Salesforce and Workday Collaboration: Launching a Joint AI Initiative

Salesforce and Workday partnership, two leading cloud-based platforms, have announced a strategic partnership that brings together their strengths in AI and data management. This alliance introduces an AI-powered assistant, a unified data foundation merging Workday’s HR and financial data with Salesforce’s CRM data, and a native Workday integration with Slack, which Salesforce acquired in 2021.

The collaboration will leverage Salesforce's Agentforce Platform, Einstein AI, and Workday's platform and AI to empower businesses with AI-driven employee service agents. These agents are designed to work alongside human employees, enhancing productivity and success across the organization.

These AI employee service agents utilize a reliable, shared database, enabling natural language interactions and comprehensive data access, powered by both Salesforce CRM and Workday’s financial and HR data.

Understanding Workday

Workday is a cloud-based software platform focused on streamlining HR and financial management for businesses. Its Human Capital Management (HCM) system automates various HR processes, from recruitment to payroll, benefits, performance evaluation, and employee development. 

The Financial Management component handles financial transactions, invoicing, and expense management while offering planning and budgeting insights. Workday also provides advanced analytics and seamless integration with other systems, making it a go-to solution for numerous large enterprises, including Salesforce.

The Salesforce and Workday Partnership: What's in Store?

This strategic partnership unites two of the most widely used business cloud platforms to revolutionize workplace experiences with generative AI. Key aspects of this collaboration include:

• AI Employee Service Agents Powered by Einstein 1 Platform and Workday AI: By integrating Einstein’s agent platform with Workday AI, Salesforce, and Workday will create a unified AI-driven employee experience across both platforms. This service assistant will engage in natural language conversations using Large Language Models (LLMs) and a shared data foundation to provide insightful, conversational responses to employee inquiries.
• Shared Data Foundation: Salesforce and Workday will develop a common data foundation that connects Workday’s financial and HR data with Salesforce CRM data. Workday will leverage Salesforce’s Zero Copy Partner Network to enable this seamless integration, allowing customers to access and act on data across both platforms without duplicating information or developing custom interfaces. This integration ensures secure data sharing, with users only able to access authorized information. 
• Enhanced Workday and Slack Integration: Workday will enhance its integration with Slack, introducing a more advanced conversational interface. This upgrade will allow users to access and collaborate on Workday financial and HR records such as tasks, pay, job requisitions, personnel details, and general ledgers directly within Slack.

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Employee Benefits

Employees will benefit from instant support through AI-driven employee care agents that interact naturally, whether they’re using Salesforce, Slack, or Workday. This partnership will deliver contextual assistance by understanding queries, accessing relevant knowledge, and automating cross-platform resolutions.

• Self-Service HR: Employees can easily get answers to questions about paid time off, benefits, and policies, or make self-service transactions like updating healthcare plans.
• Seamless Onboarding: The integration streamlines onboarding by managing paperwork, allocating resources, providing training, and helping new hires get up to speed faster.
• Continuous Development: Workday will curate personalized learning paths for employees based on their roles, skills, and career aspirations.

Marc Benioff, Salesforce’s Chairman and CEO, highlighted the transformative potential of AI in augmenting employee capabilities and enhancing customer experiences. He emphasized the significance of the Agentforce platform and the partnership with Workday in co-developing an AI-powered employee support agent.

Together, Salesforce and Workday are poised to help businesses create outstanding experiences powered by generating and autonomous AI, ensuring every employee has the tools to get answers, learn new skills, solve problems, and take swift, effective action. 

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Conclusion

This partnership between Salesforce and Workday marks a significant step forward in helping organizations manage their people and financial resources more effectively. For more updates on Salesforce and this collaboration, follow CloudMetic, your trusted Salesforce-certified consultant and service provider with a 5-star rating on Appexchange.
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