Steps to Setup Digital Twin Capabilities

Prerequisite Tasks:

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

   1. Install Main package first

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

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

   1. Ex. Asset Standard Object

   2. 
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

   2. 

      Note: Out of the box actions available on the bottom right section
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

   2. 

      Note: Set max character length at bottom of page to 255 characters
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

   2. 
6. Edit Custom Metadata Type

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

      1. 
   2. Child Node Related Object = Product

   3. Child Node Lookup Field = "Drawing Reference"

      1. 
   4. Save

7. Add New Custom Metadata Record

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

      1. 
   2. Name = Asset, Entity = Asset

   3. RenderDraw Setting = Default RenderDraw Settings

   4. Parent Relationship Settings Lookup = Product ID

      1. 
   5. Save

8. 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. Formula = Product2.Drawing_Reference__c

   4. Save

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

10. Create Parent Product

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

11. Create Children Products

    1. Relate Parent Product field

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

12. Create Assets

    1. Parent and children products all need asset records

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