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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:
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 tracks all synchronisation outcomes, both in terms of errors and information; these logs are actually Salesforce reports that can be viewed via standard Salesforce tools as well as Maica settings.
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To access the synchronisation logs, follow the steps below:
Navigate to
Maica Settings
Click on the
Synchronisation Logs
TabClick on the
logs
link to view the Salesforce report
To delete synchronisation logs, follow the steps below:
Navigate to
Maica Settings
Click on the
Synchronisation Logs
TabConfirm the deletion by checking the
Confirm Deletion
boxClick the
Delete
button
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