Salesforce App

Use Suger to sell and co-sell within your Salesforce

📄️ Permission Sets

Suger uses Salesforce Permission Sets to strictly control user access. These permission sets determine which Suger Tabs are visible to a user and which Action Buttons (e.g., Create Private Offer) appear on their record pages.

📄️ App Settings

This guide covers configuration options available within the Suger App settings and Salesforce setup.

📄️ Custom Objects

This guide documents all custom objects in the Suger Salesforce App. These objects store marketplace data synced from AWS, Azure, GCP, and Snowflake marketplaces.

📄️ Custom Permissions

This guide documents all custom permissions in the Suger Salesforce App. Custom permissions control feature access and UI visibility for offers, referrals, and administrative functions.

📄️ Apex Actions

This guide documents the Apex Actions (Invocable Methods) provided by the Suger Salesforce App. These actions can be used in Salesforce Flows, Process Builder, and other automation tools to integrate co-sell workflows.

📄️ Quick Actions

To streamline sales workflows, you can add Suger Quick Actions directly to Salesforce record pages. These buttons allow users to create offers or initiate co-sell referrals immediately without navigating away from the record.

📄️ Create private offer

Easily create offers using the Suger App within your Salesforce Console.

📄️ Create Reseller Authorization

Easily create Reseller Authorization using the Suger App within your Salesforce Console.

📄️ Create Co-Sell

Easily create Co-Sell using the Suger App within your Salesforce Console.

FAQ

• How does the AWS opportunity score show in Salesforce after the opportunity has been accepted and scored?

  It will appear on the referral record detail page. The field's API name is Suger__AWS_EngagementScore__c, in case you'd like to set up any automation or formula fields.

• One field I’m having trouble setting up is the opportunity ID for partner CRM unique ID. It’s not letting me pull it up in the Salesforce field section.

  That field is mapped by default. So we do not need to set up mapping for it.

• Once the offer is created, the “Copy Offer URL” button on the offer object in Salesforce does nothing; why?

  Once an offer is created, you'll probably need to wait 3 to 5 minutes until it's actually created in the AWS Marketplace; only then will you be able to copy the link. Before that time, Suger will send the Offer data to AWS to create the offer. If you refresh the page after a few minutes, the Offer URL will be available in the Copy Button.

• Can we do Agreement-Based Offers (ABO) out of Salesforce, or do we need to use the Suger console?

  Yes, you can do it out of Salesforce.

• I am creating my first offer in Salesforce using Suger. Everything is filled out except for the API name. How can I find the API name?

  You have to define the API Name for your new dimensions. In this case, I would use the same dimension name but in lowercase and underscores instead of spaces.

• I created a referral directly in ACE, which has now been validated. Will that referral show up in Salesforce? If yes, how can I connect the referral I made in ACE to an opportunity that we have in Salesforce now?

  They will appear in your Salesforce the next time it's updated (e.g. after AWS accepts it or you manually edit something). If you could please put the Salesforce opportunity's ID into the "Partner CRM Unique Identifier" field, our system will make it show up in Salesforce and associate them together.

• The engagement score is showing on the referral in Salesforce; is it possible to have that field show up on the actual opportunity screen? If so, what steps would our team have to take to complete this?

  This is possible but must be done in your Salesforce instance.

• On the Suger <> Salesforce Integration, does it handle Public Offer Invoices? For example, if new customers purchase on AWS, will it send over that data (in any form) to Salesforce?

  Yes, we support auto-backfilling for Salesforce based on public offers.

• How do we sign up for and use the testing environment?

  You can easily create a testing environment connected to your Sandbox Environments within our platform. Once you set up your Suger Account here, you'll be able to add an additional environment associated with it.