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.Maica uses Salesforce’s native Opportunity Products to manage the inclusion of Support Items into an Opportunity where the record type is Service Agreement. The Product Management console provided by the Maica solution allows for the inclusion of Support Items that are validated against Plan Budgets as well as other existing Service Agreements using the following logic:
Only allow the inclusion of Support Items if the required Plan Budget has sufficient funds available
Only allow the inclusion of Support Items if the total of all active Service Agreements for the time period don’t exceed the required funds
It is optional to select a Plan and the first validation rule only applies if a Plan is associated with the Opportunity.
The inclusion of Support Items is done via the Product Management console by following the steps outlined below:
Open (or create) a new
Opportunityof typeService Agreement(as shown below)
Once created or selected, click the
Product Managementbutton to bring up theProduct Managementconsole (as shown below)
The
Product Managementconsole will show all already included Support Items and allow for the addition of other Support Item
At this stage, you are able to change
QuantityandRateto re-calculate theTotalClick on the
+Addbutton to show theAdd new Support Itemsconsole (as shown below)
In the
Schedulesection of this screen, you are able to specify the applicable schedule information for the projected services. This will populate all available Support Items in theAvailable Support Itemssection of the screen.Support Items are validated against Plan Budgets (if a Plan is associated)
Select all applicable Support Items by checking them for inclusion into the Service Agreement
Opportunityand clickAddto complete the process
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Support Items marked with a ⭐ next to them are |
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Example Validation:
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