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 space.The Invoice is the primary mechanism enabling payments from the NDIS. Invoices carry multiple Invoice Line Items which, in turn carry multiple requests for payment from the NDIS (Payment Requests). An Invoice can be access via a given Plan record within Salesforce using the following steps:
Open a Participant profile (Salesforce Contact)
Click on the
Plan Managementtab to access a number of plan-related recordsOpen an Invoice to access all available records for the selected Participant
The Invoice object captures a number of critical and useful data points, as described below.
Data Point | Description |
|---|---|
Invoice Date | The date of the Invoice is the date on which the Service Provider has issued the Invoice rather than when the Service was delivered. The Service Date is captured at the Invoice Line Item level. |
Funding Structure | Maica supports 2 different Invoice structures, including:
|
Invoice Total Amount | The Total Invoice Amount is the aggregated Sum of all associated Invoice Line Items. |
Invoice Line Items | Each Invoice is likely going to have at least one Invoice Line Item; these capture the required information to submit claims to the NDIS, including:
|
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