Map Records and Take Action
Find the people in an area—and act on that selection.
Put a Salesforce report on a map. Draw the area, or click a boundary. Review who falls inside, outside, or near it, then send those records into the Flow you already use for outreach or assignment.
The admin chooses which Flow runs. Staff don’t build a new process. They finish the one they have.
Draw an area, review who’s inside, and send those records to Flow.
- Review
- Follow the workflow on this page: select an area, review the records, and see the handoff into Flow.
- Install
- Production and sandbox. Managed package. You’ll need a report with location columns, and a Screen Flow that can receive the selected record IDs.
- Get help
- Setup notes are in the support docs. For help wiring it into your org, write Jason.
1. Select an area on the map.
Plot a report (up to about 2,000 rows) and draw the area. Rows appear as markers.
2. Review the matching records.
The map marks each row inside, outside, or near the area. Near distance is configurable.
3. Run the outreach or assignment Flow.
Send to Flow passes the matching record IDs into the Screen Flow you already use.
Drawing the area is included. When the area has to be a district or service area you already maintain, add the GIS API. That same lookup also runs from Flow, without this map.
| Capability | Free (no API key) | Paid (provisioned services) |
|---|---|---|
| Report markers | ✓ Leaflet + OpenStreetMap | ✓ Hosted map |
| Draw fence (circle, rectangle, polygon) | ✓ | ✓ |
| IN / OUTSIDE / NEAR | ✓ | ✓ |
| Send to Flow | ✓ | ✓ |
| Click your boundary layer | — | ✓ |
| Hosted map + expand modal | — | ✓ |
| Lookup / Geocoder in Flow | — | ✓ per service |
| Config UI in Lightning | ✓ | ✓ (+ overlay when key present) |
Without a Three Levers API key, you still get a full workflow using draw fence on OpenStreetMap. Add provisioned layers when you need official or custom boundaries you can click on the map (same key, one service per layer).
Draw a fence (free)
Sketch a polygon, circle, or rectangle on the map. Apply classifies your report markers as inside, outside, or within a NEAR band—then send IDs to Flow. No API key required.
Click your layer (paid API)
With a provisioned service name on your API key (you may have several), click official boundaries on a hosted map. Same IN / OUTSIDE / NEAR and Send to Flow.
Send to Flow
Passes Text variables inIds, outIds, nearIds, and optional nearNum. Use the included String to Collection invocable APEX to split comma-separated IDs in Flow.
Outreach by boundary
Click a provisioned layer or draw a fence → add to campaign in Flow
Service area review
See who’s inside, outside, or near a program area
“Near the line” work
NEAR band in miles → assign field staff
Record enrichment
Lookup API in Flow (no map) → stamp district on Account
Address + districts
CensusGeocoder service when provisioned → validation rules
Install the Three Levers Core managed package (namespace three_levers) from AppExchange or your install link. Grant users access via profiles or permission sets, add Map Records and Take Action in App Builder, and wire your report and Flow.
- ~2,000 report rows per refresh (Salesforce Analytics API)
- Boundary GeoJSON is not unlimited—each API service is sized at onboarding
- Sandbox API keys: not offered today
- No published API rate caps (fair use in agreement)
- Is the package really free forever?
- Yes. Local map, draw fence, and Send to Flow stay free.
- Do I need Salesforce Maps?
- No. This is a standalone package.
- Can I buy “King County districts” off the shelf?
- No catalog. I provision your layers and service names per contract.
- What are KCDistricts in screenshots?
- Marketing examples only.
- What variables are passed to the Flow?
- Text: inIds, outIds, nearIds; optional nearNum.
- Can I use a lookup separate from the map?
- Yes. One API key can include multiple named services—map layers and Flow lookup/proxy callouts. Each call specifies which service you need.
Need your boundaries on the map or lookup from Flow without opening the map?
Subscribe to the GIS API when you need your boundaries on the map or lookup from Flow without opening the map.
Ready to install or add a layer?
Free package: docs + email support. Paid API: docs + email + phone.