Set Up Data 360 to Run Accounting Subledger Jobs

Switch between Data 360 and CRM Analytics as the runtime for Accounting Subledger Data Processing Engine jobs. Set the org-wide runtime without reconfiguring entire job definitions. Turn Data 360 on and off to align accounting operations with your data strategy.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Data 360 and the Accounting Subledger Growth add-on

User Permissions Needed
To access and manage Accounting Subledger features:	Manage Accounting Subledger
To set up Data 360:	Data Cloud Architect Full Access

From Setup, find and select Accounting Settings.
Click Set Up Data Cloud for Accounting Subledger.
If you haven’t configured Data 360 for your org, set up Data 360.
1. In the Turn On and Configure Data Cloud section, click Set Up Data Cloud.
2. Follow the guided setup to complete the setup.
Update object and field permissions for Transaction Journal in the Data Cloud Salesforce Connector permission set.
1. From Setup, find and select Permission Sets.
2. Select the Data Cloud Salesforce Connector permission set.
3. Click Object Settings and select Transaction Journal.
4. In Object Permissions, select Create and Edit.
5. In Field Permissions, select Create and Edit for all fields.
6. Save your changes.
Similarly, update the object and field permissions of other objects that your Accounting Subledger jobs access.
1. Assign at least Read access for object permissions.
2. Assign at least Read access to all fields.
3. Save your changes.
From Setup, find and select Accounting Settings, and then turn on Turn On Data Cloud Runtime for Accounting Subledger.
Set up Data 360 as the runtime for existing Accounting Subledger jobs.
1. From Setup, find and select Accounting Sets.
2. Next to each active accounting set, from the Action dropdown, select Deactivate.
3. From the Action dropdown, select Activate.
  
  Note After you activate your accounting sets, wait for Data 360 to complete data streams sync, and complete the run of existing Accounting Subledger jobs. If you run a job before the sync completes, the creation of transaction journals could fail for recently created records, or create unexpected transaction journals.

Now, Data 360 is the system-wide processing engine for your Accounting Subledger jobs. Create and activate accounting sets and run jobs manually or on a schedule.

To switch to Customer Relationship Management Analytics as the processing engine for your Accounting Subledger jobs, from Setup, find and select Accounting Settings, and then turn off Turn On Data Cloud Runtime for Accounting Subledger. Then, deactivate existing accounting sets and activate them again.