Add Payment Instrument fields to the page layouts. Include fields to obtain account
holder and payment method details that are required to complete a transaction.
Required Editions
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and
Developer Editions with Nonprofit Cloud
User Permissions Needed
To add the new Payment Instrument fields to page layouts:
Fundraising_Admin permission set group
Update the Gift Transaction and Gift Commitment Schedule Lightning page layouts to
include the Payment Instrument fields.
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