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:

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

1. Open the record (or app/home) page you want to edit and choose Setup (⚙️) → Edit Page to open the Lightning App Builder.
2. 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).
3. Drag it onto the page where you want it to appear.
4. 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.

Suger Account Insights

Suger Account Insights is the one component that works on both Account and Opportunity pages, and it renders differently on each. On an Opportunity page it is a compact insight line; on an Account page it is a full widget covering the customer’s marketplace activity, co-sell referrals, funding requests, and the partner contacts who cover them.

On both Account and Opportunity pages

The component opens with an engagement-score line for the customer, drawn from the cloud partner’s own view of the account (AWS, Azure, or GCP).

On Account pages only

Below the score, an Account page adds a tab switcher. Marketplace is always there; the rest appear when your org has the feature configured and the user has access to it:

Finding an offer. Once there is at least one active offer, a search box appears above the list. It filters the offers already loaded in the widget by offer name, offer ID, buyer account ID, or product name — it does not re-query the server, so results come back as you type.

Board vs. List. A Board / List toggle switches between the card view and the row view. The toggle is a property of the whole widget, so flipping it changes both Active Offers and Active Entitlements at once. On a narrow layout there is no room for the list’s columns, so the toggle is hidden and Board view is used.

Rows carry the identifiers you need to reconcile a record against the marketplace:

Offer rows also carry the offer’s external ID, product name, create and expire dates, whether it is a renewal, and — once accepted — the acceptance date. Entitlement rows carry the external ID, product name, status, type, and start and end dates. Identifier values can be copied straight from the row.

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.

Troubleshooting

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 — and the Account page gets the fuller version: not just the engagement score, but the Marketplace / Co-Sell / Funding / Contacts switcher, showing only the tabs your org has configured and the user has access to. See Suger Account Insights. There is no Suger component for the Contact object.

I added Suger Account Insights to my Account page, but a tab is missing. Each optional tab has its own requirement. Co-Sell and Contacts both need a co-sell integration plus read access to at least one of AWS, Azure, or GCP — Co-Sell specifically needs referral read, so marketplace-only access is not enough. Funding needs funding read or write access. In a marketplace-only org there is nothing to switch to, so the tab switcher is dropped entirely and the Marketplace content renders on its own. If the Contacts tab is there but Associated Contacts is empty, check that the Account record has a Website — Suger matches partner contacts by the account’s company domain. See Suger Account Insights.

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.