Salesforce and Workday, Inc. announced plans for a new AI employee service agent that will automate time-consuming tasks, provide personalized support, and surface data-driven insights that help employees work smarter and faster. The combination of Salesforce?s new Agentforce Platform and Einstein AI with the Workday platform and Workday AI will enable organizations to create and manage agents for a variety of employee service use cases. This AI agent will work with and elevate humans to drive employee and customer success across the business.

Powered by a company?s Salesforce CRM data and Workday financial and HR data, the new AI employee service agents have a shared, trusted data foundation to communicate with employees in natural language, with human-like comprehension. As a result, taking action as part of onboarding, health benefit changes, career development, and other tasks will be easier than ever. When complex cases arise, the AI employee service agent will seamlessly transfer to the right individual for remediation, maintaining all the previous history and context for a smooth hand-off.

This unique approach of humans and AI seamlessly working together will result in greater productivity, efficiency, and better experiences for employees. This is only possible by having the data, AI models, and apps deeply integrated. This new strategic partnership will bring together the two most widely used cloud platforms in business to transform work and create new employee experiences powered by generative AI.

The partnership 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, bringing the power of two generative AI solutions into one seamless employee experience accessible across Salesforce and Workday. The AI employee service agent uses LLMs to communicate in natural language, and leverages a powerful shared data foundation to deliver relevant, conversational responses to employee queries. Keeping the employee at the center, the agent will recommend and act across platforms on behalf of the employee ?

helping them be more productive and efficient. For complicated high-touch issues, requiring escalation to a human, the agent will seamlessly and quickly perform the escalation and hand-offs. Shared data foundation built on Salesforce Data Cloud and Workday: Salesforce and Workday will have one shared data foundation connecting Workday financial and HR data with Salesforce CRM data.

To make that possible, Workday will leverage the Salesforce Zero Copy Partner Network. This will allow customers to access and action financial, HR, and CRM data across Salesforce and Workday platforms without having to duplicate data or build custom integrations, all while ensuring secure data sharing so users only see authorized information. Seamless integration between Workday and Slack: Workday will enhance its existing integration with Slack, providing an elevated conversational interface for users to access and collaborate around Workday financial and HR records, such as tasks, pay, job requisitions, employee details, and general ledgers, directly in Slack.

Slack preserves the conversations about these records, which will allow information to be easily found, summarized, and acted upon in Workday at any time. Benefits to Employees: Through natural language conversations, employees can get instant support from their AI employee service agent ? whether working in Salesforce, Slack, or Workday.

It will provide contextual assistance by understanding requests, retrieving relevant knowledge and insights from unified Workday-Salesforce data sources, then automating resolution across platforms. Seamless Onboarding: Coordinating paperwork, resource provisioning, training, and getting new hires ramped up faster. Self-Service HR: Answering questions related to PTO, benefits, policies, and enabling self-service transactions like updating healthcare plans. Continuous Development: Curating personalized learning paths based on an employee?s role, skills, and career interests tracked in Workday.

Benefits to Employers: By fusing HR, financial, and operational data into advanced AI models, Salesforce and Workday are extending workforce capability beyond individual employee productivity and elevating overall workforce intelligence, optimization, and resilience: Precision Workforce Planning: Harmonize skills supply forecasts from Workday with demand signals from Salesforce for accurate capacity planning. Continuous Financial Planning: Feed unified employee and customer data into rolling forecasts, scenario modeling, and operational analyses. Intelligent Sales Enablement: Guide sellers through complex deals by analyzing historical activity and recommending targeted coaching.