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Data Flows in Accounting Subledger

Accounting Subledger consolidates data between your Salesforce CRM financial data and your accounting system.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Accounting Subledger

Diagram of Accounting Subledger data flow

  1. You capture all of your financial data in Salesforce, such as ticket revenues, purchase expenses, donations, or pledges.
  2. After you set up and configure Accounting Subledger (accounting sets, accounting field mappings, scheduled job, and so on), we create transaction journal records for all eligible records.
  3. The data is now ready for you to bring into your accounting system via reports, a custom integration, or a middleware solution.