Low Code No Code for Product Devs

Alex Nassi — Fri, 24 Jan 2025 16:48:08 GMT

Current Revision posted to Dev Tutorials by Alex Nassi on 1/24/2025 4:48:08 PM

Sugar Administration

The Administration Guide is the CRM admin's guide to configuring and administering their Sugar instance. Admins have access to everything in this guide but regular users with developer-level role access to at least one module can also access certain admin functionality.

It is important that you go through your SugarCloud settings.

Developer Tools

The Developer Tools section of Sugar's Admin page contains various configuration menus that help you customize your instance to best suit your organization's needs. Developer Tools allow you to edit the look, feel, and functionality of your instance, including adding fields, changing layouts, adding automated processes, and creating entirely new modules.

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

The Studio and Module Builder section includes topics covering creating, modifying, and troubleshooting custom fields, relationships, dropdown lists, and modules via Sugar's Studio and Module Builder tools:

SugarBPM

SugarBPM™ enables administrators to streamline common business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an easy-to-use business process management (BPM) and workflow automation tool that is built into Sell, Serve, and Enterprise.

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Integrations for Product Devs.

Low Code No Code for Product Devs

Rafael Fernandes — Thu, 22 Aug 2024 15:00:59 GMT

Revision 10 posted to Dev Tutorials by Rafael Fernandes on 8/22/2024 3:00:59 PM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Integrations.

Low Code No Code for Product Devs

Alex Nassi — Thu, 04 Aug 2022 05:32:14 GMT

Revision 8 posted to Dev Tutorials by Alex Nassi on 8/4/2022 5:32:14 AM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Integrations.

Low Code No Code for Product Devs

Alex Nassi — Thu, 04 Aug 2022 05:32:14 GMT

Revision 9 posted to Dev Tutorials by Alex Nassi on 8/4/2022 5:32:14 AM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Integrations.

Low Code No Code for Product Devs

Alex Nassi — Thu, 04 Aug 2022 05:18:56 GMT

Revision 7 posted to Dev Tutorials by Alex Nassi on 8/4/2022 5:18:56 AM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customizations.

Low Code No Code for Product Devs

Alex Nassi — Thu, 04 Aug 2022 05:16:46 GMT

Revision 6 posted to Dev Tutorials by Alex Nassi on 8/4/2022 5:16:46 AM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey.

Now it's time for Customizations.

Low Code No Code for Product Devs

Rafael Fernandes — Mon, 01 Aug 2022 19:50:48 GMT

Revision 5 posted to Dev Tutorials by Rafael Fernandes on 8/1/2022 7:50:48 PM

Sugar Administration

It is important that you go through your SugarCloud settings.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for Product Devs

Rafael Fernandes — Mon, 01 Aug 2022 19:47:29 GMT

Revision 4 posted to Dev Tutorials by Rafael Fernandes on 8/1/2022 7:47:29 PM

Sugar Administration

It is important that you go through your SugarCloud settings, manage your most important asset, Users, as well as setup your teams, roles and ACLs as your first step with Sugar.

Developer Tools

Studio enables administrators to customize stock or custom modules
Module Builder enables administrators to create, deploy, and maintain custom modules
Module Loader is used to import packages into Sugar that make changes to core files
Rename Modules, Administrators can easily rename modules
SugarBPM enables administrators to streamline common business processes
Sugar Portal is a powerful tool that allows Sugar users to interact with customers
Advanced Configuration, Sugar comes with many different ways to configure your system to best meet your needs
Configure API Platforms, Developers use the platform parameter to distinguish their custom platform from other clients when using the Sugar API
Data Privacy Guide
User Interface, Sidecar, Navigations, Home, Search

Studio and Module Builder

SugarBPM

The SugarBPM suite is an extensive toolbox of modules that provide the ability to easily create digital forms and map out robust workflows using a drag-and-drop interface.

Prerequisites
- Basic knowledge of process design is required.
- Basic knowledge of process standards such as BPMN is preferred. BPMN is a flowchart-based notation used to define business processes within an organization.
- You should know which business processes you want to automate in Sugar.
SugarBPM Overview
Introduction to Business Process Automation via SugarBPM
Getting Started With SugarBPM for Sugar Serve
Using SugarBPM to Notify a Team or User on Record Creation
Understanding Email Direction in Process Definitions
Understanding Round Robin Activities vs. Round Robin Actions

Resources & Downloads

Use the additional resources and downloads below to further support your onboarding.

Blog Posts

How No-Code / Low-Code Works with the Sugar Platform

You're up and running, but don't stop now - this is just the beginning of your journey. Now it's time to Customizations.

Low Code No Code for ISVs

Rafael Fernandes — Fri, 24 Jun 2022 15:22:49 GMT

Revision 3 posted to Dev Tutorials by Rafael Fernandes on 6/24/2022 3:22:49 PM

Welcome to the third stage of the GROW Adoption Framework - Optimize. If we think back to our garden, at this point, you've planted the seeds and watched them grow. Everything is blooming and looking beautiful, but there's a few empty spots. Let's look at how we can fill them.

We've compiled our GROW Optimize Workbook to help you define new objectives, foster cross-team collaboration, automate & scale your processes, and expand your platform capabilities. Download the workbook for additional details and templates to help you optimize your people, processes, and technology.

Define Objectives

Your people, processes, and technology are all working together – time to relax, right? Wrong! You can’t stop now – it’s time to Optimize.

At this stage, it’s time to reflect on what is working and where you can do more. What can you add to your garden to make it even more beautiful?
Set new objectives to increase efficiencies, automate , and improve the user experience.

Use the Setting New Objectives Worksheet in the GROW Optimize Workbook to help identify areas of improvement, align your people, processes, and technology and set new goals.

Expand your Reach

It is easy for teams to get siloed within an organization, but there is the opportunity to break down those barriers and foster cross-team collaboration.
With one platform and one source of truth, teams can work together to get a clear view of the customer, but it helps when they also understand how the other teams work.
Leverage the communication channels you’ve established earlier to inform and collaborate between teams.
Explore ways that Marketing, Sales, and Service teams can utilize information that each is collecting and work together to improve the overall customer experience.

We've included a helpful worksheet in the GROW Optimize Workbook to plan your areas of alignment.

Automate & Scale

While you’ve done a great job getting started and reinforcing adoption with your users, it’s important to acknowledge that it was a big effort to get there, both in time and resources.
Sustaining that for the long-term is a challenge and you’ll need to create a plan to automate and scale for the future.
This could include:
- Documenting new processes
- Building adoption efforts into new hire onboarding and training
- Creating a continuing education plan for existing users
- Establishing a governance plan for future changes
- Using tools such as in-app guidance to reinforce behavior over time

Get additional details on each of these ideas in the GROW Optimize Workbook

Enhance Platform Capabilities

Now that your systems and processes are humming along, it’s a great time to explore new ways to incorporate other parts of the Sugar platform that can help you reach your goals.

This could include using tools such as:
- SugarMobile
- SugarBPM for process automation
- Customer Journey Plug-in to align your sale activities with the buyer’s journey
- Marketing Automation with Sugar Market
- Sugar Serve’s Self-Service Portal
- SugarLive for customer service representatives
- Sugar Connect to enhance productivity

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Optimize Workbook
Additional Resources	Data Quality Best Practices eBook: Dismantling Silos for Effortless CX Webinar: The Dynamic Duo - Sales & Marketing Working Together Infographic: 5 Reasons Your CX Strategy is Failing Marketing Automation Benefits Calculator Blog: Smashing the Data Silos with SugarCRM Quick Video Tutorials CX Assessment

Learning Plans

Below you'll find links to Learning Plans that contain our recommended courseware for your Sugar solutions at this phase in your adoption journey. Review them yourself or use them to create training plans for your teams to help support your rollout and adoption efforts.

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

As you continue to GROW your adoption efforts, the goal is to move to the final phase - Wow! Before long you'll be wowing your customers, prospects, partners, and employees with amazing experiences.

Low Code No Code

Rafael Fernandes — Fri, 24 Jun 2022 15:18:19 GMT

Revision 2 posted to Dev Tutorials by Rafael Fernandes on 6/24/2022 3:18:19 PM

Define Objectives

Your people, processes, and technology are all working together – time to relax, right? Wrong! You can’t stop now – it’s time to Optimize.

At this stage, it’s time to reflect on what is working and where you can do more. What can you add to your garden to make it even more beautiful?
Set new objectives to increase efficiencies, automate , and improve the user experience.

Use the Setting New Objectives Worksheet in the GROW Optimize Workbook to help identify areas of improvement, align your people, processes, and technology and set new goals.

Expand your Reach

It is easy for teams to get siloed within an organization, but there is the opportunity to break down those barriers and foster cross-team collaboration.
With one platform and one source of truth, teams can work together to get a clear view of the customer, but it helps when they also understand how the other teams work.
Leverage the communication channels you’ve established earlier to inform and collaborate between teams.
Explore ways that Marketing, Sales, and Service teams can utilize information that each is collecting and work together to improve the overall customer experience.

We've included a helpful worksheet in the GROW Optimize Workbook to plan your areas of alignment.

Automate & Scale

While you’ve done a great job getting started and reinforcing adoption with your users, it’s important to acknowledge that it was a big effort to get there, both in time and resources.
Sustaining that for the long-term is a challenge and you’ll need to create a plan to automate and scale for the future.
This could include:
- Documenting new processes
- Building adoption efforts into new hire onboarding and training
- Creating a continuing education plan for existing users
- Establishing a governance plan for future changes
- Using tools such as in-app guidance to reinforce behavior over time

Get additional details on each of these ideas in the GROW Optimize Workbook

Enhance Platform Capabilities

Now that your systems and processes are humming along, it’s a great time to explore new ways to incorporate other parts of the Sugar platform that can help you reach your goals.

This could include using tools such as:
- SugarMobile
- SugarBPM for process automation
- Customer Journey Plug-in to align your sale activities with the buyer’s journey
- Marketing Automation with Sugar Market
- Sugar Serve’s Self-Service Portal
- SugarLive for customer service representatives
- Sugar Connect to enhance productivity

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Optimize Workbook
Additional Resources	Data Quality Best Practices eBook: Dismantling Silos for Effortless CX Webinar: The Dynamic Duo - Sales & Marketing Working Together Infographic: 5 Reasons Your CX Strategy is Failing Marketing Automation Benefits Calculator Blog: Smashing the Data Silos with SugarCRM Quick Video Tutorials CX Assessment

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

As you continue to GROW your adoption efforts, the goal is to move to the final phase - Wow! Before long you'll be wowing your customers, prospects, partners, and employees with amazing experiences.

Optimize

Alex Nassi — Thu, 23 Jun 2022 21:55:07 GMT

Revision 1 posted to Dev Tutorials by Alex Nassi on 6/23/2022 9:55:07 PM

Define Objectives

Your people, processes, and technology are all working together – time to relax, right? Wrong! You can’t stop now – it’s time to Optimize.

At this stage, it’s time to reflect on what is working and where you can do more. What can you add to your garden to make it even more beautiful?
Set new objectives to increase efficiencies, automate , and improve the user experience.

Use the Setting New Objectives Worksheet in the GROW Optimize Workbook to help identify areas of improvement, align your people, processes, and technology and set new goals.

Expand your Reach

It is easy for teams to get siloed within an organization, but there is the opportunity to break down those barriers and foster cross-team collaboration.
With one platform and one source of truth, teams can work together to get a clear view of the customer, but it helps when they also understand how the other teams work.
Leverage the communication channels you’ve established earlier to inform and collaborate between teams.
Explore ways that Marketing, Sales, and Service teams can utilize information that each is collecting and work together to improve the overall customer experience.

We've included a helpful worksheet in the GROW Optimize Workbook to plan your areas of alignment.

Automate & Scale

While you’ve done a great job getting started and reinforcing adoption with your users, it’s important to acknowledge that it was a big effort to get there, both in time and resources.
Sustaining that for the long-term is a challenge and you’ll need to create a plan to automate and scale for the future.
This could include:
- Documenting new processes
- Building adoption efforts into new hire onboarding and training
- Creating a continuing education plan for existing users
- Establishing a governance plan for future changes
- Using tools such as in-app guidance to reinforce behavior over time

Get additional details on each of these ideas in the GROW Optimize Workbook

Enhance Platform Capabilities

Now that your systems and processes are humming along, it’s a great time to explore new ways to incorporate other parts of the Sugar platform that can help you reach your goals.

This could include using tools such as:
- SugarMobile
- SugarBPM for process automation
- Customer Journey Plug-in to align your sale activities with the buyer’s journey
- Marketing Automation with Sugar Market
- Sugar Serve’s Self-Service Portal
- SugarLive for customer service representatives
- Sugar Connect to enhance productivity

Resources & Downloads

Use the additional resources and downloads below to further support your adoption efforts as your work through the GROW Adoption Framework.

Workbook	GROW Optimize Workbook
Additional Resources	Data Quality Best Practices eBook: Dismantling Silos for Effortless CX Webinar: The Dynamic Duo - Sales & Marketing Working Together Infographic: 5 Reasons Your CX Strategy is Failing Marketing Automation Benefits Calculator Blog: Smashing the Data Silos with SugarCRM Quick Video Tutorials CX Assessment

Learning Plans

Market	Sell	Serve
Register now	Register now	Register now
Connect	Discover
Learn more	Learn more

As you continue to GROW your adoption efforts, the goal is to move to the final phase - Wow! Before long you'll be wowing your customers, prospects, partners, and employees with amazing experiences.