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Requirements

Salesforce surfaces

Section titled “Salesforce surfaces”

Map Records and Take Action (three_levers__reportMapWithFence) runs on:

  • Lightning App pages
  • Home pages
  • Record pages

Report data

Section titled “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).

Overlay services (paid API)

Section titled “Overlay services (paid API)”

Clickable boundary layers require a provisioned GIS service on your Three Levers API key. There is no public layer catalog—service names are assigned per engagement.

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

Permissions

Section titled “Permissions”

Users need:

  • Access to the Salesforce report used by the component
  • Permission to run the Flow connected via Send to Flow
  • Permission set(s) from package installation

When using the hosted map, configure Named Credential, CSP Trusted Site (frame-src), and API key per Three Levers GIS API setup guides.