Setup & Administration Overview
Last updated April 14, 2026
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The Setup area is where administrators configure Akoonu for their organization. This includes field configuration, permission sets, methodology mapping, and org-wide display settings.
Key areas
- Field configuration — Choose which standard or custom fields drive pipeline amounts, filtering options, and column displays across views.
- Permission sets — Assign Akoonu permission sets to control who can access specific features and hierarchy levels.
- Methodology setup — Map your sales methodology fields to Akoonu’s stoplight system.
- Forecasting configuration — Configure forecasting types, periods, and hierarchy settings.
LLM configuration
RevWorks AI features require an API key from an external LLM provider. After installing the Akoonu LLM Extension package, configure one of the following:
- Setting Up Your Claude API Key — Connect Anthropic’s Claude as your LLM engine.
- Setting Up Your OpenAI API Key — Connect OpenAI as your LLM engine.
Getting started
Access Akoonu Setup from the Akoonu app in Salesforce. You’ll need Salesforce admin permissions to make configuration changes.