Salesforce Workday Partnership

Salesforce and Workday Partner to Launch AI-Powered Employee Service Agent

Salesforce (NYSE: CRM), the leading AI CRM platform, and Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and HR, today announced a strategic partnership to develop a new AI-powered employee service agent. This solution will enhance employee experiences by automating routine tasks, providing personalized support, and delivering data-driven insights across Salesforce and Workday platforms.

Thank you for reading this post, don't forget to subscribe!

A Unified Data Foundation for Enhanced Employee Services

The partnership will integrate HR and financial data from Workday with CRM data from Salesforce, creating a unified data foundation. This integration will enable the development of AI-driven use cases that increase productivity, reduce costs, and improve the employee experience. A key feature will be the seamless incorporation of Workday into Slack, allowing for enhanced automation and collaboration around HR and financial records, using AI.

The new AI employee service agent, built on Salesforce’s Agentforce Platform and Einstein AI, alongside Workday AI, will cater to various employee service needs, such as onboarding, health benefits management, and career development. This agent will utilize a company’s data to interact with employees in natural language, offering personalized support and executing tasks based on trusted business rules and permissions.

Enhancing Employee and Customer Success

“The AI opportunity lies in augmenting employees and delivering exceptional customer experiences. Our collaboration with Workday will empower businesses to create remarkable experiences using generative and autonomous AI, allowing employees to efficiently find answers, learn new skills, solve problems, and take actions.”
Marc Benioff, Chair and CEO of Salesforce

Carl Eschenbach, CEO of Workday, highlighted the integration’s benefits: “By combining our platforms, data, and AI capabilities, we empower customers to deliver unmatched AI-powered employee experiences, leading to happier customers and substantial business value.”

Key Features of the Partnership

AI Employee Service Agent: Integrating Einstein’s AI capabilities with Workday AI, this agent will deliver a seamless experience across platforms, using large language models (LLMs) to provide conversational responses and act on behalf of employees. For complex issues, it will facilitate smooth transitions to human representatives, maintaining context for efficient problem resolution.
Shared Data Foundation: Utilizing Salesforce’s Data Cloud and Workday’s data capabilities, this foundation will connect financial, HR, and CRM data without duplication or the need for custom integrations, ensuring secure and authorized data sharing.
Workday Integration in Slack: Enhancing existing integrations, Workday will offer an improved conversational interface within Slack for accessing and managing HR and financial records, facilitating easier collaboration and decision-making.

Benefits for Employees and Employers

For Employees:

Seamless Onboarding: Streamlines paperwork, resource allocation, and training, accelerating the onboarding process.
Self-Service HR: Provides quick answers to HR-related questions and supports self-service transactions, such as updating benefits.
Continuous Development: Offers personalized learning paths based on role, skills, and career goals.

For Employers:

Precision Workforce Planning: Combines Workday’s skills data with Salesforce’s demand forecasts for accurate workforce planning.
Continuous Financial Planning: Integrates employee and customer data into financial forecasting and operational analysis.
Intelligent Sales Enablement: Guides sales teams with data-driven insights and coaching recommendations.

Sal Companieh, Chief Digital and Information Officer at Cushman & Wakefield, noted the strategic advantage: “The integration of Workday and Salesforce will streamline workflows and deliver more personalized, AI-powered employee experiences, significantly enhancing our operational efficiency.”

“The shared data foundation between Workday and Salesforce will enable these partners to deliver transformative AI capabilities, enhancing employee experiences and driving business performance.”
R “Ray” Wang, CEO of Constellation Research, Inc.

About Workday

Workday is a leading enterprise platform that helps organizations manage their most important assets – their people and money. The Workday platform is built with AI at the core to help customers elevate people, supercharge work, and move their business forever forward. Workday is used by more than 10,500 organizations around the world and across industries – from medium-sized businesses to more than 60% of the Fortune 500. For more information about Workday, visit workday.com.