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.
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Creating a new Donation Form can be done through the Forms Object in Salesforce. |
Creating a new Form
To create a new Form, click the New button.
Form NameStatusCampaignTo assign the Form to a Campaign, use the Campaign field.
Configuring the Donation Form
Page Images
Use this section to define the primary images used on the Web Donation Page. The possible images that can be uploaded are a Logo, Banner and Body Image.
Page Content
Use this section to define the primary page content blocks used on the Web Donation Page. You can also select your desired Text and Background colour scheme.
Campaigns
To assign the form to a Campaign, use the Default Campaign field. It is also possible to assign it to multiple Campaigns.
Allow Campaign Selection allows the donor to select which Campaign they want to donate to on the donation form.
(Custom Head HTML)
(reCAPTCHA)
Payment
Assign the Currency and any Payment Information for the donation payment.
One-Off
Use this section to configure one-off donations. It is also possible to turn off one-off donations using the checkbox in the top right corner of the section.
Recurring
Use this section to configure recurring donations. It is also possible to turn off recurring donations using the checkbox in the top right corner of the section.
Succeeded Payment Checkout
Use this section to configure the checkout screen after a successful payment.
Cancelled/Failed Payment Checkout
Use this section to configure the checkout screen after an unsuccessful payment.
Drop-In
Form Submissions and Statistics
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