Accounting Subledger Setup

Before configuring and running Accounting Subledger, complete the required setup tasks.

Note Starting in March 2023, Salesforce offers Accounting Subledger built on the core Salesforce platform. This article provides information about that product. For information about the managed packaged version of Accounting Subledger, see Accounting Subledger Legacy Documentation. If you're not sure which version your institution uses, check with your Salesforce administrator.

• Add Accounting Subledger Users
  Set up profiles and users to represent your users.
• Set Up Data Pipelines for Accounting Subledger
  Complete the requirements to enable Data Pipelines for Accounting Subledger.
• Assign Accounting Subledger Permission Sets
  Assign permissions sets to your users to grant them access to features beyond what's included in their basic user licenses.
• Keep Up with Accounting Subledger and Salesforce Releases
  Stay informed about product updates and release schedule.
• Skip Reversal Logic to Reduce Processing Time
  Reduce Accounting Subledger's processing time by bypassing reversal logic and current value field mapping.
• 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.