---
schema_version: "1"
id: f49cfe8ced6545e16af8f08080e28cdf27734af777410a962df30fe35fd19d7d
title: Get Started with Accounting Subledger
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/asl_get_started.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.asl_get_started.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 02161bab5758563085ad7cbc14651a596727bfb3d5284a1a033594878dbe5a9b
description: 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.
products:
  - Education
  - Cross Cloud
release: "264"
---
# 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.

![Accounting Subledger banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/accounting_subledger/images/asl_main_banner.png) <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-global/_corporate/images/learning_maps/lm_start_1.png" alt="Play button in a circle"></span>
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            <p><strong>Get Oriented</strong></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_basics.htm&amp;release=264.0.0&amp;type=5" title="Prepare consistent gift revenue and payment data for fundraising and finance services.">What Is Accounting Subledger?</a></p>
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            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-global/_corporate/images/learning_maps/lm_build_1.png" alt="Wrench in a circle"></span>
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            <p><strong>Dive In: Learn About Recommended Core Features</strong></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_tj_records.htm&amp;release=264.0.0&amp;type=5" title="The Transaction Journal object is the core of Accounting Subledger. It stores your financial transactions in a format optimized for export to your accounting system.">Store Transaction Data in Transaction Journal Records</a></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_accounting_sets.htm&amp;release=264.0.0&amp;type=5" title="Map your financial data to the Accounting Subledger data model using accounting sets, and configure settings for each set to generate transaction journal records.">Map Financial Data Using Accounting Sets</a></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_create_accounting_field_mappings.htm&amp;release=264.0.0&amp;type=5" title="Generate financial data beyond the default transaction journal record fields with accounting field mappings.">Create Accounting Field Mappings</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_jobs.htm&amp;release=264.0.0&amp;type=5" title="Accounting Subledger jobs generate transaction journal records. Configure and run these jobs manually or on a defined schedule.">Schedule Accounting Subledger Jobs</a></p>
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            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-global/_corporate/images/learning_maps/lm_develop_1.png" alt="Gears in a circle"></span>
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            <p><strong>Go Deeper: Learn About Features for Specific Business Needs</strong></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_recipe_accounting_set_ra_fees.htm&amp;release=264.0.0&amp;type=5" title="For educational institutions, a key part of their mission is serving learners during their application journey and matriculation into a particular school. From on-campus to online learning—and especially within higher education—these institutions interact with prospective and enrolled students across the recruiting and admissions cycle.">Configure an Accounting set for Recruiting and Admissions Fees</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_recipe_accounting_set_revenue_cloud.htm&amp;release=264.0.0&amp;type=5" title="For organizations with complex product catalogs and pricing structures, activities like generating quotes, billing customers, and collecting payments are critical. Regardless of their industry, these organizations manage many different types of records in Salesforce as they book, approve, and receive large volumes of transactions.">Configure an Accounting Set for Revenue Cloud</a></p>
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            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-global/_corporate/images/learning_maps/lm_integrate_1.png" alt="Connector in a circle"></span>
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            <p><strong>Extend Further: Learn About Additional Capabilities &amp; Add-Ons</strong></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_export.htm&amp;release=264.0.0&amp;type=5" title="When the transaction journal records are ready, bring the data to your accounting system.">Export Accounting Subledger Data</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_adjustments.htm&amp;release=264.0.0&amp;type=5" title="After you generate accounting data, adjust it as needed by updating the source records or fund allocations.">Adjust Accounting Subledger Data</a></p>
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            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-global/_corporate/images/learning_maps/lm_start_1.png" alt="Play button in a circle"></span>
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            <p><strong>Get Ready for Your Implementation</strong></p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sfdo.asl_setup.htm&amp;release=264.0.0&amp;type=5" title="Before configuring and running Accounting Subledger, complete the required setup tasks.">Set Up Accounting Subledger</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleview?id=xcloud.data_protection_and_privacy.htm&amp;type=5" target="_blank">Data Protection and Privacy</a></p>
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            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/resources-global/_corporate/images/learning_maps/lm_outcome_end_1.png" alt="Arrow in a circle"></span>
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            <p><strong>Know Your Resources &amp; Get Help</strong></p>
            <p><a href="https://trailhead.salesforce.com/content/learn/modules/accounting-subledger-for-education-cloud-quick-look" target="_blank">Trailhead: Accounting Subledger for Education Quick Look</a></p>
            <p><a href="https://developer.salesforce.com/docs/atlas.en-us.asl_dev_guide.meta/asl_dev_guide/asl_intro.htm" target="_blank">Accounting Subledger Developer Guide</a></p>
            <p style="margin-bottom:0;"><a href="https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000kHhvSAE" target="_blank">Accounting Subledger Trailblazer Community</a></p>
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