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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.

Available Quick Actions​

Suger provides the following standard quick actions:

Action LabelDescription
New Offer via SugerCreate a new marketplace offer
Create Amendment OfferCreate an amendment to an existing offer
Co-Sell via SugerInitiate a co-sell referral (select partner)
Co-Sell with AWS (Suger)Initiate an AWS co-sell referral
Co-Sell with Azure (Suger)Initiate an Azure co-sell referral
Co-Sell with GCP (Suger)Initiate a GCP co-sell referral

Adding Quick Actions to Record Pages​

Adding Suger Quick Actions to Salesforce record pages (e.g., Opportunity) is a two-step process: first add the actions to the Page Layout, then arrange them on the record page.

Step 1: Add Quick Actions to Page Layout​

  1. Click the Gear Icon (⚙️) > Setup.

  2. In the Quick Find box, type Object Manager and select it.

  3. Select the object you want to add quick actions to (e.g., Opportunity).

  4. Click Page Layouts in the left sidebar.

  5. Select the page layout you want to modify.

  6. Scroll down to the Mobile & Lightning Actions section.

note

If you see the message: "Actions in this section are predefined by Salesforce. You can override the predefined actions to set a customized list of actions on Lightning Experience and mobile app pages that use this layout." — click the override the predefined actions link to enable customization.

  1. From the palette at the top, select Mobile & Lightning Actions.

  2. Drag the desired Suger quick actions (e.g., "New Offer via Suger", "Co-Sell with AWS (Suger)") into the Mobile & Lightning Actions section.

  3. Click Save.

Step 2: Arrange Actions on the Record Page​

  1. Navigate to a record page (e.g., an Opportunity record).

  2. Click the Gear Icon (⚙️) > Edit Page.

  3. Click on the Highlights Panel component at the top of the canvas to select it.

  4. In the right-hand properties panel, locate the Actions section.

  5. From the palette, drag the Suger quick actions to arrange them in your preferred order.

  6. Click Save and Activate to apply changes to your users.