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: |
Customize Application
AND
Modify All Data
AND
Fundraising_Admin permission set group
|
Update the Gift Transaction and Gift Commitment Schedule Lightning page layouts to
include the Payment Instrument fields.
