Use Suger to sell and co-sell within your Salesforce
Most functionalities provided by Suger Console, including both marketplace transactions and co-sell, can also be accessed within Salesforce. Below are the steps:
Please install Suger Connector via Salesforce AppExchange.
Quote
object. If it's not enabled, please Enable Quotes.We need a integration user (aka. integrator) to access your Salesforce data. We use OAuth 2.0 Web Server Flow for authentication, and communicate with your Salesforce instance using REST APIs on behalf of the integrator.
When creating the integration user, please use either the Salesforce
or Salesforce Integration
license. We recommend using the Salesforce Integration
license with
the Salesforce API Only System Integrations
profile.
Please also make sure you use a correct email address and can activate the user.
After creation, please assign the following permissions:
Suger Integrator (Salesforce Integration License)
permission set.Read
and View All
permissions on the following standard objects:After the installation, perform the following steps so that Salesforce and Suger can talk with each other.
API_KEY
as opposed to the BEARER_TOKEN
Go to the "Integrations" page in your Suger Console, locate "Salesforce" and click "Connect":
Note that if you are just playing around with a sandbox instance, remember to check "This is a sandbox instance".
A new window will pop up to verify your identity:
Click "Allow" to grant Suger access. After successfully logging in, the window will disappear and the "Status" will become "CREATED".
Now locate the integration in the "Integrations" table, and click "Verify". We will attempt to read a few records to ensure the integration is ready. Once confirmed, the status will turn into "VERIFIED", and you are all set!
Edit the Opportunity Lightning Record Page:
On the left, locate the “Suger Opportunity Quick Panel” component:
Drag and drop the component to the desired location.
The New Offer
and Co-sell
buttons will get you started to sell and co-sell 🚀
You need to grant your team the correct permission set so that they can invoke the Suger functionalities properly. We provide 3 permission sets:
New Offer
.For example, if you assign Jane Doe the Suger User - Cosell permission set, she
could only see the Co-sell
button on the opportunity Suger Widget:
Under the hood, these buttons' visibility is controlled by the following Custom Permissions (under the Suger
namespace):
Create Offer
Create Referral
.If you have assigned Jane Doe the Suger User - Cosell permission set, but she is still able to see the New Offer
button, please check the following:
Cmd+r
or Ctrl+Shift+r
.To delete the integration, simply click the 🗑️ button in the "Integrations" list. We will remove any credentials in our system.
You can also revoke all access by going to your Salesforce Setup page -> Connected Apps OAuth Usage, click the "User Count" which is normally "1", and then click "Revoke" or "Revoke All".