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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:
Go to "Space Tools" in the sidebar, select "Content Tools" and create a new template.
Click "Page Layout" and add sections and columns to your page.
Add headings and sub-headings as needed.
Choose "Instructional Text" from the "Template" menu and add text that is only visible in the editor.
Save your template.
Your template will become available in the Create dialog for this spaceClaiming within Maica allows for the automated process of submitting Payment Requests
to the NDIS digital systems and capture responses, such as approved or rejected payments. The behaviour of this process can be configured to include:
Wait Times which allows for Participants to object to a particular
Payment Request
and build specific business processes around this.Sync Times which sets the intervals at which Maica will attempt to retrieve
Payment Request
status information from the NDIS
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To set the Wait Time, follow the below steps:
Navigate the
Maica Settings
Click on the
Claim Management
TabEnter the
Hours
you would like to allow the system to wait until a particular claim is submitted
To set the Sync Time, follow the below steps:
Navigate the
Maica Settings
Click on the
Claim Management
TabEnter the interval
Hours
you would like to use to check forPayment Request
status updates
Please be mindful of the volume of projected Payment Requests
and allow Maica sufficient time to process these. We don’t recommend any setting below 2 hours and suggest about 1 hour for every 500 Payment Requests
.
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