Connect Workday to Salesforce

Last updated Thu May 19 2022

Streamline project management with this integration of Workday and Salesforce. Use this solution to:

  • Quickly and easily connect Salesforce to Workday
  • Automatically assign new projects in Workday with customer IDs from Salesforce
  • Share other critical data for projects between the two platforms
  • Boomi error-handling and reporting capabilities to provide assurance that projects are being created and tracked correctly

Overview:

Salesforce is a leading CRM platform for tracking opportunities, sales, and opportunities. When deals in Salesforce are close to closing, it’s convenient to queue up professional services projects in Workday, a leading human capital management platform where projects can be assigned staff members and tracked.

This solution connects these two powerful cloud platforms so help your projects get out of the gate quickly. When an opportunity reaches a 90% likelihood of closing in Salesforce, this solution creates a project in Workday, so that the services team responsible for onboarding the customer can be ready to go as soon as the deal closes.

This integration ensures that customer IDs, project IDs, and other line items are consistent across both platforms, eliminating errors and discrepancies that lead to confusion or poor customer experiences. 

This solution streamlines and automates steps in project creation and project management, helping sales, HR, and professional services teams get the most out of these two powerful platforms.

The recipe qualifies for Boomi’s Recipe Program.

Qualifying customers get access to Boomi’s Recipe Program* with the purchase of a Boomi subscription. As part of the Recipe Program you have direct access to a Boomi specialist to get you up and running with Boomi at no additional cost. Learn more

*Offer applies only to new customers and requires purchase of a qualifying Boomi subscription.

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