Salesforce Editions
Akoonu for Pipeline Reviews works for any Salesforce organization with Professional, Enterprise, or above edition.
Lightning and Classic UI
The app works nearly identically in the Lightning Experience and Classic user interfaces. There are two versions of the app's tab ("Pipeline Reviews" and "Pipeline Reviews (classic)") installed. For performance and interoperability, the Lightning tab is preferred, but they offer the same.
Features
Salesforce can be configured and customized in many, many ways and Akoonu for Pipeline Reviews app seamlessly accommodates these customizations.
Out-of-the-box, it supports:
- Multi-Currency
- Customized Sales Stages
- Customized Forecast Category Names
- Multiple Opportunity Record Types
- Multiple Sales Processes
- Customized Fiscal Years and Periods
- Role Hierarchy
- User Manager Team Hierarchies
- Non-standard Opportunity Amount fields
- Opportunity Products
- Opportunity Contacts
- Opportunity Team Members
- Opportunity Splits
- and more...
In addition to supporting these Salesforce customizations, there are many ways to configure and customize the Akoonu for Pipeline Reviews app. Explore the Akoonu Setup tab and this documentation to learn more.