Keep in mind that the information there is about the integrated platform version of Accounting Subledger, not the managed package version. What’s a subledger? It’s a detailed list of transactions that rolls up into your accounting system’s general ledger, or main accounting record.įor example, a fundraiser records incoming revenue into Salesforce and Nonprofit Success Pack (NPSP), that revenue is recorded to a subledger, then it can be exported to the Finance team’s accounting system.ĭo you work in education? Be sure to check out Accounting Subledger for Education Cloud: Quick Look on Trailhead for more details specific to organizations like yours. It does this by recording data to a subledger as you work in your Salesforce org. Accounting Subledger allows your Accounting team and your Fundraising, Advancement, Program, Admissions, and other teams to work the way they prefer while translating revenue and expense data into permanent, transparent records that are transferable to accounting systems. Your Accounting team may not spend much, if any, time in Salesforce if they have their own system.

This module explores a solution to do just that: Accounting Subledger.Īccounting Subledger is a finance product inside of Salesforce that connects to your organization’s finance products outside of Salesforce. If you work at a nonprofit or an educational institution, you need a way to connect your fundraising and other revenue data in Salesforce to your accounting systems. A Translator between Fundraising and Finance For information about the integrated platform solution, see Accounting Subledger in Salesforce Help. As of March 2023, new or migrated Accounting Subledger customers use integrated platform solutions instead of managed packages. This module provides information about the managed package version of Accounting Subledger.

Ledger entry