--- schema_version: "1" id: a05aba69f6882a1fc4e3c0fab831fdbe0aa0d068a91bf249ab9d7e69d09c4379 title: Plan Your Accounting Subledger Implementation collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/asl_plan_implementation.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.asl_plan_implementation.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ab21555008cd33b34f206b86b6e0dee2bd9cd93988a5923f052c45942e5f0cf6 description: Learn about the general required steps for a successful implementation. products: - Education - Cross Cloud release: "264" --- # Plan Your Accounting Subledger Implementation Learn about the general required steps for a successful implementation.
REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Accounting Subledger
Your institution has taken the leap and you have approval to implement Accounting Subledger. It can seem like a daunting task, but it doesn’t have to be! Here are the general considerations to think about: 1. Add users: Decide who in your company or institution accesses, uses, and administers Accounting Subledger. See [Add Accounting Subledger Users](https://help.salesforce.com/s/articleView?id=sfdo.asl_add_users.htm&release=264.0.0&type=5 "Set up profiles and users to represent your users."). 2. Set up Data Pipelines: Assign at least one active user to the Data Pipelines Base User permission set and enable Data Pipelines. See [Set Up Data Pipelines for Accounting Subledger](https://help.salesforce.com/s/articleView?id=sfdo.asl_set_up_data_pipelines.htm&release=264.0.0&type=5 "Complete the requirements to enable Data Pipelines for Accounting Subledger."). 3. Set up permissions: Specify who can do what. For example, enable your accountants to view the generated accounting data, but not map the financial data in accounting sets. [Assign Accounting Subledger Permission Sets](https://help.salesforce.com/s/articleView?id=sfdo.asl_permissions.htm&release=264.0.0&type=5 "Assign permissions sets to your users to grant them access to features beyond what's included in their basic user licenses."). 4. Create custom fields: To generate accounting data beyond the default fields on the Transaction Journal object, add custom fields to that object. See [Create Custom Fields](https://help.salesforce.com/s/articleview?id=platform.adding_fields.htm&type=5). 5. Configure Accounting Subledger: Map your financial data to the Accounting Subledger data model through accounting sets. Also configure page layouts and specify how Salesforce generates and splits the accounting data. If you added custom fields on the Transaction Journal object, set up accounting field mappings to copy your data to those fields. We recommend that you consult your accounting and finance teams to capture all their needs. See [Transaction Journal Records in Accounting Subledger](https://help.salesforce.com/s/articleView?id=sfdo.asl_tj_records.htm&release=264.0.0&type=5 "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.") and [Accounting Sets](https://help.salesforce.com/s/articleView?id=sfdo.asl_accounting_sets.htm&release=264.0.0&type=5 "Map your financial data to the Accounting Subledger data model using accounting sets, and configure settings for each set to generate transaction journal records."). 6. Turn on accounting data generation: Test your configuration in a sandbox first. When everything looks good, enable transaction journal creation and schedule the Accounting Subledger job. See [Accounting Subledger Jobs](https://help.salesforce.com/s/articleView?id=sfdo.asl_jobs.htm&release=264.0.0&type=5 "Accounting Subledger jobs generate transaction journal records. Configure and run these jobs manually or on a defined schedule."). 7. Consolidate data: After Salesforce generates the accounting data, bring it into your accounting system. Create a report with this data and export as CSV files, which you then import into your accounting system. You can also develop a custom integration, or use a middleware solution. Accounting Subledger doesn’t perform automatic posting because of legal implications. See [Ways to Transfer Your Accounting Data](https://help.salesforce.com/s/articleView?id=sfdo.asl_ways_transfer_data.htm&release=264.0.0&type=5 "Accounting Subledger creates accounting data that you can transfer to your accounting software with minimal effort via reports or integration."). For recommended configurations and mapping exercises, see the [Accounting Subledger Implementation Planning Guide](https://sforce.co/Accounting_Subledger_Planning_Guide) and [Accounting Set Example Configurations](https://help.salesforce.com/s/articleView?id=sfdo.asl_acct_set_example_config.htm&release=264.0.0&type=5 "Review recommended accounting set mappings for common use cases.").