Salesforce Workday Integration That Aligns Revenue, Payroll, and Headcount

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:

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.

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.

You can schedule integrations to run in real time, on a set interval (hourly, daily, weekly), or trigger them based on specific events, giving you full control over data freshness and process timing.

Yes, Put It Forward supports integration of all standard and custom objects, fields, and business logic, allowing you to map, transform, and automate any process or data element exposed via API without writing code.

Typical use cases include bi-directional HR process flows (onboarding, commissions, PTO), automating quote-to-cash, syncing opportunity data, and centralizing analytics for reporting and forecasting.