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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 spaceThe next step in the Onboarding process is the optional creation of Service Bookings following the finalisation of all required Support Items. Maica offers two mechanisms to create Service Bookings, including:

• Creating Service Bookings directly from the active Plan for a Participant

• Creating Service Bookings directly from an active Service Agreement Opportunity (this article describes this feature)

The inclusion of Support Items is done via the Product Management console by following the steps outlined below:

• Open (or create) a new Opportunity of type Service Agreement (as shown below)

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• Once created or selected, click the Create Service Booking button to bring up the Create Service Booking console (as shown below)

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• The Create Service Booking console will pre-populate all required Service Bookings grouped by Support Category based on the selected Support Items

• It is possible to add or amend the pre-populated items by either adding additional Support Categories or associating Support Items for stated Bookings

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The Create Service Booking console defaults to using only Support Categories but it is possible to select Support Items to create stated Service Bookings.