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Administrator Guide
Last Updated: 2023-06-23
Concept: Opportunities

Concept: Opportunities

Workday works with Salesforce.com to provide revenue and cost management capabilities during the opportunity stage of the revenue cycle. Our Opportunity functionality completes the Lead-to-Cash process using the Financial Management Connector for Salesforce integration. It enables you to track and analyze cost to close for an opportunity by tagging it with sales expenses and purchases. It eases customer billing automation by triggering invoices from won opportunities. Opportunity sends useful customer information, such as balance and payment details, to Salesforce.com for use by sales representatives.

Opportunity Reports

These reports can help you track opportunities and cost to close in Workday:
  • Opportunities
  • Find Opportunities
  • Opportunities and Employee Expenses
  • Opportunity Statuses
  • Invoices for Salesforce Opportunities