Content Comparison

To get started with Konect, you will need to install the Salesforce Nonprofit Success Pack. This can be done by either using Salesforce’s Install Page or by engaging an implementation partner, such as Vertic in Australia or a list of international partners.

Konect does not add any custom objects to the Nonprofit Success Pack and uses only native data structures to process payments, issue receipts, and provide donation landing pages.

Konect has been integrated natively with the Stripe payment gateway exclusively for all financial payment processing. Stripe offers a deep set of functional features Konect takes advantage of, such as Smart Retries, Fraud Protection, and Subscription Management.

The Salesforce Nonprofit Success Pack Data Model is shown below with a description of the most commonly used data objects within Konect.

Give your authors a helping hand by using templates in your documentation space. You will need Space Administrator permissions to create templates.

To create a template:

1. Go to "Space Tools" in the sidebar, select "Content Tools" and create a new template.

2. Click "Page Layout" and add sections and columns to your page.

3. Add headings and sub-headings as needed.

4. Choose "Instructional Text" from the "Template" menu and add text that is only visible in the editor.

5. Save your template.

Your template will become available in the Create dialog for this spaceYou can create a new Recurring Donation for a Donor (Contact) directly in Salesforce.

To set up a new Recurring Donation in Konect, open the Contact record of the Donor. From the Contact, you can use the standard Salesforce NPSP New Recurring Donation Quick Action that will be available in the Header section. The QA could either be displayed as a button or it may be in the drop-down list of additional Actions.

Image Added

The New Recurring Donation Modal will be displayed:

Image Added

Populate all fields in the Modal to ensure the Recurring Donation is created successfully.