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 spaceMaica allows for the native ability to manage existing Service Bookings, including updating details, re-allocating budgets, deleting, and changing end dates for any given Service Booking.

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In order to manage a Service Booking, follow the below steps:

1. Navigate to a Plan associated with a Participant (Contact)

2. Navigate to a Service Booking

3. Click on the Manage Service Booking button

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At this point, several choices exist, including:

• Update: editing the details of the Service Booking, including dates and budgets

• Approve: approve pre-existing Service Booking records issued by the NDIS as part of plan development

• Reject: reject pre-existing Service Booking records issued by the NDIS as part of plan development

• Delete: delete an existing Service Booking

• Force Sync: synchronises the latest information for the selected Service Booking from the NDIS digital systems

In order to manage (update) the details of a selected Service Booking, follow the below steps:

1. Amend the required details as shown in the below screen

2. You are now able to change the End Date, re-allocate Quantity and Rate to manage funds across Support Categories

3. Click the I declare that this Service Booking... checkbox

4. Click the Submit button

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