Prepare consistent gift revenue and payment data for fundraising and finance services.
Note Starting in March 2023, Salesforce offers Accounting Subledger built on the core Salesforce platform. This article provides information about that product. For information about the managed packaged version of Accounting Subledger, see Accounting Subledger Legacy Documentation. If you're not sure which version your institution uses, check with your Salesforce administrator.
- Welcome to Accounting Subledger: From CRM to Finance
Give accounting teams neatly packaged financial CRM data for record keeping. - Get Started with Accounting Subledger
Prepare Salesforce records for your Finance department with Accounting Subledger in Education Cloud and Nonprofit Cloud. Accounting Subledger captures transactions from CRM and automates transformations to reconcile this data in an accounting-ready format. Explore a trial org and then learn about what's included, what setup we recommend, and how to get ready for your implementation. - Data Flows in Accounting Subledger
Accounting Subledger consolidates data between your Salesforce CRM financial data and your accounting system. - Plan Your Accounting Subledger Implementation
Learn about the general required steps for a successful implementation. - Developer Resources for Accounting Subledger
Developers in your company or institution can use developer resources to learn about the data model and automate processes. - Accounting Subledger Terminology
Accounting concepts are sometimes unfamiliar to Salesforce users, and vice versa. Let's review some essential terms used in Accounting Subledger. - Accounting Subledger and Translation
Salesforce provides translations for Accounting Subledger in multiple languages. - Accounting Subledger Legacy Documentation
Starting in March 2023, Salesforce offers Salesforce for Education, which includes integrated platform solutions and managed packages. This article provides information about Accounting Subledger, a platform solution.