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 offers an automated process to generated Renewal Service Agreement Opportunities. This article describes the various options and execution logic used in the generation of Renewals.
The following configurations are available when determining how the Service Agreement Opportunities should be generated.
| Info |
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To enable the renewal generation , simply toggle the |
Configuration Item | Description | Configuration Options |
|---|---|---|
Days prior to existing Agreement | Sets the number of days prior to the existing | Numeric (1-100) |
Renewal Agreement Start Date | Sets the number of days after the existing | Numeric (1-100) |
Renewal Agreement End Date | Sets the number of days after the | Numeric (1-100) |
Renewal Agreement Close Date | Sets the number of days prior to the | Numeric (1-100) |
Renewal Agreement Assignment | Sets to whom the | User Lookup |
Initial Stage | Sets to what | List ( |
Cloning Options | Sets whether or not to also clone the existing | Toggle (Yes/No) |
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