3D Model Integration

Introduction to 3D Models

Just as you have the option to add in Images and GIFs to your Form Templates you can also add in 3D models for your users to see full 360 degree views of your content.

Reasons why you might want to use 3D models are as follows:

• When technicians are servicing or inspecting items while in the field, the Threekit integration allows them to have access to a 3D model of the piece of equipment they are working with. This 3D model allows them to virtually spin around, zoom in and work with complex asset explosion models as part of field service procedures.

• In addition, the Threekit Augmented Reality experience will enable your mobile workforce to showcase assets during a sales conversation, allowing your customer to visualize the product in their physical space.

How to Setup Threekit for Use with 3D Models

Prerequisites 

• Threekit account (for your organization).
• All desired models must be uploaded to Threekit before they can be added to a template

Linking a Threekit Account

1. Get the domains for your Salesforce org (https://MYORG--disco.lightning.force.com, https://MYORG--disco.visualforce.com and https://MYORG--disco.vf.force.com).
2. In your Threekit account:
   1. Navigate to Settings -> Tokens
   2. Click Add Token
   3. Enter a name for the token
   4. Set Permissions to Public
   5. Add the domains from your Salesforce org from above under Domains
   6. Click Add Token
   7. After being redirected, you will be able to see the Tokens List
   8. Copy the token string for the token that was created (the string after the three dashes)
3. Go back to your Salesforce org:
   1. Navigate to Setup -> Custom Metadata Types
   2. Select Manage Records on the 3D Model Setup entry
   3. Click New record, or if an entry already exists, click Edit
   4. Click the Blue Arrow on the right side of the page to access the force.com menu
   5. Select Edit Layout
   6. From the Fields at the top of the page, drag and drop the Auth Token field on the first section of the page layout
   7. Click Save
   8. Provide a label, and paste the token string from Threekit into the Auth Token field
   9. Click Save
4. For every model in Threekit that needs to be accessible in a form:
   1. Go back to Setup Custom Metadata Types
   2. Select 3D Model -> Manage Records
   3. Click New
   4. Click the Blue Arrow on the right side of the page to access the force.com menu
   5. Select Edit Layout
   6. From the Fields at the top of the page, drag and drop the Asset Id and Stage Ids fields on the first section of the page layout
   7. Set a Label, and a 3D Model Name
      • Note: Asset Id can be found in the Threekit dashboard under Catalog -> Selecting an entry -> copying section of the URL after '/items/'
      • Note: Stage Ids can be found in the Threekit dashboard under Stages -> Selecting an entry -> copying section of the URL after '/stages/'
   8. Click Save once all desired data has been set

How to Add 3D Models to Form Templates

1. In your Salesforce org visit the Form Template tab  and select an existing form or create a new form
   • If you select an existing form, click the Edit button to open the Form Template Builder
2. In the Form Template Builder, add a new Content element to an existing section or a new section.
   1. Set Type to 3D Model
   2. Select your desired 3D model from the 3D Model picklist
   3. Once the preview has loaded, position the model in a desired preview state and click Set as 3D Model Image Preview
   4. Click Save
3. Finish and publish the form
4. Create a new form with the template
5. The selected model(s) should now be viewable in the form.