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 spaceprocess a One-Off Donation within Salesforce, simply navigate to the desired Contact and click the Donate Quick Action, see below:
After clicking the Quick Action, you will be presented with the following Modal:
Each of the Modal options is described below:
Input / Option | Description | ||
|---|---|---|---|
From who would you like to process the Donation? |
| ||
How would you like to process the Donation? |
| ||
Amount | The Amount for the Donation. This is mandatory. | ||
Date | The Date the Donation was made. This defaults to today but can be changed. This is mandatory. | ||
Campaign | The Campaign the Donation is associated with. This is mandatory. | ||
Do not allow donor changing the Campaign on the Donation Form | If the payment for the Donation is processed via a | ||
Acknowledgment Status | The Receipt status of the Donation. This defaults to | ||
How would the Donor like to process the Credit Card payment? |
| ||
Donation Form | This option is displayed when you select | ||
Show Personal Message | This is used to toggle if you want to display specific text on the Secure Payment Page that is sent to the Donor. For example: you may wish to say something similar to: “Thank you for your time on the phone and deciding to Donate. Please use this form to process your Donaiton securely.” The Personal Message is added per the below:  | ||
Personal Message Input Box | Use this to insert the text used for the Personal Message on the Secure Payment Page (described above). |
How would the Donor like to process the Credit Card payment?
Secure Payment Link
When the Secure Payment Link option is selected - Konect will generate a link to a Payment Page (using Konect Forms) that is inserted into an email. Clicking Compose Email will generate a prepopulated email in the Contact’s Activity pane. This can be updated if desired, but remember to retain the link to the Secure Payment page!
Telephone
When the Telephone option is selected - the Donation can be processed via:
Existing Payment Method: If Stripe has the details of an existing Payment Method this can be used
Credit Card only for One-Off Donations
New Payment Method: enter the details of a new Credit Card to be used to process the payment
Please Note:
| Note |
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Konect creates a Donation Opportunity with the Stage = |
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