# Quick Actions

To streamline sales workflows, you can add **Fours 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.

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## Available Quick Actions

Fours provides the following standard quick actions:

| Action Label                          | Description                                                              |
| ------------------------------------- | ------------------------------------------------------------------------ |
| New Offer via Suger                   | Create a new marketplace offer                                           |
| New Amendment Offer via Suger         | Create an amendment offer against an existing agreement (AWS, Azure, GCP) |
| New Resale Authorization via Suger    | Create a reseller authorization (CPPO out) for a channel partner         |
| 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                                          |

:::note
Use the labels exactly as they appear above when you search the **Mobile & Lightning Actions** palette — those are the labels the managed package ships. **New Resale Authorization via Suger** opens the same reseller-authorization flow described in [Create Reseller Authorization](/salesforce-app/salesforce-app-cppo/).
:::

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## Adding Quick Actions to Record Pages

Adding Fours 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 Fours 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 Fours 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 Fours quick actions on the Highlights Panel" style="max-width:880px;width:100%;display:inline;margin:0 auto;box-shadow:5px 5px 5px #eee" />