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 space.Maica allows users to create Service Bookings directly from within the Salesforce platform, via the NDIS digital systems (API). When creating Service Bookings, the solution will enumerate all available Plan Budget items for the Participant’s currently active Plan and allow for the creation of associated Service Booking records.

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

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

2. Click the Create Service Booking button

3. The below dialog is presented which will pre-populate all available Plan Budget Items

4. Select the Dates of the Service Booking manually or choose to use the Plan Dates instead to allow the Service Booking to run for the duration of the Plan

5. Choose to either create a Plan Managed or Standard Booking

6. Remove the Booking Items you do not wish to create - by default, all available Plan Budget items are shown

7. Confirm the Service Booking and click the Submit button

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