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            Add Payment Instrument Fields in Nonprofit

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            Add Payment Instrument Fields in Nonprofit

            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
            Available in: Lightning Experience

            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

            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

            OR

            Modified Education Cloud Full Access permission set

            Update the Gift Transaction and Gift Commitment Schedule Lightning page layouts to include the Payment Instrument fields.

             
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