresses). The map preview should show your records.
3. Select the Configure gear on the map preview (lightning icon).

In the configuration dialog:

Setting	Value
Id column	Account ID (or the column that holds Salesforce record Ids)
Flow	The Flow you created from Map Your Records TEMPLATE (for example Map_Your_Records_SAMPLE)
Near distance	Miles for the NEAR band (for example 5)

4. Select Copy JSON, then Edit Page.

The copied JSON includes your report id, flow name, near distance, and (when unused) empty service for free mode:

{
  "service": "",
  "serviceUrl": "https://apis.threelevers.com/gis/map/",
  "flowApiName": "Map_Your_Records_SAMPLE",
  "nearDistanceMiles": 5
}

6. Paste JSON in App Builder

With the component still selected in App Builder:

1. Paste the copied JSON into Configuration JSON.
2. Set Height as needed (for example 500px).
3. Optionally adjust Wrap in card and Card title.

7. Save and activate

1. Save the page.
2. Activate the page and assign it to the appropriate app, profile, or Lightning Experience navigation.

Open the page in your app. You should see report markers on the map. Use Draw fence to select an area, review IN / OUTSIDE / NEAR counts, then Send to Flow to pass record Ids into your Flow.

Next steps

Topic	Page
Draw fence and selection	Using the map
IN / OUT / NEAR	IN / OUT / NEAR
Flow variables	Flow integration
Hosted boundaries (paid)	Three Levers GIS API

Stuck? Contact support.