Salesforce + Workato

Enterprise-grade automations for Salesforce with Workato

We design and run Workato recipes that keep Salesforce in sync with ERP, data platforms, ITSM, HR, and productivity suites. Secure governance, observability, and best practices baked in.

Core CRM

Leads, opportunities, accounts

Operations

Orders, assets, service, CPQ

Finance & ERP

SAP, D365, NetSuite, Oracle

Data & AI

Snowflake, Fabric, Azure, LLMs

What we deliver

iPaaS strategy & guardrails

Integration architecture, recipe patterns, secrets management, observability, and access controls.

Recipe design & build

Net-new integrations, legacy migrations, event-driven and batch patterns, error handling, and retries.

Salesforce accelerators

Lead/account sync, opportunity to order, CPQ to billing, asset/contract updates, and case flows.

Data & analytics

Pipelines to Snowflake/Fabric, CDC, data quality checks, and lineage for reporting.

Automation & AI

Approvals, ticket routing, enrichment, and LLM-powered steps with policy controls.

Run & support

Monitoring, on-call, change management, and periodic recipe optimizations.

Common integrations

Connect Salesforce to your stack

Pre-built patterns plus custom recipes that respect security, data residency, and SLAs.

ERP & Finance

SAP, D365, NetSuite, Oracle for orders, invoices, revenue, inventory.

Data & Analytics

Snowflake, Fabric, Power BI, and lakehouses for near real-time insights.

IT & Operations

ServiceNow, Jira, Zendesk for tickets, assets, and incident-to-case flows.

Productivity

M365, Teams, SharePoint, Slack for approvals and collaboration workflows.

Delivery approach

01 • Blueprint

Integration architecture, standards, audit logging, and recipe guardrails defined upfront.

02 • Build & Test

Recipes built with reusable components, staged testing, and observable error handling.

03 • Run

24/7 monitoring options, SLAs, and continuous optimization for throughput and cost.

Ready to connect Salesforce with Workato?

Start with a blueprint review or a rapid integration sprint.