Salesforce App

The Suger App is a managed package you install from Salesforce AppExchange. Once it is connected, marketplace data lands in its own Salesforce custom objects — buyers, products, offers, entitlements, revenue records, referrals, and funding — normalized into one shape regardless of whether it came from AWS, Azure, GCP, or Snowflake. Your reps then create private offers, reseller authorizations, and co-sell referrals from an opportunity, and your ops team reports on all of it without exporting a CSV.

This section is both the admin setup path and the reference for everything the package ships: the permission sets and custom permissions that decide who sees which button, the Lightning components and quick actions you place on record pages, the Apex invocable actions you call from Flow, the custom report types, and the OAuth model behind the connection. Setup is a one-time job; the rest of these pages you come back to.

Start here

1. Install the Suger App — install from AppExchange, create a dedicated Integration User, and verify the two-way connection.
2. Assign Suger Permission Sets to Your Team — until someone has a permission set, they see no Suger tabs or buttons at all.
3. Page Components — drop the Suger widget and detail cards onto your opportunity and record pages.
4. Create and manage a private offer — the first thing most teams do from Salesforce once setup is done.

Install and connect

• Install the Suger App — the four-step install: package, Integration User, Salesforce-side configuration, and connecting Suger back to your org.
• App Settings — choose between V1 tabs (local Salesforce objects, sync-delayed) and V2 tabs (read live from Suger), add the Referrals tab, and control widget pinning.
• Authentication & Security — the OAuth 2.0 authorization-code-with-PKCE flow, refresh-token rotation, token storage, and how to revoke access.

Control who can do what

• Assign Suger Permission Sets to Your Team — the task version: pick the right set per person, assign it, and verify it took effect.
• Permission Sets — the catalog: core roles, per-cloud co-sell and marketplace sets, funding, and add-ons.
• Custom Permissions — the finer layer beneath permission sets, including the rule that generic permissions override platform-specific ones.

Put Suger on your Salesforce pages

• Page Components — the panels and cards that live in the body of a record page and show linked offers, referrals, entitlements, and insights.
• Quick Actions — the one-click buttons in the highlights panel at the top of a record, such as New Offer via Suger and Co-Sell with AWS.

Work a deal from an opportunity

• Create and manage a private offer — build the offer, track its status, clone it, then extend, cancel, notify contacts, or download the EULA later.
• Create Reseller Authorization — set the wholesale price for a channel partner (a CPPO); the reseller, not you, makes the final offer to the buyer.
• Create Co-Sell — submit a referral to AWS, Azure, or GCP from the opportunity, and create Salesforce records from a referral that arrived the other way.

Report on and automate marketplace data

• Reports — the custom report types and pre-built reports that ship with the package, and how to build your own on top of them.
• Custom Objects — the field-level reference for every object the package installs, and how they relate to one another.
• Apex Actions — five invocable methods for Flow and Process Builder, covering share, fire-and-forget share, inbound response, linkage, and a shared-status check.
• CRM Enrichment — push Suger engagement scores and marketplace metrics into custom fields on your own records, targeted with SOQL.

Scope and limits

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.