Skip to main content

Deliver on the Benefits of Workday Salesforce Integration

Turn key no-code Workday and Salesforce integration and intelligence to enable end-to-end process automation.

  • Eliminate vendor lockin from connectors that don't give you everything you want.
  • Create multi-step Workday and Salesforce automations to eliminate manual work and boost efficiency.
  • Automate processes such as quote to cash, opportunity registration, compensation management, resource availability, and financial closing.

Workday Salesforce Integration For The Entire Team

  • Workfront Jira integration operations use case

    Operations and Users

    This integration brings many critical capabilities for the operational team leader and end users.

    It's important to note that your users will stay working within Workday or Salesforce. 

    So what does it do:

    - Reduce cost and time to deploy with pre-built no-code configurable connectors that provide access to all standard and custom data and processes
    - Automates manual bi-directional updates and syncs between Workday and Salesforce
    - Save time by automatically triggering events in each system such as: opportunity registration, invoice creation or contract sending
    - Optimize process events like projects by cloning, copying and onboarding
    - Improve reporting and forecasting with up-to-date views of your team tasks and time entry

  • Salesforce Workday integration architect solution

    Architect

    How does this integrate into your Salesforce and Workday environments?

    First, it's essential to know that everything in Put It Forward is configuration-based, meaning it's fast to deploy, and you don't have to maintain code.

    - Centralize process setup and configuration in the Process Orchestration tool
    - Standardize process automation across multiple customer and finance teams using different Salesforce instances
    - Reduce technology change cost with managed no-code configuration integration
    - Eliminate duplication of efforts with automated bi-directional or uni-directional updates
    - Automate multi-step processes like client onboarding, closing and rollups

  • Workday Salesforce integration leadership and executive sponsor

    Business Leadership

    What you can expect from deploying customer and ERP cross-automation.

    The teams will continue to use solutions specific to their needs, whether they are customer-facing or back-office.

    Solution Results and Outcomes:

    - Increase operational capacity by getting everyone synchronized in the same process
    - Improve decision quality with centralized activity reporting - Workday or Salesforce or Put It Forward
    - Reduce license costs and save time by eliminating double system entry
    - Better project budgeting and planning
    - Gain independence from blacked-out vendor integration connectors

Take a 3-Minute Salesforce Workday Integration Demo Tour.

Key Workday Salesforce Integration Solution Features

Bi-Directional Process Flows

Create bi-directional process flows between Workday and Salesforce to ensure your processes and tasks run just how you want them to.

Reporting in Salesforce or Workday

Keep your reporting straight with cross-system metrics such as close rates, utilization, and custom KPIs.

Business Rules and Triggers

Use business rules and triggers to determine when events happen, such as only creating an order after approval.
data integration automation

Easy Data Transformations

Use expressions to transform from any source so it becomes compatible with and acceptable to the destination system.
data integration solutions

No-Code Configuration

A no-code environment that allows you to work efficiently and scale through configuration techniques.
data integration solution

Certified Connectors

Hundreds of pre-built connectors from industry leaders speed up the integration of Salesforce and Workday.
advanced data integration

Process Mining

Mine the history of your process steps to find hidden bottlenecks and unlock value by optimizing spend, execution, and partnerships.
data integration solutions

In-flight Governance

Check fields, manage exceptions, and perform error repair on the fly or answer audit calls,

Put It Forward Workday Salesforce Integration Resources

Leveraging API Integration

This how-to article goes through the steps for leveraging API integration as part of digital transformation as you consider scale.

Read Now  

Case Study

The failed and stalled project turned around with Put It Forward Integration Designer, which reduced overall costs, completed the project, and exceeded the original mandate.

Read Now  

Process Automation vs Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for Salesforce Workday integration.

Read Now  

Simplified Workday Salesforce Integration

Use a visual, drag-and-drop interface to create Workday to Salesforce integration.

  • Complete bi-directional integration that allows data flow in both directions

  • Real-time to bulk integration that meets your process flow needs

  • Improve efficiencies and minimize IT costs with 24/7 support
  • Centrally manage exceptions, notifications, and errors

  • Integrated data security and governance

Workday Salesforce Integration Designer
Salesforce and Workday Integration Frequency Real Time
Integration Frequency Selection

Choose the frequency at which the Workday and Salesforce integration runs.

  • Automated integrations can run at the frequency of your choice

  • Bi-directional integrations can run at different speeds

  • Schedule an integration to run sometime in the future or also start in the past to catch up on data after a change

Create End-to-End Process Automation Steps

Go beyond Workday Salesforce integration and take the manual steps out of processes.

  • Efficiently orchestrate multi-step automation that streamlines various operations across Workday and Salesforce processes.

  • Trigger events, notifications, and actions within Workday and Salesforce

  • Scale process automation with AI-powered decision-making with intelligence embedded directly into the step functions

Workday Salesforce Automation Process Designer

FAQ about Salesforce and Workday Integration

What is bi-directional Salesforce Workday integration?

Bi-directional Salesforce Workday Integration is the synchronization of processes across the two different datasets and systems. This allows them to act in continuity with one another while maintaining their distinct processes within their respective system.

Bi-directional Workday Salesforce integration allows you to sync tasks, events, data objects and processes between Workday and Salesforce such as HR onboarding, finance, commissions, orders and custom data or objects. This provides a great advantage in keeping your workflow running smoothly. 

Workday integation with Salesforce by Put It Forward makes it quick to adjust the fields to sync, how they map, and conditions for when to trigger the synchronization process.

How to integrate Salesforce with Workday?

Salesforce Workday integration allows you to do a data load, synchronize across systems, export, add data quality checks or govern your data. There are three easy steps to start with it:

1. Point the pre-built connectors from Put it Forward or use your own connector to automatically integrate the source and destination.

2. Click on the data services or add any business rules or transformations to the integration.

3. Get the data flowing between the source and destination by selecting the integration interval and activating it.

How are custom objects and data integrated?

Custom objects and data elements are supported via the Put It Forward Integration Designer.  As long as the data is exposed via the API it can be integrated through Put It Forward. This includes events, triggers, data elements, and custom business logic as well.

Why Use Salesforce Workday Integration?

Here are common scenarios you would need Workday Salesforce Integration for:

  1. Bi-directional HR-specific process flows such as onboarding, commissions, and PTO tracking.
  2. Get activity and performance roll-up reporting.
  3. Automate key processes such as the opportunity to cash workflow.
  4. Workflow and process improvement to eliminate manual or duplicate functions in each system.
  5. Integrated reporting and centralized analytics in each system and track time, costs, and revenue associated with sales opportunities.
  6. Reduce the cost of integration and effort to implement a custom integration solution without having to write code.
  7. Reduce maintenance costs with connectors that are up-to-date and self-documented process flows.
What is business rule integration for Salesforce Workday Processes?

This integration provides business rule-based sync of data. Business rules are guidelines or restrictions about business behavior. For example, Salesforce Workday integration empowers users to decide which events will trigger which actions and which data should be flowing between these two systems. This solution allows you to use business logic without developer assistance and without a need for an additional tool.

What is the integration frequency?

Workday Salesforce integration frequency is a feature that enables users to decide how often data updates. Users can invoke data sync in real-time, just in time event triggers, or in batch cycles.

What is the business value of the Salesforce Workday connector?

Salesforce Workday integration helps you reduce duplication of license costs in each system, save time on manual data updating, increases data quality and reduces the time and expense burden of specialized IT resources.

Where can I find more info on Salesforce integration?

If you're looking for more information on Salesforce integration you can refer to the partner page here.