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.

Konect Email Settings

Under Konect Settings, a number of important Email Settings exist that need to be configured to ensure all Konect emails, including Donation Receipts, are able to be sent successfully.

Org-Wide Email

Konect leverages a standard Org-Wide Email Address to define the From Email or Sender of all Konect Emails. For more information regarding setting up an Org Wide Email Address in Salesforce, please see the following Salesforce Help Article.

Once the Org Wide Email Address has been created and verified - it can be selected in the lookup highlighted below.

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Default Email Templates

Additional Email Settings are available under Email Templates that are used to define the different Email Templates used in the following scenarios:

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Konect leverages standard Salesforce Lightning Email Templates (LET) as the basis for Donation Receipts. For more information regarding how to design, create and manage Lightning Email Templates, please see the following Salesforce articles:

• Trailhead Article

• Salesforce Help

  • This includes a number of child pages for a full overview of LET functionality

Konect Processes using Email Templates

Konect specifically uses a Lightning Email Template to automate the dispatch of Donation Receipts. Konect uses the combination of a Salesforce Flow and a Lightning Email Template in order to do this.

Donation Receipt

The Flow that controls the sending of a Donation receipt is called Konect Send Donation Receipt Flow and this can be accessed under Setup -> Flows in the Setup or administrative part of Salesforce.

There are a few important points to remember with the Receipt automation:

• Donation receipts are only sent where an Email address exists on the Contact

• The Lightning Email Template to be used as the Donation Receipt is defined on the Campaign

Annual Receipt