This recipe creates or updates a customer in Workday whenever an account is created or updated in Salesforce. In addition, it creates a Workday invoice for the closed Salesforce opportunity and posts a Slack notification if the invoice is in unpaid status.

To use the recipe, you must install the recipe project and configure the connections and other resources within it. When an account is created or updated in Salesforce, the application-driven integration flow Oracle Salesforce Workday AccountToCustomer Sync is triggered and it creates or updates a corresponding customer in Workday. Subsequently, whenever a Salesforce opportunity is closed, the application-driven integration flow Oracle Salesforce Workday OpportunityToInvoice Syn is triggered and it creates an invoice for the corresponding account in Workday. Further, you can run the scheduled integration flow Oracle Workday Slack SendMessage of the recipe manually or specify an execution schedule for it. When triggered, the Oracle Workday Slack SendMessage integration flow posts a message in Slack if the status of the invoice is unpaid.

In the Oracle Salesforce Workday AccountToCustomer Sync integration flow, basic data such as account name, account Id, account type, billing address, billing city, billing state/province, billing zip/postal code, and billing country are synchronized between the Salesforce and Workday platforms. Similarly, in the Oracle Salesforce Workday OpportunityToInvoice Syn integration flow, basic data such as customer reference, opportunity Id (customer PO number in Workday), company reference, sales item reference and so on are mapped between the Salesforce and Workday platforms.