Steps to Setup Digital Twin Capabilities

Prerequisite Tasks:

1. Install both the Main RenderDraw and Digital Twin Salesforce packages

   1. Install Main package first. Instructions found here

Tasks:

1. Add two tabs (ex. 3D Visual and 3D Admin) to Object Lightning Record Page where your products are maintained and will be visualized

   1. Ex. Product Standard Object

   <figure><img src="../../../.gitbook/assets/image (14).png" alt=""><figcaption></figcaption></figure>

   1. On the first newly created tab, drag Custom Component 3D Interaction Canvas

   2. On the second newly created tab, drag Custom Component 3D Scene Director

   3. Activate and Save layout

2. Add tab (ex. Digital Twin) to Object Lightning Record Page where your assets are maintained and will be visualized

   1. Ex. Asset Standard Object

   <figure><img src="../../../.gitbook/assets/image (15).png" alt=""><figcaption></figcaption></figure>

   1. On the newly created tab, drag Custom Component RenderDraw Digital Twin

   2. Activate and Save layout

3. Add Flow to Object Lightning Record Page where your customer accounts are maintained named Digital Twin Search referenced here

   1. Ex. Account Standard Object

   <figure><img src="../../../.gitbook/assets/image (16).png" alt=""><figcaption><p><strong>Note</strong>: Out of the box actions available on the bottom right section</p></figcaption></figure>

4. Create custom text field (255 characters) on Object where your products are maintained and will be visualized named "Drawing Reference"

   1. Ex. Product Standard Object

   <figure><img src="../../../.gitbook/assets/image (17).png" alt=""><figcaption><p><strong>Note:</strong> Set max character length at bottom of page to 255 characters</p></figcaption></figure>

5. Create custom lookup field on Object where your products are maintained and will be visualized named "Parent Product" that is Related To = Product

   1. Ex. Product Standard Object

   <figure><img src="../../../.gitbook/assets/image (18).png" alt=""><figcaption></figcaption></figure>

6. Create a new formula text field on Object where your assets are maintained and will be visualized

   1. Ex. Asset Standard Object

   2. Name = "Drawing Reference"

   3. Forumla Return Type = "Text"

   4. Formula = Product2.Drawing_Reference__c 1.

      <figure><img src="../../../.gitbook/assets/image (13).png" alt=""><figcaption></figcaption></figure>

   5. Save

7. Edit Custom Metadata Type

   1. Setup -> Custom Metadata Types -> RenderDraw Relationship -> Manage Records -> Edit "Product Relationship" 1.

      <figure><img src="../../../.gitbook/assets/image (19).png" alt=""><figcaption></figcaption></figure>

   2. Child Node Related Object = Product

   3. Child Node Lookup Field = "Drawing Reference" 1.

      <figure><img src="../../../.gitbook/assets/image (21).png" alt=""><figcaption></figcaption></figure>

   4. Save

8. Add New Custom Metadata Record

   1. Setup -> Custom Metadata Types -> RenderDraw Relationship -> Manage Records -> New -> 1.

      <figure><img src="../../../.gitbook/assets/image (20).png" alt=""><figcaption></figcaption></figure>

   2. Name = Asset, Entity = Asset

   3. RenderDraw Setting = Default RenderDraw Settings

   4. Parent Relationship Settings Lookup = Product ID 1.

      <figure><img src="../../../.gitbook/assets/image (12).png" alt=""><figcaption></figcaption></figure>

   5. Save

9. Edit Custom Metadata Type

   1. Setup -> Custom Metadata Types -> Digital Twin Settings -> Manage Records -> Edit "Asset Digital Twin" 1.

      <figure><img src="../../../.gitbook/assets/image (69).png" alt=""><figcaption></figcaption></figure>

   2. Value Field = "Drawing Reference" 1.

      <figure><img src="../../../.gitbook/assets/image (67).png" alt=""><figcaption></figcaption></figure>

   3. Save

10. Ensure both page layouts used from above have Drawing Reference field added

11. Create Parent Product

    1. Drawing Reference field should be the naming convention used in the visualization root object

12. Create Children Products

    1. Relate Parent Product field

    2. Drawing Reference is the naming convention used in the visualization file for given node

13. Create Assets

    1. Parent and children products all need asset records

    2. Reference Products created in Steps 10-11, and Parent Asset accordingly