Workday Salesforce integration enhances operational efficiency and streamlines processes.
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.
Trusted by:
Workday Salesforce Integration For The Entire Team
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
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
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
Who's This Video For?
- Anyone who wants to see how the Salesforce Workday integration is set up
- Teams and users who want to take control
- The architect who needs to see how the connection is created and maintained
- Leadership who needs to understand the level of effort
Leading Analysts IDC on Put It Forward
Next-generation intelligent automation platform.
How process, integration, and insight work seamlessly to unlock enterprise scale.
Salesforce Workday Integration Options
Capability | Put It Forward | Code Tools | RPA | Vendor Connector | Bulk File Transfer |
---|---|---|---|---|---|
Bi-Directional Integration Connector |
Yes |
No |
No |
No |
No |
No Code Solution |
Yes |
No |
Maybe |
Limited |
No |
Implementation support |
Yes |
Self funded |
Self funded |
Self funded |
Self funded |
Cross System Process Automation and Orchestration |
Yes |
Limited |
Limited |
No |
No |
AI Agents |
Yes |
No |
No |
No |
No |
Process Mining |
Yes |
No |
No |
No |
No |
Custom Business Rules |
Yes |
Limited |
Limited |
No |
No |
Data Transformations |
Yes |
Build |
No |
No |
Limited |
Full API Access and Support |
Yes |
Yes |
No |
No |
N/A |
Error Capture and Correction |
Yes |
No |
No |
No |
No |
Integration Reporting, Analytics and Alerts |
Yes |
Limited |
N/A |
Limited |
No |
Consolidated Reporting and Analytics |
Yes |
No |
No |
No |
No |
Vendor Roadmap Alignment |
Yes |
No |
No |
No |
No |
What Others Say About Put It Forward
Director of Program Management
“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”
Director of Operations and Technology
“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”
CTO
“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”
Marketing Platform Technologist
“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”
Use What You Need - Let's Take a Look at the Solution Modules
The Put It Forward Intelligent Automation Platform is componentized so you only need to use what you need.
Many people struggle with Salesforce integration because of its robust API. Use the Integration Designer visual, drag-and-drop interface to quickly create a practical Salesforce integration with Workday.
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Complete bi-directional integration that allows data flow in both directions
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Real-time to bulk integration that meets your process flow needs
- Improve efficiencies and minimize IT costs with 24/7 support
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Centrally manage exceptions, notifications, and errors
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Integrated data security and governance
Integration Frequency Selection
Choose the frequency you want the Salesforce integration to run with Workday.
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Automated integrations can run at the frequency of your choice and in parallel to each other
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Bi-directional integrations can run at different speeds
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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 Salesforce Workday integration with the Process Designer to create automation processes and workflows that work how you want them to.
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Efficiently orchestrate multi-step automation that streamlines various operations across Workday and Salesforce processes
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Trigger events, notifications, and actions within Workday and Salesforce
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Scale process automation with AI-powered decision-making with intelligence embedded directly into the step functions
- Connect multiple Salesforce environments together with Workday
Process Mining: Streamlining Workday and Salesforce for Enhanced Productivity
Process mining helps connect Salesforce and Workday better. It shows how work moves between them and finds ways to make things faster. Managers can see what's happening in both systems at once, making it easier to fix problems and improve work.
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Sees problems across different parts of the business
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Connects easily with existing data through the connectors and process orchestration layer
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Helps identify issues to quickly fix and improve
- Continuously improves how work is done over time
AI Enhances Salesforce and Workday Integration
Predictive analytics forecasts trends using past data, enabling smarter business decisions. Put It Forward's Delphi component helps companies find customers, improve retention, and spot trends without technical expertise.
Here's how AI and Agentic AI help with Salesforce and Workday integration:
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AI connects data from both systems, giving a clear overview of company operations
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Agentic AI suggests actions based on data patterns, helping managers make quicker decisions
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These tools predict potential issues like employee turnover or customer needs
- AI automates routine tasks, allowing employees to focus on more important work
What A Successful Project Looks Like - Let's Be Pragmatic!
We all do projects; a Workday and Salesforce integration or automation can be simple, easy, or deep.
How can we de-risk the project and how long is it going to take?
How long depends on the level of complexity. With all factors considered, you can expect an implementation to take between 3-5 days of effort over 14-60 days.
Workday Salesforce Integration Implementation Options
Project implementation will come down to the chosen solution path.
What Needs to Done | Put It Forward | In House Dev Team (Build) | 3rd Party System Integrator (Build) | System vendor team (Connector) |
---|---|---|---|---|
All in one package of supported tools |
Yes |
No |
No |
No |
Best Practices Methodology |
Yes |
Internal method |
TBD |
Limited |
Fixed Price |
Yes |
No |
No |
N/A |
Complete Delivery Team |
Yes |
Likely |
Augmentation |
N/A |
Make Changes to the Platform? |
Yes |
Limited |
Limited |
No |
Team Up With In House Resources |
Yes |
Yes |
Limited |
Limited |
Post Go Live Support |
Yes |
Limited |
SoW Driven |
No |
ROI Matters On Every Project
We help you define baseline metrics at the start of every project. Following are some that others have achieved.
We help you define baseline metrics at the start of every project. Following are some that others have achieved.
70% Cost Savings
On the time for integration development using the PIF solution over building with developer tools to connect, orchestrate, and monitor a multi-system modernization project.
3 Month ROI
For an insight-driven abandoned shopping cart scenario that uses best-of-breed solutions to drive a superior customer experience across the end-to-end system landscape.
150 Hours/Month
Savings on a single automated FP&A analytics process within a fast-paced distributed organization using best-of-breed solutions, all with no code and zero IT overhead.
The ROI calculators below are a fun and easy way to start getting a sense of the ROI that you'll achieve with Put It Forward. This gets tightened up during initial analysis so you can establish ongoing KPI's and OKR's.
Put It Forward Workday Salesforce Integration Resources
Guide to Workday Integration
This Workday integration guide steps through multiple project approaches. It contains more real world examples, ROI stats and how others have approached this integration scenario.
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.
Revenue Operations IT Playbook
This playbook gives you the blueprints of how others have succeeded with Put It Forward.
FAQ about Salesforce and 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.
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.
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.
Here are common scenarios you would need Workday Salesforce Integration for:
- Bi-directional HR-specific process flows such as onboarding, commissions, and PTO tracking.
- Get activity and performance roll-up reporting.
- Automate key processes such as the opportunity to cash workflow.
- Workflow and process improvement to eliminate manual or duplicate functions in each system.
- Integrated reporting and centralized analytics in each system and track time, costs, and revenue associated with sales opportunities.
- Reduce the cost of integration and effort to implement a custom integration solution without having to write code.
- Reduce maintenance costs with connectors that are up-to-date and self-documented process flows.
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.
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.
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.
If you're looking for more information on Salesforce integration you can refer to the partner page here.