Workday Financial Management Connector for Salesforce

Workday Financial Management Connector for Salesforce is a prepackaged Key Benefits connector that provides visibility and accuracy across the opportunity-to-cash For Sales and Finance process without the administrative burden of developing and maintaining • Streamline and automate the opportunity-to-cash process. a costly custom integration. Easily integrate opportunity and customer • Eliminate manual or duplicate data from Salesforce.com with Workday and update customer activity in processes, reduce errors, and increase Salesforce to keep your back office aligned with your sales organization. This visibility across the opportunity- eliminates siloed information from CRM, finance, and HR systems as well. to-cash process. • Improve customer satisfaction with With Workday Financial Management Connector, administrators can map deeper alignment among sales, objects in Salesforce.com to objects in Workday with total control over the finance, and operations on key business initiatives. conditions and timing of data synchronization. Easy scenario mapping and • Track time, costs, and revenue user-friendly dashboards provide a seamless experience and continuous associated with sales opportunities sync monitoring within the familiar Salesforce.com user experience. for insight into opportunity costs and profitability. Workday Financial Management Connector For IT for Salesforce Capabilities • Decrease time, costs, and effort • Integrate Salesforce CRM and Sales Cloud with Workday Financial required to implement a custom Management using a prepackaged connector. integration by 30 to 50 percent. • Reduce administrative burden by • Determine integration scenarios through detailed field and value allowing Salesforce administrators mapping, specifying your desired frequency for data synchronization. to easily and quickly configure the integration without costly developers. • Configure the mapping of all sales and custom objects in Salesforce • Reduce post-deployment maintenance to objects in Workday. by insulating administrators from back-end API changes. • Update customers in Workday when accounts are updated in Salesforce. • Easily view and maintain scenario • Update customer activity in Salesforce when invoices, payments, mapping for a seamless experience within the Salesforce.com user interface. or adjustments are made in Workday. For Project and Resource Management • Easily and accurately create opportunities, contracts, projects, • Support resource management early in invoices, and resource plans in Workday from Salesforce events. the project lifecycle with visibility into preclosed or preapproved projects. • Keep tabs on integrations and trigger timing with the sync log activity dashboard.

• Lightning-mode capable.

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