Page Components
Suger ships a set of Lightning components you can drop onto record, app, and home pages with the Lightning App Builder — no code required. They surface Suger’s co-sell and marketplace functionality directly inside your Salesforce record pages.
These are separate from Quick Actions (the action buttons in the highlights panel) — the components below are full panels and cards you place in the body of a page.
Overview
There are two kinds of things you can add to a Salesforce record page, and they appear in different places:
| What | Where it appears | What it does |
|---|---|---|
| Page components (widgets and cards) | The body of the record page, below the highlights panel | Show Suger offers, referrals, entitlements, and insights linked to the record, and let users act from there |
| Quick Actions (action buttons) | The highlights panel at the very top of the record page | One-click buttons like New Offer via Suger and Co-Sell via Suger that open a focused flow immediately |
You can add one or both. Most teams add both — the widget for visibility and the buttons for quick access. This page covers the page components; see Quick Actions for the buttons.
Prerequisites
- The Suger App must be installed and connected to Salesforce. See the Salesforce integration setup guide.
- Your team must have Suger permission sets assigned. See Permission Sets. Permission sets control which components and buttons each person actually sees — adding a component to the page without assigning permission sets means those users will see nothing.
- You need Salesforce Administrator access to edit page layouts and record pages.
How to add a component
- Open the record (or app/home) page you want to edit and choose Setup (⚙️) → Edit Page to open the Lightning App Builder.
- In the Components list on the left, scroll to the Custom (managed) section and find the Suger component by name (e.g. Suger Opportunity Quick Panel).
- Drag it onto the page where you want it to appear.
- Save, then Activate the page (as org default, or by app/profile, as needed).
Opportunity components
These surface Suger on the Opportunity record page — the main workspace for a sales rep.
| Component | What it does |
|---|---|
| Suger Opportunity Quick Panel | The primary, all-in-one Suger widget — surfaces co-sell and marketplace together in a single panel. Use this when you want one component that does everything. |
| Suger Cosell Actions Quick Panel | The co-sell actions — share the opportunity as a referral with AWS, Azure, or GCP and run co-sell operations. (Locked to Opportunity.) |
| Suger Cosell Referrals Quick Panel | The co-sell list — the referrals created from or linked to this opportunity. (Locked to Opportunity.) |
| Suger Marketplace Actions Quick Panel | The marketplace actions — create private offers and related operations. (Locked to Opportunity.) |
| Suger Marketplace Offers Quick Panel | The marketplace list — the offers linked to this opportunity. (Locked to Opportunity.) |
| Suger Account Insights | Propensity-to-buy (PTB) score insights for the customer from AWS, Azure, or GCP, at account or opportunity level. (Available on Account and Opportunity pages.) |
Object detail cards
Read-only detail views of a Suger record, shown on that object’s record page. They already ship on Suger’s packaged record pages; add them here only if you’re building a custom page for one of these objects.
To add one, follow the same steps as adding a widget — open the object’s record page in the Lightning App Builder, find the card in the Custom components section, and drag it onto the canvas.
| Component | Record page |
|---|---|
| Suger Buyer Detail Card | Buyer |
| Suger Entitlement Detail Card | Entitlement |
| Suger Offer Detail Card | Offer |
| Suger Product Detail Card | Product |
| Suger Referral Detail Card | Referral |
Troubleshooting
| Issue | Possible cause | Resolution |
|---|---|---|
| Suger component is not visible in the Components panel | The Suger package isn’t installed, or the page type doesn’t support the component | Confirm the Suger App is installed. Suger components only appear on supported page types — opportunity-specific components won’t show when editing Account or Contact pages. |
| Component is on the page but shows a “Feature Disabled” message | The feature has been disabled in Suger App Settings | In the Suger App in Salesforce, go to Settings → Tabs Control and turn off the toggle for the relevant feature. |
| Buttons appear on the page but users can’t see them | The user doesn’t have the correct Suger permission set assigned | In Setup → Permission Sets, assign the appropriate Suger permission set. |
| Page changes aren’t showing for users after saving | The page was saved but not activated | Return to the Lightning App Builder and click Activate. |
Frequently asked questions
Do I need to add the widget and the quick action buttons, or just one? You can add either or both — they serve different purposes. The widget shows a full view of offers and referrals linked to the record. The quick action buttons give reps a shortcut to create something new without scrolling to the widget first. Most teams use both.
Can I add the Suger widget to Account or Contact pages too? The opportunity-specific panels (like Suger Opportunity Quick Panel) are locked to the Opportunity object and won’t appear on other page types. The Suger Account Insights component is available on both Account and Opportunity pages.
Can different teams see different widgets on the same opportunity page? Yes — you can activate different page layouts by app or profile in the Lightning App Builder. For example, your marketplace team can have a page showing the offers widget, while your co-sell team sees the referrals widget.
When would I need to add an object detail card manually? Only when you’re building a custom record page for a Suger object like Offer or Referral. If you’re using Suger’s default packaged record pages, the detail cards are already included and don’t need to be added manually.
Related
- Quick Actions — the Suger action buttons (Co-Sell, Create Offer, etc.) for the highlights panel.
- Permission Sets — control which users see Suger tabs, components, and actions.