# 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 Label               | Description                                      |
| -------------------------- | ------------------------------------------------ |
| New Offer via Suger        | Create a new marketplace offer                   |
| Create Amendment Offer     | Create an amendment to an existing offer         |
| Co-Sell via Suger          | Initiate 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                  |
| Suger Create Private Plan  | Create an Azure private plan linked to this Quote's Opportunity (Quote pages; requires the "Enable Private Plan in Opportunity Layout" setting) |

---

## 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**.

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

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

1. Click **Page Layouts** in the left sidebar.

1. Select the page layout you want to modify.

1. 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.
:::

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

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

1. Click **Save**.

### Step 2: Arrange Actions on the Record Page

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

1. Click the **Gear Icon (⚙️) > Edit Page**.

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

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

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

1. Click **Save** and **Activate** to apply changes to your users.

> <img src="/img/salesforce/edit_action_button.png" alt="Arranging Suger quick actions on the Highlights Panel" style="max-width:880px;width:100%;display:inline;margin:0 auto;box-shadow:5px 5px 5px #eee" />