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.

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Get Oriented

What Is Accounting Subledger?

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Dive In: Learn About Recommended Core Features

Store Transaction Data in Transaction Journal Records

Map Financial Data Using Accounting Sets

Create Accounting Field Mappings

Schedule Accounting Subledger Jobs

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Go Deeper: Learn About Features for Specific Business Needs

Configure an Accounting set for Recruiting and Admissions Fees

Configure an Accounting Set for Revenue Cloud

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Extend Further: Learn About Additional Capabilities & Add-Ons

Export Accounting Subledger Data

Adjust Accounting Subledger Data

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Get Ready for Your Implementation

Set Up Accounting Subledger

Data Protection and Privacy

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Know Your Resources & Get Help

Trailhead: Accounting Subledger for Education Quick Look

Accounting Subledger Developer Guide

Accounting Subledger Trailblazer Community