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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:

  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 uses Salesforce’s native Opportunity Products to manage the inclusion of Support Items into an Opportunity where the record type is Service Agreement. The Product Management console provided by the Maica solution allows for the inclusion of Support Items that are validated against Plan Budgets as well as other existing Service Agreements using the following logic:

  1. Only allow the inclusion of Support Items if the required Plan Budget has sufficient funds available

  2. Only allow the inclusion of Support Items if the total of all active Service Agreements for the time period don’t exceed the required funds

It is optional to select a Plan and the first validation rule only applies if a Plan is associated with the Opportunity.

Info

Example Validation:

  • The Support Item Access Community Social And Rec Activities - Level 2 - Weekday Daytime is being added for a total quantity (usually Hours) of 40 at a total cost of $3,720.00

  • The active Plan for the Participant has been associated with this Service Agreement Opportunity

  • The active Plan has a Plan Budget Item for Support Category Social,Community and Civic Participation of $5,000.00

  • Another Service Agreement using this Support Item already exists at a total cost of $3,500.00

  • The following validation logic will now be applied:

    • Does the Plan have sufficient Budget to fulfil this Service Agreement

      • Total Budget: $5,000.00, Service Agreement: $3,720.00

      • Outcome: Available Budget is greater than required Budget for this Service Agreement → Pass

    • Would other existing Service Agreements already in place exceed the Plan Budget when combining it with this Service Agreement

      • Total existing Service Agreement(s) Value: $3,500.00

      • Value of this Service Agreement: $3,720.00

      • Total Value of all active Service Agreement(s): $7,220.00

      • Outcome: Total Budget for all active and existing Service Agreement would exceed total Plan Budget → Fail

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