Toolbar Buttons & Controls — Akoonu RevWorks for Salesforce
на канале: Akoonu
The toolbar in the dark blue header area gives you control over what data appears in your Pipeline Reviews views and how it's displayed. Each button serves a specific purpose — from filtering opportunities to switching amount fields.
Using the Toolbar is part of Akoonu's Pipeline Reviews module — 100% native inside Salesforce. No data sync, no external database, no integration to maintain.
📋 IN THIS VIDEO
• Filter opportunities
• Select the pipeline period
• Set the opportunity scope
• Switch header metrics and amount fields
• Filter to flagged opportunities
• Analyze pipeline changes (Flow View)
• Refresh the view
• Search for opportunities (List View)
🔗 RESOURCES
📖 Full article: https://www.akoonu.com/docs/pipeline-...
🎯 Schedule a demo: https://www.akoonu.com/demo
🌐 Pipeline Reviews: https://www.akoonu.com/revworks/pipeline
🏢 ABOUT AKOONU
Akoonu builds 100% native Salesforce apps for forecasting, pipeline reviews, and AI-powered sales insights. Trusted by teams at Honeywell, StreetLight Data, and more.
⭐ 5.0 stars on AppExchange | Salesforce ISV Partner since 2017
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