Content Comparison

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 spaceMaica natively synchronises all required information from the NDIS; to synchronise Plans, Budgets, and Service Bookings directly from a Participant’s profile, follow the below steps:

1. Open a Participant profile (Salesforce Contact)

2. Click on the Synchronise Plan Information button to access Plan Synchronisation modal

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Once you have been able to access the Plan Synchronisation modal, you are able to optionally select from the following choices:

• Include Plan Goals - this will synchronise all available Plan Goals to your Salesforce solution. Please keep note of the information panel at the bottom of this article.

• Include Service Bookings - this will synchronise all Service Bookings related to the Plan being captured in Salesforce.

• Include Booking Items - if Service Bookings are being synchronised, optionally all related Booking Items can be captured in Salesforce also.

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When the synchronisation is complete, the relevant Plan, Plan Budgets, Service Bookings, and Booking Items have been captured in your Salesforce solution.