Getting started with Konect

Konect is a payment solution specifically designed for the Salesforce Nonprofit Success Pack.

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.

Open

Konect takes advantage of the below-described data objects to enable reliable and scaleable social payments:

• Contact - this represents any person being managed within Salesforce, such as a donor, member, or any other relevant stakeholder.

• Recurring Donation - this represents the structure describing a regular donation gift with attributes such as Schedule, Amount, Frequency

• Opportunity - the Nonprofit Success Pack offers a range of record types for Opportunities such as Donation and Membership. Konect is able to process payments for any of these record types.

• Payment - this represents the actual payment record with a reference to the Stripe payment gateway transaction, related to the Opportunity capturing the revenue. In cases where Recurring Donations fail to process, multiple Payments might exist for each retry until successful.

Salesforce has published a significant volume of learning content to better understand the Salesforce Nonprofit Success Pack via its Trailhead Learning Platform, so this Knowledge Base does not aim to replicate this. We have, however, described the specific functions offered by Konect to extend the Nonprofit Success Pack.

Related Pages