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CRM ⇄ Accounting and finance

Salesforce to Workday integration — real-time, two-way sync

Keep Salesforce and Workday in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Salesforce and Workday

Sync customers, invoices, and payment status between Workday and Salesforce in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Salesforce knows the relationship: who the contacts are and what is in motion with the account. Workday knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Positions, Compensation, Time Off and Absence, Payroll Results in Workday to Cases, Campaigns, Tasks and Events, Products and Price Books in Salesforce with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Replicate worker, organization, and compensation data into a secured database for people analytics without giving analysts tenant access.
  • Push completed payroll results into a finance system or data warehouse each pay cycle.
  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

Payment status on the account

Invoice and payment status from Workday appears on the account in Salesforce, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Salesforce, Workday gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Salesforce when chasing a balance, and sales sees that the chase is happening.

What you can sync between Salesforce and Workday

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Salesforce objects Workday objects
Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. Time Off and Absence Balances and requests synced with scheduling and workforce tools.
Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. Payroll Results Completed pay data exported to finance and benefits systems.
Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Suppliers Workday Financials vendor records aligned with procurement tools.
Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used.
Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Journal Entries Accounting entries imported from external subledgers into Workday Financials.
Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs.
What ships with Salesforce ⇄ Workday

Connect Salesforce and Workday for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Salesforce–Workday connection.

Real-time

Two-way sync

Changes in Salesforce or Workday instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Salesforce or Workday data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Salesforce or Workday record.

Observability

Monitoring

Track your Salesforce ⇄ Workday sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Salesforce and Workday.

How the Salesforce and Workday connectors work

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide

Workday

Integration surface
SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
Authentication
OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
Change detection
Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
Capabilities
read · write
How it works

How to connect Salesforce to Workday — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Salesforce and Workday with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Salesforce connected
    Workday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Salesforce and Workday objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Salesforce ⇄ Workday
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Salesforce Workday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Salesforce and Workday integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Salesforce and Workday.

Popular · 8 of 386
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