Getting started
Who this documentation is for
Section titled “Who this documentation is for”These guides are for operators and implementers: Salesforce admins, integration partners, and developers embedding my tools. They are procedural reference—not sales discovery. For consulting or API provisioning, use Contact on the main site.
Salesforce prerequisites
Section titled “Salesforce prerequisites”Most products assume:
- A Salesforce org where you can install packages or configure Named Credentials
- Permission to create or edit Lightning pages, Flows, and (for the iFrame plugin) Sites and Visualforce
- Report or record data with latitude/longitude or address fields when geography is involved
Support channels
Section titled “Support channels”| Product | Support channel |
|---|---|
| Map Records and Take Action (free package) | Docs + email; contact support |
| Three Levers GIS API (paid) | Docs + email + phone |
| Lightning Flow iFrame (WordPress) | WordPress.org support forum |
| Lightning Flow iFrame (JavaScript) | Contact support for implementation help |
| Image Upload Enhanced (free unlocked package) | Docs + email; contact support |
| Time Zone Aware DateTime to Text (free unlocked package) | Docs + email; contact support |
| Send Email with Calendar Event (free unlocked package) | Docs + email; contact support |
| Add to Calendar (free unlocked package) | Docs + email; contact support |
Next steps
Section titled “Next steps”- Open your product overview under Products in the sidebar.
- Follow Install, Installation, or Salesforce setup in order.
- If you’re stuck, check Troubleshooting, then Contact support.