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Workday Financial Management Connector

Simplify your quote-to-cash process.

Overview

  • Quickly integrate Workday Financial Management with Salesforce CRM for simple, streamlined sales process automation.

  • Increase the accuracy of customer invoices, reduce days sales outstanding, and accelerate cash flow.

  • Improve customer satisfaction with deeper alignment between sales, finance and operations on key business initiatives.

In today’s fast paced business environment it is crucial that your sales team stays in lockstep with the back office. Too often Customer Relationship Management (CRM) systems and Enterprise Resource Planning (ERP) systems are out of sync, leading to suboptimal decisionmaking and missed business opportunities. The Financial Management Connector brings the front office closer to the back office so you can focus on the top line. With Workday Financial Management Connector, administrators can map any object in Salesforce.com to objects in Workday, with complete control over conditions and timing of the data synchronization. Benefits for Sales & Finance • Eliminate manual processes, reduce errors and increase visibility. • Improve customer satisfaction with deeper alignment between sales, finance and operations on key business initiatives. Benefits for IT • Easily and quickly configure the integration without costly integration developers, reducing administrative burden and maintenance after deployment. • Simple scenario mapping and user-friendly dashboards are provided for a seamless experience within the Salesforce.com user interface.

Categories

Business Needs
Enterprise Resource Planning
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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