Setup & Administration Overview

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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.

Getting started

Access Akoonu Setup from the Akoonu app in Salesforce. You’ll need Salesforce admin permissions to make configuration changes.

More articles coming soon — contact us if you need help with setup.