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 uses Salesforce Opportunities to manage the onboarding process to take advantage of an extensive set of native Salesforce features, such as data insights, stage management, and Salesforce Products. An Opportunity requires a Primary Contact which is an association with a Salesforce Contact record and acts as the Participant as part of this onboarding process.

To select the Primary Contact or Participant, follow 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, select the Primary Contact (as shown below) by entering the First or Last Name

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