Salesforce and Workday Partnership | A New Joint AI Venture

Salesforce and Workday Partnership | A New Joint AI Venture

Salesforce and Workday, two of the most popular cloud platforms in business, have announced a strategic partnership that will include an AI-powered assistant, a common data foundation that combines Workday’s HR and financial data with Salesforce’s CRM data, and a native Workday integration with Slack, which Salesforce acquired in 2021. 

Salesforce’s new Agentforce Platform, and Einstein AI, and Workday’s platform and AI will allow enterprises to create and manage agents for a wide range of employee service use cases. This AI Agent will collaborate with and elevate humans to drive employee and customer success throughout the businesses. 

The new AI employee service agents use a common, trusted database to connect with employees in natural language and with human-like comprehensive data powered by a company’s Salesforce CRM data as well as Workday financial and HR data. 

What is Workday?

Workday is a cloud-based software platform that streamlines HR and financial management for organizations. Its Human Capital Management (HCM) system automates everything from hiring to payroll, benefits, performance evaluation, and employee development. 

The Financial Management component manages financial transactions, invoices, and expenses, as well as providing planning and budgeting insights. Workday also provides planning capabilities, detailed analytics, and seamless connectivity with other systems. Its easy-to-use interface and mobile access increase flexibility and productivity for HR and finance workers.

It is also utilized by numerous significant corporations, including Salesforce. If you’ve applied for any positions at a large organization, you’ve most likely done it through Workday. 

Salesforce and Workday Partnership

What this Collaboration Brings?

This new strategic alliance will bring together the two most frequently used cloud platforms in business to transform work and develop new employee experiences based on generative AI. The cooperation will deliver:

AI Employee Service Agent Powered by Einstein 1. Platform and Workday AI:

Salesforce and Workday will integrate Einstein’s agent platform with Workday AI, combining the capabilities of two generative AI systems into a single, seamless employee experience that is accessible across Salesforce and Workday. The AI employee service assistant communicates in natural language using LLMs and a robust shared data basis to provide meaningful, conversational solutions to employee inquiries.

Shared Data Foundation Built on Salesforce Data Cloud and Workday:

Salesforce and Workday will have a common data foundation that connects Workday financial and HR data to Salesforce CRM data. To make this happen, Workday will use the Salesforce Zero Copy Partner Network.

Customers will be able to view and act on financial, HR, and CRM data across the Salesforce and Workday platforms without having to duplicate data or create custom interfaces, all while guaranteeing secure data sharing so that users only see allowed information.

Seamless Integration Between Workday and Slack:

Workday will improve its existing integration with Slack by delivering an upgraded conversational interface that allows users to access and collaborate on Workday financial and HR records such as tasks, pay, job requisitions, personnel details, and general ledgers directly in Slack.E

Benefits Employee Get?

Employees may obtain quick support from their AI employee care agent via natural language interactions, whether they are using Salesforce, Slack, or Workday. This Salesforce and Workday partnership will deliver contextual support by understanding queries, obtaining relevant knowledge and insights from unified Workday-Salesforce data sources, and automating cross-platform resolution.

Self-Service HR: Answering queries about paid time off, benefits, and policies, as well as facilitating self-service transactions like healthcare plan updates.

Seamless Onboarding: Coordinating paperwork, allocating resources, training, and accelerating the ramp-up of new hires. 

Continuous Development: Curating individualized learning paths based on an employee’s role, abilities, and career interests as monitored in Workday.

The AI opportunity for every company lies in augmenting their employees and providing incredible customer experiences, stated Marc Benioff, Salesforce’s Chairman and CEO. That’s why we’re so pleased about our new Agentforce platform, which allows humans and AI to collaborate to promote customer success, as well as our new relationship with Workday to co-create an employee support agent.

Together, we’ll help organizations create exceptional experiences powered by generative and autonomous AI, so every employee can obtain answers, learn new skills, solve problems, and take quick and efficient actions.

Conclusion

This is the end of this article, we hope you’ll get the complete information about this new Salesforce update Salesforce and Workday partnership to help organizations manage their people and money. For more Salesforce updates follow us at CloudMetic for more interesting articles.

Note: sales@cloudmetic.com. We are a top-rated Salesforce certified consultant and Salesforce service provider with a 5-star rating on Appexchange

Follow Us

Subscribe To Our Newsletter
cloudmetic-contactus
Your Expectation + Our Execution = Exceptional Results Delivered.

Contact With Salesforce Experts