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Workday Financial Management Connector

By Workday, Inc.

Simplify your quote-to-cash process.

Starting at $10,000   USD/company/year
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Business Need
Enterprise Resource Planning
Requires
Sales Cloud

Workday Financial Management Connector provides complete visibility and accuracy across the quote-to-cash process. Easily integrate opportunity management data from Salesforce.com to Workday for streamlined, configurable quote-to-cash process automation.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
WD Fin Mgmt Connector/1.16 1.16.0
Listed On
07/28/2016
Latest Release
07/07/2025
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 18
Custom Tabs: 3
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.16.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/11/2025

Additional Details

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.

Need help?

Workday, Inc.

Pleasanton, CA, USA

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