This session introduces key accounting concepts that business analysts need in order to better interpret financial data and support decision-making — with a specific focus on how these concepts show up in Salesforce.

We will walk through how financial statements connect to daily business operations and how those operational activities are captured in Salesforce — from opportunity management and quoting to invoicing, revenue recognition, and reporting. Participants will see how revenue and expenses are recorded, how data flows from CRM to finance systems, and how common metrics such as margin, profitability, bookings, and cash flow influence strategy and executive reporting.

The goal is not to turn you into an accountant, but to help you “read the story” behind the numbers — and understand how Salesforce configuration, data structure, and automation directly impact financial visibility and accuracy.
When you understand the accounting implications behind fields, objects, and processes, you can design better solutions and avoid downstream reporting issues.
Attendees will leave with a practical understanding of how accounting concepts influence Salesforce requirements gathering, process analysis, reporting design, integrations with ERP systems, and stakeholder conversations across Sales, Finance, and Operations.