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.

Object Relationship Overview

The Suger data model centers around marketplace transactions across multiple cloud platforms:

Product__c ─────┬───── Offer__c ─────── Entitlement__c ─────── EntitlementTerm__c
                │           │                   │
                │           │                   └───── RevenueRecord__c
                │           │
                └───── Buyer__c

Referral__c ─────── Funding__c ─────── FundingCashClaim__c

---

Core Marketplace Objects

Buyer__c

Represents cloud marketplace customers/buyers who purchase products through AWS, Azure, GCP, or Snowflake marketplaces.

Label	API Name	Type	Description
ID	Buyer_ID__c	Text (External ID)	The Buyer ID in Suger service
Partner	Partner__c	Picklist	The partner of the Buyer, such as AWS, AZURE, or GCP
Creation Date	Buyer_Creation_Date__c	Date	The creation date of the buyer in Suger service
Description	Buyer_Description__c	Long Text Area	The description of the buyer
Info	Buyer_Info__c	Long Text Area	The detailed info of the buyer
Email Domain	Buyer_Email_Domain__c	Text	The company email domain of the buyer
Location	Buyer_Location__c	Text	The company location of the buyer
External ID	Buyer_External_ID__c	Text	The buyer's external ID from Cloud Marketplaces
Buyer Email Address	Buyer_Email_Address__c	Text	Email address of the buyer
Contact IDs	Contact_IDs__c	Text Area	The contact IDs of the buyer, comma-separated

---

Product__c

Represents products listed across cloud marketplaces. Products are the foundation for creating offers.

Label	API Name	Type	Description
ID	Product_ID__c	Text (External ID)	The product ID in Suger
Partner	Partner__c	Picklist	The cloud partner where this product is listed
Type	Product_Type__c	Text	The type of this product
Status	Product_Status__c	Text	The status of this product listing in the Cloud Marketplace
Creation Date	Product_Creation_Date__c	Date	When the Product is listed in the Cloud Marketplace
Info	Product_Info__c	Long Text Area	The detailed info of product, including the price info
External ID	Product_External_ID__c	Text	The product external ID from the Cloud Marketplaces
Fulfillment URL	Product_Fulfillment_URL__c	URL	The fulfillment URL of the product to signup
Partner ID	Partner_ID__c	Text	Partner ID

---

Offer__c

Represents marketplace offers (private offers, CPPO, etc.) with approval workflows and expiration tracking.

Label	API Name	Type	Description
ID	Offer_ID__c	Text (External ID)	The unique ID of the Offer. Generated by Suger service
Partner	Partner__c	Picklist	The partner where this offer is created (AWS, AZURE, GCP, ALIBABA)
Offer Status	Offer_Status__c	Text	The status of this Offer
Approval Status	Approval_Status__c	Picklist	Approval Status (Not Submitted, Submitted, Approved, Declined, Action Required)
Type	Offer_Type__c	Text	The type of this Offer from the cloud marketplaces
Product ID	Product_ID__c	Text	The ID of Product where this Offer is based on
Product Name	Product_Name__c	Text	The name of the Product where this Offer is based on
Product	Product__c	Lookup	Reference to Product record
Buyer	Buyer__c	Lookup	Reference to Buyer record
Buyer ID	Buyer_ID__c	Text	Buyer ID
Buyer Name	Buyer_Name__c	Text	The name of the Buyer of this Offer
Buyer Account ID	Buyer_Account_ID__c	Text	For AWS: Buyer AWS Account ID. For Azure: Beneficiary ID. For GCP: Customer Billing Account ID
Buyer AWS Account ID	Buyer_AWS_Account_ID__c	Text	Buyer AWS Account ID
Offer Info	Offer_Info__c	Long Text Area	The detailed info of this Offer, including the price info
Meta Info	Offer_Meta_Info__c	Long Text Area	The meta info of this Offer, populated by Suger service
External ID	Offer_External_ID__c	Text	The external ID of this Offer in the cloud marketplaces
Creation Date	Offer_Creation_Date__c	Date	When this Private Offer is created in the Cloud Marketplace
Marketplace Creation Date Time	Marketplace_Creation_DateTime__c	DateTime	The date and time when this offer was created
Acceptance DateTime	Acceptance_DateTime__c	DateTime	When the buyer accepted the offer
Contract Start Time	Contract_Start_Time__c	Date	The contract start time for this offer
Contract End Time	Contract_End_Time__c	Date	The contract end time for this offer
Expire Date	Offer_Expire_Date__c	Date	The date when the Offer expires. Cannot be accepted after expiration
Approval Date	Approval_Date__c	Date	Date when the offer was approved
Opportunity	Opportunity__c	Lookup	Reference to Salesforce Opportunity
Quote (Deprecated)	Quote__c	Text	Deprecated - use QuoteLookup instead
Quote Lookup	QuoteLookup__c	Lookup	The Quote binding to this offer
Created By	Created_By__c	Lookup	Salesforce User who created this offer in Suger marketplace
Created By Email	Created_By_Email__c	Text	Email of the user who created this offer (fallback when no matching Salesforce User)
Error Message	Error_Message__c	Long Text Area	Error Message
Review Comment	Review_Comment__c	HTML	Review Comment
Reseller ID	Reseller_ID__c	Text	The reseller ID for CPPO (Channel Partner Private Offer) offers

---

Entitlement__c

Represents customer entitlements in cloud marketplaces after offer acceptance. Tracks active subscriptions and usage.

Label	API Name	Type	Description
ID	Entitlement_ID__c	Text (External ID)	The Entitlement ID in Suger
Partner	Partner__c	Picklist	The cloud partner where the entitlement is created
Status	Entitlement_Status__c	Text	The status of the Entitlement in the Cloud Marketplace
Type	Entitlement_Type__c	Text	The type of the Entitlement
Product ID	Product_ID__c	Text	The ID of Product where this Entitlement is based on
Product Name	Product_Name__c	Text	The name of the Product where this Entitlement is based on
Product	Product__c	Lookup	Reference to Product record
Offer ID	Offer_ID__c	Text	The ID of the Offer in this Entitlement
Offer Name	Offer_Name__c	Text	The name of the Offer in this Entitlement
Offer	Offer__c	Lookup	Reference to Offer record
Buyer ID	Buyer_ID__c	Text	The ID of Buyer in this Entitlement
Buyer Name	Buyer_Name__c	Text	The name of the Buyer in this Entitlement
Buyer	Buyer__c	Lookup	Reference to Buyer record
AWS Account ID	AWS_Account_ID__c	Text	AWS Account ID
Entitlement Info	Entitlement_Info__c	Long Text Area	The detailed info of Entitlement, including the price info
Meta Info	Entitlement_Meta_Info__c	Long Text Area	The meta info of the Entitlement, populated by Suger service
External ID	Entitlement_External_ID__c	Text	The Entitlement's external ID from the Cloud Marketplaces
Creation Date	Entitlement_Creation_Date__c	Date	When the Entitlement is listed in the Cloud Marketplace
Start Date	Entitlement_Start_Date__c	Date	Start Date
End Date	Entitlement_End_Date__c	Date	When the Entitlement was or will be ended
Opportunity	Opportunity__c	Lookup	Opportunity associated with the entitlement

---

EntitlementTerm__c

Tracks specific terms, commitments, and credits for entitlements over their lifecycle.

Label	API Name	Type	Description
Entitlement Term ID	Entitlement_Term_ID__c	Text (External ID)	Entitlement Term ID
Entitlement	Entitlement__c	Lookup	Reference to parent Entitlement
Offer ID	Offer_ID__c	Text	Offer ID
Type	Type__c	Text	Type (subscription, usage, commitment, credit)
Start Time	StartTime__c	DateTime	Term start time
End Time	EndTime__c	DateTime	Term end time
Commit Amount	Commit_Amount__c	Number	Commitment amount
Used Commit Amount	Used_Commit_Amount__c	Number	Used portion of commitment
Credit Amount	Credit_Amount__c	Number	Credit amount
Used Credit Amount	Used_Credit_Amount__c	Number	Used portion of credits
Reported Amount	Reported_Amount__c	Number	Reported usage amount

---

RevenueRecord__c

Tracks financial transactions and commission tracking for cloud marketplace deals.

Label	API Name	Type	Description
Revenue Record ID	Revenue_Record_ID__c	Text (External ID)	Revenue Record ID
Entitlement	Entitlement__c	Lookup	Reference to Entitlement
Revenue Type	Revenue_Type__c	Text	Type of revenue
Amount	Amount__c	Currency	Transaction amount
Date	Date__c	DateTime	Transaction date
Invoice Amount	Invoice_Amount__c	Currency	Invoiced amount
Invoice Date	Invoice_Date__c	DateTime	Invoice date
Collectable Amount	Collectable_Amount__c	Currency	Amount expected to collect
Disburse Amount	Disburse_Amount__c	Currency	Amount to be disbursed
Disburse Date	Disburse_Date__c	DateTime	Disbursement date
Payment Due Date	Payment_Due_Date__c	DateTime	When payment is due
Partner Fee Percentage	Partner_Fee_Percent__c	Percent	Partner fee percentage
Partner Fee Dollar	Partner_Fee_Dollar__c	Currency	Partner fee in dollars

---

Co-Sell Objects

Referral__c

Represents partner referrals with extensive platform-specific fields for AWS, Azure, and GCP co-sell programs.

note

The Referral object contains 175+ fields to accommodate the different data requirements of each cloud partner's co-sell program. Fields are prefixed with AWS_, AZURE_, or GCP_ to indicate the partner they apply to.

Common Fields

Label	API Name	Type	Description
Referral ID	Referral_ID__c	Text (External ID)	The unique ID of the Referral. Generated by Suger service
Referral Type	Referral_Type__c	Picklist	Referral Type (Inbound/Outbound)
Referral Status	Referral_Status__c	Picklist	Referral Status
Partner	Partner__c	Picklist	Partner (AWS/AZURE/GCP)
Region	Region__c	Text	Region
Account ID	AccountID__c	Lookup	Reference to Salesforce Account
Opportunity ID	OpportunityID__c	Lookup	Reference to Salesforce Opportunity
Last Sync Log	LastSyncLog__c	Text Area	Last Sync Log
Creation Status	Creation_Status__c	Picklist	Creation Status
Creation Failure Message	Creation_Failure_Message__c	Long Text Area	Creation Failure Message
Update Status	Update_Status__c	Picklist	Update Status
Update Failure Message	Update_Failure_Message__c	Long Text Area	Update Failure Message

AWS Fields

Account & Contact Information:

Label	API Name	Type	Description
AWS Account ID	AWS_AwsAccountId__c	Text	AWS Account ID
AWS Account Manager Email	AWS_AwsAccountOwnerEmail__c	Text	AWS Account Manager Email
AWS Account Manager Name	AWS_AwsAccountOwnerName__c	Text	AWS Account Manager Name
Customer Company Name	AWS_CustomerCompanyName__c	Text	Customer Company Name
Customer First Name	AWS_CustomerFirstName__c	Text	Customer First Name
Customer Last Name	AWS_CustomerLastName__c	Text	Customer Last Name
Customer Email	AWS_CustomerEmail__c	Text	Customer Email
Customer Phone	AWS_CustomerPhone__c	Text	Customer Phone
Customer Title	AWS_CustomerTitle__c	Text	Customer Title
Customer DUNS	AWS_CustomerDuns__c	Text	Customer DUNS
Customer Website	AWS_CustomerWebsite__c	URL	Customer Website
Partner Primary Contact Email	AWS_PrimaryContactEmail__c	Text	Partner Primary Contact Email
Partner Primary Contact First Name	AWS_PrimaryContactFirstName__c	Text	Partner Primary Contact First Name
Partner Primary Contact Last Name	AWS_PrimaryContactLastName__c	Text	Partner Primary Contact Last Name
Partner Primary Contact Phone	AWS_PrimaryContactPhone__c	Text	Partner Primary Contact Phone
Primary Contact Title	AWS_PrimaryContactTitle__c	Text	Primary Contact Title
AWS ISV Success Manager Email	AWS_AwsIsvSuccessManagerEmail__c	Text	AWS ISV Success Manager Email
AWS ISV Success Manager Name	AWS_AwsIsvSuccessManagerName__c	Text	AWS ISV Success Manager Name
AWS Sales Rep Email	AWS_AwsSalesRepEmail__c	Text	AWS Sales Rep Email
AWS Sales Rep Name	AWS_AwsSalesRepName__c	Text	AWS Sales Rep Name
AWS Partner Success Manager Email	AWS_AwsPartnerSuccessManagerEmail__c	Text	AWS Partner Success Manager Email
AWS Partner Success Manager Name	AWS_AwsPartnerSuccessManagerName__c	Text	AWS Partner Success Manager Name
WWPS Partner Development Manager	AWS_WwpsPdm__c	Text	WWPS Partner Development Manager
WWPS Partner Development Manager Email	AWS_WwpsPdmEmail__c	Text	WWPS Partner Development Manager Email
Partner Developer Manager	AWS_PartnerDeveloperManager__c	Text	Partner Developer Manager
AWS Partner Development Manager Email	AWS_partnerDeveloperManagerEmail__c	Text	AWS Partner Development Manager Email
Opportunity Owner	AWS_OpportunityOwner__c	Lookup	Opportunity Owner
Opportunity Owner Email	AWS_OpportunityOwnerEmail__c	Text	Opportunity Owner Email
Opportunity Owner Name	AWS_OpportunityOwnerName__c	Text	Opportunity Owner Name

Opportunity & Deal Information:

Label	API Name	Type	Description
Stage	AWS_Stage__c	Picklist	Stage
Status on AWS	AWS_Status__c	Picklist	Status on AWS
AWS Stage	AWS_AwsStage__c	Text	AWS Stage
Opportunity Type	AWS_OpportunityType__c	Picklist	Opportunity Type
Opportunity Ownership	AWS_OpportunityOwnership__c	Picklist	Opportunity Ownership
Target Close Date	AWS_TargetCloseDate__c	Date	Target Close Date
AWS Close Date	AWS_AwsCloseDate__c	Date	AWS Close Date
Customer Software Value	AWS_CustomerSoftwareValue__c	Currency	Customer Software Value
Customer Software Value Currency	AWS_CustomerSoftwareValueCurrency__c	Picklist	Customer Software Value Currency
Expected Monthly AWS Revenue	AWS_ExpectedMonthlyAwsRevenue__c	Number	Expected Monthly AWS Revenue
Closed Lost Reason	AWS_ClosedLostReason__c	Text	Closed Lost Reason
AWS Closed Lost Reason	AWS_AwsClosedLostReason__c	Text	AWS Closed Lost Reason
Rejection Reason	AWS_RejectionReason__c	Picklist	Rejection Reason
Parent Opportunity ID	AWS_ParentOppId__c	Text	Parent Opportunity ID

Location Information:

Label	API Name	Type	Description
Street	AWS_StreetAddress__c	Text	Street Address
City	AWS_City__c	Text	City
State	AWS_State__c	Picklist	State
Postal Code	AWS_PostalCode__c	Text	Postal Code
Country	AWS_Country__c	Picklist	Country

Classification & Programs:

Label	API Name	Type	Description
Industry	AWS_Industry__c	Picklist	Industry
Industry (V2)	AWS_Industry_V2__c	Text	New version of the ACE industry
Industry Other	AWS_IndustryOther__c	Text	Industry Other
Use Case	AWS_UseCase__c	Picklist	Use Case
Use Case (V14)	AWS_UseCaseV14__c	Picklist	Use Case (detailed list)
APN Programs	AWS_CampaignName__c	Picklist	APN Programs
APN Programs (V14)	AWS_CampaignNameV14__c	Multi-Select Picklist	APN Programs
Delivery Model	AWS_DeliveryModel__c	Picklist	Delivery Model
Delivery Model (V14)	AWS_DeliveryModelV14__c	Multi-Select Picklist	Delivery Model
Solution Offered	AWS_SolutionOffered__c	Multi-Select Picklist	Solution Offered
Other Solution Offered	AWS_OtherSolutionOffered__c	Text	Other Solution Offered
Competitive Tracking	AWS_CompetitiveTracking__c	Picklist	Competitive Tracking
Competitive Tracking Other	AWS_CompetitiveTrackingOther__c	Text	Competitive Tracking Other
Procurement Type	AWS_ProcurementType__c	Picklist	Procurement Type
Contract Vehicle	AWS_ContractVehicle__c	Text	Contract Vehicle (Public Sector)
Solicitation Number	AWS_RfxSolicitationNumber__c	Text	Solicitation Number (Public Sector)

Marketing & Activities:

Label	API Name	Type	Description
Marketing Campaign	AWS_AwsSfCampaignName__c	Text	Marketing Campaign
Customer Business Problem	AWS_ProjectDescription__c	Long Text Area	Customer Business Problem
Partner Project Title	AWS_PartnerProjectTitle__c	Text	Partner Project Title
APN CRM ID	AWS_ApnCrmUniqueIdentifier__c	Text	APN CRM ID
Next Step	AWS_NextStep__c	Text Area	Next Step
Next Step History	AWS_NextStepHistory__c	Multi-Select Picklist	Next Step History
Additional Comments	AWS_AdditionalComments__c	Text Area	Additional Comments
APN Reviewer Comments	AWS_ApnReviewerComments__c	Long Text Area	APN Reviewer Comments
AWS Recommended Action	AWS_RecommendedNextBestActions__c	Long Text Area	AWS Recommended Action
Marketing Activity Channel	AWS_MarketingActivityChannel__c	Multi-Select Picklist	Marketing Activity Channel
Marketing Activity Use-Case	AWS_MarketingActivityUsecase__c	Multi-Select Picklist	Marketing Activity Use-Case
AWS Products	AWS_Products__c	Multi-Select Picklist	AWS Products
Offers (Deprecated)	AWS_Offers__c	Text	Offers (Deprecated)
Offers	AWS_OffersV2__c	Multi-Select Picklist	Offers
Sales Activities	AWS_SalesActivities__c	Multi-Select Picklist	Sales Activities

Dates & Status:

Label	API Name	Type	Description
AWS Created Date	AWS_CreatedDate__c	Date	Date when referral was created in AWS Partner Central
Last Modified Date	AWS_LastModifiedDate__c	DateTime	Last Modified Date
Accept By	AWS_AcceptBy__c	DateTime	Accept By deadline
Partner Acceptance Date	AWS_Partner_Acceptance_Date__c	DateTime	Partner Acceptance Date
Partner Acceptance Status	AWS_PartnerAcceptanceStatus__c	Picklist	Partner Acceptance Status
Cosell Convert Reason	AWS_CosellConvertReason__c	Picklist	Cosell Convert Reason
Contract Start Date	AWS_ContractStartDate__c	Date	Contract Start Date
Contract End Date	AWS_ContractEndDate__c	Date	Contract End Date

Additional Information:

Label	API Name	Type	Description
Created By	AWS_CreatedBy__c	Text	Created By
Last Modified by	AWS_LastModifiedBy__c	Text	Last Modified by
Has Classified National Security Info?	AWS_DoesOppBelongToNatSec__c	Picklist	Has Classified National Security Info?
Is Opportunity from Marketing Activity?	AWS_IsOppFromMarketingActivity__c	Picklist	Is Opportunity from Marketing Activity?
Marketing development funds	AWS_IsMarketingDevelopmentFunded__c	Picklist	Marketing development funds
Is this for Marketplace?	AWS_IsThisForMarketplace__c	Picklist	Is this for Marketplace?
Partner Primary Need from AWS	AWS_PartnerPrimaryNeedFromAWS__c	Picklist	Partner Primary Need from AWS
Partner Primary Need from AWS (V14)	AWS_PartnerPrimaryNeedFromAwsV14__c	Multi-Select Picklist	Partner Primary Need from AWS
AWS Engagement Invitation ARN	AWS_EngagementInvitationArn__c	Text	AWS Engagement Invitation ARN
AWS Marketplace Engagement Score	AWS_EngagementScore__c	Picklist	AWS Marketplace Engagement Score

Azure Fields

Customer Information:

Label	API Name	Type	Description
Customer Company Name	AZURE_CustomerCompanyName__c	Text	Customer Company Name
Customer First Name	AZURE_CustomerFirstName__c	Text	Customer First Name
Customer Last Name	AZURE_CustomerLastName__c	Text	Customer Last Name
Customer Email	AZURE_CustomerEmail__c	Text	Customer Email
Customer Phone	AZURE_CustomerPhone__c	Text	Customer Phone
Customer Title	AZURE_CustomerTitle__c	Text	Customer Title

Location Information:

Label	API Name	Type	Description
Street	AZURE_StreetAddress__c	Text	Street Address
City	AZURE_City__c	Text	City
State	AZURE_State__c	Picklist	State
Postal Code	AZURE_PostalCode__c	Text	Postal Code
Country (Deprecated)	AZURE_Country__c	Picklist	Country (Deprecated)
Country Code	AZURE_Country_Code__c	Text	Country Code

Referral Status & Type:

Label	API Name	Type	Description
Microsoft Referral ID	AZURE_ReferralId__c	Text	Microsoft Referral ID
Status on Microsoft	AZURE_ReferralStatus__c	Text	Status on Microsoft
SubStatus on Microsoft	AZURE_ReferralSubStatus__c	Text	SubStatus on Microsoft
Microsoft Acceptance Status	AZURE_MS_ReferralStatus__c	Text	Status shown to Microsoft Sales Reps (New, Active, Closed)
Microsoft Acceptance Sub-Status	AZURE_MS_ReferralSubStatus__c	Text	Acceptance status (Pending, Received, Accepted, Declined, Lost, Won, Expired, Error)
Microsoft Sales Stage	AZURE_SalesStage__c	Text	Microsoft Sales Stage
Microsoft Referral Type	AZURE_Type__c	Text	Microsoft Referral Type

Deal & Solution Information:

Label	API Name	Type	Description
Solution Area	AZURE_Solution_Area__c	Text	Solution Area
Solution Play	AZURE_Solution_Play__c	Text	Solution Play
Microsoft Referral Campaign ID	AZURE_CampaignId__c	Text	Microsoft Referral Campaign ID
Help from Microsoft	AZURE_AssistanceRequestCode__c	Text	Help from Microsoft
Help Type (Deprecated)	AZURE_AssitanceRequresCode__c	Text	Help Type (Deprecated)
Deal Value	AZURE_DealValue__c	Number	Deal Value
MACC Eligible (Deprecated)	AZURE_MACC_Eligibility__c	Checkbox	MACC Eligible (Deprecated)
MACC Eligible	AZURE_MACC_EligibilityV2__c	Picklist	MACC Eligible
Target Close Date	AZURE_TargetCloseDate__c	Date	Target Close Date

Microsoft Contact & Metadata:

Label	API Name	Type	Description
Microsoft Contact Email	AZURE_Microsoft_Contact_Email__c	Email	Microsoft Contact Email
Microsoft Contact Name	AZURE_Microsoft_Contact_Name__c	Text	Microsoft Contact Name
Microsoft Created Date/Time	AZURE_Created_Date_Time__c	DateTime	Date/time referral was created on Microsoft Partner Center
Microsoft Referral Info	AZURE_Referral_Info__c	Long Text Area	Microsoft Referral Info

GCP Fields

Basic Information:

Label	API Name	Type	Description
GCP Name	GCP_Name__c	Text	Resource name: opportunities/{opportunity_id}
Opportunity Display Name	GCP_OpportunityDisplayName__c	Text	Display name for the Opportunity
Identifier Number	GCP_DealNumber__c	Text	Identifier Number
Description	GCP_OpportunityDescription__c	Long Text Area	Description

Customer Information:

Label	API Name	Type	Description
Customer Name	GCP_CustomerName__c	Text	Customer Name
Partner Entered Company	GCP_CustomerOrganizationName__c	Text	Partner Entered Company
Customer Domain	GCP_CustomerDomain__c	Text	Customer Domain
Customer Project Number(s)	GCP_CustomerProjectNumber__c	Number	Customer Project Number(s)
Customer Project Number(s)	GCP_CustomerProjectNumber_Text__c	Text	Customer Project Number(s) as text

Contact & Location:

Label	API Name	Type	Description
First Name	GCP_ContactFamilyName__c	Text	First Name
Last Name	GCP_ContactGivenName__c	Text	Last Name
Opportunity Team	GCP_CustomerContacts__c	Long Text Area	Opportunity Team
Customer Contact Requested	GCP_CustomerContactRequested__c	Picklist	Customer Contact Requested
Contact List	GCP_TeamMembers__c	Long Text Area	Contact List
Address Line 1	GCP_AddressLineOne__c	Text	Address Line 1
Address Line 2	GCP_AddressLineTwo__c	Text	Address Line 2
City	GCP_Locality__c	Text	City
State	GCP_AdministrativeArea__c	Text	State
Zip/Postal Code	GCP_PostalCode__c	Text	Zip/Postal Code
Partner Entered Country	GCP_RegionCode__c	Text	Partner Entered Country
Partner Entered Region	GCP_Region__c	Text	Partner Entered Region

Deal Information:

Label	API Name	Type	Description
Expected Revenue	GCP_DealSize__c	Currency	Expected Revenue
Opportunity Amount	GCP_OpportunityAmount__c	Currency	Opportunity Amount
Budget	GCP_Budget__c	Text	Budget
Primary Campaign Source	GCP_CampaignCode__c	Text	Primary Campaign Source
Partner Incentive Type	GCP_IncentiveType__c	Text	Partner Incentive Type
GCP Contract Vehicle	GCP_ContractVehicle__c	Picklist	GCP Contract Vehicle
Contract Length (Months)	GCP_ContractLengthMonths__c	Number	Contract Length (Months)
Timeline	GCP_Timeline__c	Text	Timeline
Authority	GCP_Authority__c	Text	Authority

Dates & Status:

Label	API Name	Type	Description
Creation Date	GCP_CreatedDate__c	Date	Creation Date
Created By	GCP_CreatorEmail__c	Email	Created By
Submitted Date	GCP_SubmittedDate__c	Date	Submitted Date
Close Date	GCP_EstimatedCloseDate__c	Date	Close Date
Approved Date	GCP_ApprovedDate__c	Date	Approved Date
Stage	GCP_Stage__c	Text	Stage
GCP Acceptance Status	GCP_State__c	Text	GCP Acceptance Status
Decision Phase	GCP_DecisionPhase__c	Text	Decision Phase
GCP Opportunity Type	GCP_OpportunityType__c	Picklist	GCP Opportunity Type
Opportunity Type	GCP_OperationType__c	Text	Opportunity Type
Opportunity Owner	GCP_Owner__c	Text	Opportunity Owner
Opportunity Owner Email	GCP_OwnerEmail__c	Email	Opportunity Owner Email

Products & Services:

Label	API Name	Type	Description
Products	GCP_Products__c	Long Text Area	Products
Product Category	GCP_ProductCategory__c	Text	Product Category
Product Family	GCP_ProductFamily__c	Text	Product Family
Need	GCP_Need__c	Text	Need

Classifications & Attributes:

Label	API Name	Type	Description
Industry	GCP_Industry__c	Text	Industry
Number of Employees	GCP_EmployeeCount__c	Number	Number of Employees
GCP Delivery Model	GCP_DeliveryModel__c	Picklist	GCP Delivery Model
Support Level	GCP_SupportLevel__c	Picklist	Support Level
Distributor	GCP_Distributor__c	Text	Distributor
Billing Subaccount ID	GCP_SubbillingAccountId__c	Text	Billing Subaccount ID
Confidential	GCP_Confidential__c	Picklist	Confidential
Is ISV Solution Connect Deal	GCP_IsvSolutionConnectDeal__c	Picklist	Is ISV Solution Connect Deal
MSSP Deal	GCP_MsspDeal__c	Picklist	MSSP Deal
Legal Language Accepted	GCP_LegalLanguageAccepted__c	Picklist	Legal Language Accepted
Partner Ready to Close	GCP_PartnerReadyToClose__c	Picklist	Partner Ready to Close
Opportunity Source	GCP_Source__c	Text	Opportunity Source

Extensions & Rebates:

Label	API Name	Type	Description
Number of Extensions	GCP_ExtensionsCount__c	Number	Number of Extensions
Close Date Push Count	GCP_CloseDatePushCount__c	Number	Close Date Push Count
Rebate Expiration Date	GCP_RebateExpirationDate__c	Date	Rebate Expiration Date
Rebate extension	GCP_RebateExtension__c	Long Text Area	Rebate extension

Win/Loss Information:

Label	API Name	Type	Description
Win Main Reason	GCP_WinMainReason__c	Text Area	Win Main Reason
Won Reason	GCP_WonReason__c	Text Area	Won Reason
Loss Main Reason	GCP_LostMainReason__c	Text Area	Loss Main Reason
Lost Reason	GCP_LostReason__c	Text	Lost Reason
Lost/rejected Reason	GCP_LostRejectedReasonDetails__c	Text Area	Lost/rejected Reason
Win/Loss Products	GCP_WinLossProducts__c	Text	Win/Loss Products
Win/Loss Context	GCP_WinLossAdditionalContext__c	Text Area	Win/Loss Context

Additional Fields:

Label	API Name	Type	Description
PRM Site Details	GCP_PrmSiteDetails__c	Text	PRM Site Details

---

Funding Objects

Funding__c

Tracks funding programs and cash/credit requests from cloud marketplace partners.

Label	API Name	Type	Description
Funding Application ID	FundingApplicationId__c	Text	The unique ID of the Funding Application
Partner	Partner__c	Picklist	Partner (AWS/AZURE/GCP)
Referral	Referral__c	Lookup	Reference to Referral
Opportunity	Opportunity__c	Lookup	Reference to Salesforce Opportunity
AWS Activity Name	AWS_ActivityName__c	Text	AWS Activity Name
AWS Annual Run Rate	AWS_AnnualRunRate__c	Currency	AWS Annual Run Rate
AWS Benefit Application Id	AWS_BenefitApplicationId__c	Text	AWS Benefit Application Id
AWS Funding Program	AWS_FundingProgram__c	Text	AWS Funding Program
AWS Funding Request Status	AWS_FundingRequestStatus__c	Picklist	AWS Funding Request Status
AWS Planned Start Date	AWS_PlannedStartDate__c	Date	AWS Planned Start Date
AWS Planned End Date	AWS_PlannedEndDate__c	Date	AWS Planned End Date
AWS Cash Request Requested Amount	AWS_CashRequest_RequestedAmount__c	Currency	AWS Cash Request Requested Amount
AWS Cash Request Approved Amount	AWS_CashRequest_ApprovedAmount__c	Currency	AWS Cash Request Approved Amount
AWS Cash Request Total Cost Of Activity	AWS_CashRequest_TotalCostOfActivity__c	Currency	AWS Cash Request Total Cost Of Activity
Credit Requested Amount	Credit_Requested_Amount__c	Currency	Credit Requested Amount
Credit Approved Amount	Credit_Approved_Amount__c	Currency	Credit Approved Amount
Credit Currency	Credit_Currency__c	Text	Credit Currency
Credit Number Of Codes	Credit_Number_Of_Codes__c	Number	Credit Number Of Codes

---

FundingCashClaim__c

Tracks individual cash claims against funding requests.

Label	API Name	Type	Description
Funding Request	Funding_Request__c	Lookup	Reference to parent Funding
Claim Amount	Claim_Amount__c	Currency	Claim Amount
Claim Status	Claim_Status__c	Text	Claim Status
Claim Start Date	Claim_Start_Date__c	Date	Claim period start
Claim End Date	Claim_End_Date__c	Date	Claim period end
Claim Due Date	Claim_Due_Date__c	Date	When claim is due

---

Custom Metadata Types

Referral_Lookup_Filter__mdt

Configurable lookup filters for the Referral object. Allows admins to define filter criteria for Opportunity and Account lookups on referral records.

Label	API Name	Type	Description
Label	MasterLabel	Text	Display name for this filter
Developer Name	DeveloperName	Text	API name for this filter
Object Name	Object_Name__c	Text	Target object: Opportunity or Account
Filter Condition	Filter_Condition__c	Long Text Area	SOQL-like filter expression
Is Active	Is_Active__c	Checkbox	Enable/disable the filter

How to Configure

1. Click the Gear Icon (⚙️) > Setup.

2. In the Quick Find box, type Custom Metadata Types.

3. Locate the row labeled Referral Lookup Filter (Namespace Prefix: SUGER) and click Manage Records.

4. Click New to create a new filter rule.

5. Fill in the fields and click Save.

Filter Condition Syntax

The Filter_Condition__c field accepts SOQL-like filter expressions with these features:

Supported Operators:

Operator	Example	Description
=	Status = 'Active'	Equals
!= or <>	Type != 'Archived'	Not equals
<	Amount < 1000	Less than
>	Amount > 500	Greater than
<=	Count <= 10	Less than or equal
>=	Count >= 5	Greater than or equal
LIKE	Name LIKE '%Corp%'	Pattern matching
IN	Type IN ('A', 'B', 'C')	Match any value in list
NOT IN	Stage NOT IN ('Lost', 'Won')	Exclude values in list

Logical Operators:

• AND - Both conditions must be true
• OR - Either condition must be true
• () - Parentheses for grouping (supports nesting)

Value Types:

Type	Example
String	'Active' or "Active"
Boolean	true or false
Number	100, 99.5
Null	null
Empty String	''

Dynamic Field References:

Reference values from the Referral record using {ObjectName__c.FieldName__c} syntax:

Name = {Referral__c.AWS_CustomerCompanyName__c}
Suger__Hyperscaler__c = {Referral__c.Partner__c}

Relationship fields are also supported:

Account.Name = {Referral__c.Account__r.Name}

Example Filter Conditions

Filter Opportunities by Stage:

StageName NOT IN ('Closed Lost', 'Closed Won')

Filter by Amount and Type:

Amount > 10000 AND Type IN ('New Business', 'Expansion')

Complex Filter with Dynamic References:

Type IN ('1P', 'Standard') AND StageName NOT IN ('Closed Lost', 'Closed Won') AND Suger__CosellShared__c = false AND (Suger__Hyperscaler__c = {Referral__c.Partner__c} OR Suger__Hyperscaler__c = '' OR Suger__Hyperscaler__c = null)

tip

Multiple filter records for the same object are combined with AND. Create separate records to organize complex filter logic.

warning

Filter conditions are validated at runtime. Invalid field names or syntax errors will cause the lookup to fail. Test your filters thoroughly before activating them.