Requirements

Review these before your first install. The Quick Start — Before you begin section points here; use both when planning a rollout.

Salesforce surfaces

Map Records and Take Action (three_levers__reportMapWithFence) runs on:

• Lightning App pages
• Home pages
• Record pages

Supported in Quick Start §4–§7 when you clone and activate a Lightning page.

Report data

Your report must include location data in one of these forms:

• Latitude and longitude columns (mapped in reportMapConfig or component JSON)
• Address fields that can be geocoded for plotting

Include a record Id column when you need Salesforce IDs for Flow handoff.

Row limit: approximately 2,000 locations per report refresh (Salesforce Analytics API).

The Quick Start uses the sample report Map External Features Test Accounts—see Quick Start §2. For production, substitute your own report with the same column types.

Overlay services (paid API)

Clickable boundary layers require a provisioned GIS service on your Three Levers API key. There is no public layer catalog—Three Levers assigns one or more service names per engagement on the same key.

Boundary GeoJSON is not unlimited. Each service is evaluated at setup; geometry may be simplified to fit server limits.

Add overlay after the free Quick Start path—GIS API Salesforce setup — Step 7.

Permissions

Users need:

• Access to the Salesforce report used by the component
• Permission to run the Flow connected via Send to Flow
• Profile or permission set access as your org defines (see Quick Start §1)

When using the hosted map, configure the package Named Credential, External Credential Named Principal, Three Levers GIS Setting API key, and CSP Trusted Site (frame-src) per GIS API Salesforce setup and Hosted map.