App Settings

This guide covers configuration options available within the Suger App settings and Salesforce setup.

API Connectivity

To connect the Suger Salesforce App with the Suger platform, you need to configure API credentials and integration settings. This includes setting up authentication, mapping rules, and sync preferences.

For detailed instructions on configuring API connectivity, see the Salesforce Integration Setup Guide.

Managing Tab Visibility

The Suger App includes both V1 and V2 tabs. The key differences are:

• V1 tabs use Salesforce Lightning Record Tables that read from local Salesforce objects. Data may be delayed due to sync intervals between Suger and Salesforce.
• V2 tabs read data directly from the Suger platform via API, providing real-time, up-to-date information.

To streamline the user experience and reduce clutter, Admins can hide unused or legacy tabs using one of the following methods.

Method 1: Hide Tabs via App Manager

This method removes tabs from the default navigation bar for all users accessing the Suger App.

How to Configure:

1. Click the Gear Icon (⚙️) > Setup.

2. In the Quick Find box, type App Manager.

3. Locate the Suger in the list. Click the dropdown arrow (🔽) on the right and select Edit.

4. Select Navigation Items from the left-hand menu.

5. Select the tabs you wish to hide from the Selected Items list (right side) and use the Remove Arrow (⬅) to move them to the Available Items list (left side).

6. Click Save.

Method 2: Disable V2 Access via Suger Settings

Unlike Method 1, which removes the tab from the navigation bar, this method does not hide the tab. Instead, it functionally disables the page content.

If a user clicks on a disabled tab, the page will load, but they will see a “Feature Disabled” message and cannot interact with any data.

How to Configure:

1. Open the Salesforce Suger App and navigate to the Suger tab.

2. In settings menu, scroll down to the Tabs Control section.

3. Locate the specific V2 page you wish to restrict.

4. Turn ON the toggle to disable the feature.

Adding the Referrals Tab

To streamline your referral workflows and ensure quick access to key information, we recommend adding the Referrals tab to your Salesforce navigation bar. This lets you easily track both inbound referrals from AWS and outbound referrals submitted by your team.

How to Configure:

1. On the top-right corner of your Salesforce screen, click the pencil icon (Customize My Navigation) to open the Navigation Editor.

1. In the editor, click Add More Items, then go to the All section to see a list of available navigation items.

1. In the search bar, type Suger. Find and select Referrals V2 (Suger), then click Add 1 Navigation Item. We suggest placing the Referrals tab directly below Opportunities, since they are commonly used together — use drag-and-drop to reposition it.

1. Click Save to apply your new navigation layout.

Accessing and Using Referrals

After saving, you’ll see the Referrals tab in your navigation bar. Click the tab to view and manage referrals, and use the Recently Viewed dropdown to switch between:

• All Referrals
• Inbound Referrals – Opportunities shared with you from AWS
• Outbound Referrals – Opportunities your team has shared with AWS

Widget Pin Control

In the Opportunity quick panel, each user can pin up to two sections (Offers, Entitlements, Co-Sell, Associated Contacts, Funding) to a Pinned tab for quick access. By default this is controlled individually per user.

Admins can instead enforce a company-wide set of pinned sections. When enabled, the chosen sections are pinned for every user, and individual users can no longer pin or unpin their own sections. Disabling it again restores each user’s previous personal pins.

How to Configure:

1. Open the Salesforce Suger App and navigate to the Suger tab.

2. In the settings menu, scroll down to the Widget Pin Control section.

3. Turn ON Enable Widget Pin Lock.

4. Select up to two sections to pin company-wide.

5. Click Save.