Security & Trust

Architected for Security. Your data and users stay in Salesforce.

100% native to Salesforce. No external data storage. No API keys to manage. Your data, your permissions, your security boundary.

Architecture

Built inside Salesforce, not connected to it.

SALESFORCE SECURITY BOUNDARY AKOONU RevWorks Platform Powering how Revenue Works SALESFORCE FOUNDATIONS Sales Cloud CRM, Opportunities, Pipeline, Activity Tracking Salesforce Forecasts Native Forecasting Setup and Engine Agentforce LLM Models, Agents, Trust Layer SALESFORCE PLATFORM Data and Objects Standard and Custom Objects Configuration Territories, Roles, Fiscal Periods Customization Custom Fields, Sales Stages Security Profiles, Permission Sets, Sharing No data leaves this boundary. No external database. No sync.

No external data storage

Akoonu reads and displays Salesforce data. It never exports, copies, or stores data outside your org. There is no Akoonu database or external cloud infrastructure.

No data sync

Akoonu operates directly on your live Salesforce data. Nothing is replicated to an external server. Nothing leaves the security boundary.

Managed package

Installed from the Salesforce AppExchange. All code runs within the Salesforce platform using Apex, LWC, and SOQL.

No API keys

No external connections or credentials to manage, rotate, or secure. Akoonu users authenticate through their standard Salesforce login.

Access Control

Your sharing rules. Your permissions. Inherited automatically.

Salesforce sharing model respected

Akoonu inherits your org's sharing rules, role hierarchy, and field-level security. Users only see what they're already authorized to see in Salesforce.

Standard permission sets

Access to Akoonu is granted through standard Salesforce permission sets. No custom security model to configure or maintain.

No elevated access required

Akoonu does not require system administrator access for end users. The managed package operates within the permissions framework you've already built.

Territory and role hierarchy support

Works with both Salesforce role hierarchies and territory management, inheriting the access structure you've configured.

AI Security

Your choice of AI processing to fit your security requirements.

LLM flexibility

Akoonu supports multiple LLM providers: Agentforce, Anthropic, and OpenAI. Your admin chooses which model to use.

Agentforce-compatible

For organizations that require all AI processing within the Salesforce security boundary, Akoonu can run entirely on Agentforce. No external API calls.

No training on your data

Your Salesforce data is never used to train AI models. It's used for reasoning only — to generate insights and analysis for your team.

Configurable AI context

Admins control exactly which Salesforce objects and fields the AI can access, with detail levels from standard to detailed.

MCP-enabled (optional)

Akoonu's optional MCP server allows secure integration with external AI clients while keeping data access governed by Salesforce permissions.

Geographic control

If geographic processing requirements matter, use Agentforce to keep all AI within Salesforce, or configure external LLMs to process in specific regions.

Trust

Salesforce ISV Partner since 2017.

Security Review Passed

Passed Salesforce's mandatory security review — code quality, data handling, CRUD/FLS compliance, vulnerability testing.

8+
Years as ISV Partner

Continuous partnership since 2017, tested against every major Salesforce release.

5.0
AppExchange Rating

28 verified reviews, all 5-star. Confirmed quality and reliability from real customers.

0
Breaking Changes

Zero customer-impacting breaking changes across eight years and every Salesforce release cycle.

Data Handling

What we store. What we don't.

What Akoonu stores in your org

Configuration settings, saved views, formula definitions, submission history, AI-generated insights, and cached data for performance. All of this lives inside your Salesforce org as custom objects.

What Akoonu does NOT store

Your opportunity, account, contact, forecast, or pipeline data. Akoonu operates on this data live in Salesforce. It is never copied to an external system.

Clean uninstall

If you remove Akoonu, your Salesforce data remains completely untouched. Only Akoonu's custom objects and configuration are removed.

Operations

No maintenance burden. No integration to monitor.

No integration monitoring

Because Akoonu is native, there's no sync to monitor, no API connection to maintain, no webhook to configure.

Master scheduler

Akoonu's internal scheduler manages all Akoonu background jobs without consuming your Salesforce scheduled Apex capacity.

Job monitoring

Full visibility into all background automation jobs — status, last run, errors — from the Akoonu Setup tab.

Field mirroring

When formula fields need to be used in forecasting types, Akoonu provides a mirroring tool to sync values to static fields without external processes.

Compliance

Built on Salesforce's world-class security infrastructure.

Salesforce platform security

Salesforce maintains SOC 2 Type II, ISO 27001, GDPR, HIPAA, and FedRAMP certifications. Your data is protected by enterprise-grade encryption, network security, and continuous monitoring.

Salesforce Trust & Security

Akoonu application security

Akoonu has passed the AppExchange security review — CRUD/FLS compliance, vulnerability testing, and code quality analysis. No data is stored outside your Salesforce org. No additional data residency requirements.

Your security controls

You maintain full control through Salesforce's native security tools — profiles, permission sets, sharing rules, field-level security, audit trails, and session management. Akoonu inherits every control you've configured.

FAQ

Commonly asked questions.

Where does my data go? +

Nowhere. It stays in your Salesforce org. Akoonu never exports, copies, or stores your data externally.

Does Akoonu respect our sharing rules? +

Yes, completely. Akoonu inherits your org's sharing rules, role hierarchy, and field-level security. Users see only what Salesforce allows them to see.

What happens during Salesforce releases? +

We test against every release. ISV Partner since 2017 with zero breaking changes for customers.

What if we want to remove Akoonu? +

Clean uninstall. Your Salesforce data stays untouched. Akoonu's custom objects and configuration are removed.

Does AI training use our data? +

No. Your data is used for inference only — to generate insights and analysis for your team. It is never used to train AI models.

Do we need a separate security review? +

No. Akoonu has passed the Salesforce AppExchange security review. No external data storage means no additional review required.

Can we restrict which data the AI sees? +

Yes. Admins configure exactly which Salesforce objects and fields the AI has access to, with multiple detail levels.

Can we run AI entirely within Salesforce? +

Yes. Akoonu is fully Agentforce-compatible. You can run all AI processing through Agentforce with no external API calls.

Is data sent to external LLMs? +

That depends on your configuration. If you choose Agentforce, all AI processing stays within the Salesforce security boundary — nothing leaves. If you configure an external LLM like OpenAI or Anthropic, data is sent to that provider for processing only — it is not stored by the LLM provider and is never used for training. No Salesforce data is stored outside your org in either case. Your admin controls which LLM is used.

Additional questions?

Schedule a call to discuss your specific security and compliance requirements.

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