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 Categories

Object Relationship Overview

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

Core Marketplace Objects

Buyer__c

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

Product__c

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

Offer__c

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

Entitlement__c

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

EntitlementTerm__c

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

RevenueRecord__c

Tracks financial transactions and commission tracking for cloud marketplace deals.

OfferDimension__c

Represents metering dimensions on an Offer (the priced units that the offer charges for). Each Offer can have multiple dimensions; this table makes them queryable as first-class records.

OfferPaymentInstallment__c

Represents the payment-schedule installments on an Offer (the planned payments a private offer charges for). Each Offer can have multiple installments; this table makes them queryable as first-class records. Populated by the Suger → Salesforce backfill.

Opportunity_Offer__c

Junction object linking a Salesforce Opportunity to a Suger Offer. Allows a single opportunity to be associated with multiple offers (and vice-versa) when the “Enable Offer Set In Opportunity Level” setting is on.

Co-Sell Objects

Referral__c

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

Common Fields

AWS Fields

Account & Contact Information:

Opportunity & Deal Information:

Location Information:

Classification & Programs:

Marketing & Activities:

Dates & Status:

Additional Information:

Azure Fields

Customer Information:

Location Information:

Referral Status & Type:

Deal & Solution Information:

Microsoft Contact & Metadata:

GCP Fields

Basic Information:

Customer Information:

Contact & Location:

Deal Information:

Dates & Status:

Products & Services:

Classifications & Attributes:

Extensions & Rebates:

Win/Loss Information:

Additional Fields:

PRM (Suger Co-Sell) Fields

Populated for co-sell referrals shared through Suger PRM — partner-to-partner (org-to-org) co-sells. Only the minimal important deal information is synced; commission / revenue-share terms are intentionally not exposed.

Contact__c

Stores partner contacts (e.g., AWS PDM, Azure PM, GCP PSO) associated with referrals and accounts. Used in co-sell flows to identify the partner-side person managing a deal.

Referral_Bulk_Share_Job__c

Tracks the status of bulk referral share jobs (e.g., sharing many referrals to a cloud partner in one operation). Used by the admin UI to monitor progress and surface failures.

Funding Objects

Funding__c

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

FundingCashClaim__c

Tracks individual cash claims against funding requests.

Configuration Objects

These objects store app-wide configuration that affects how the Suger Salesforce App behaves. They are typically managed by administrators, not end users.

Suger_Organization__c

Stores the connection between the Suger Salesforce App and the Suger backend (API credentials, OAuth client info, organization-level feature toggles).

View__c

Stores user-saved list view configurations (column choices, filters, sort order) for Suger object pages in the Console. Allows admins to create reusable, shareable views.

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.

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:

Logical Operators:

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

Value Types:

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)