Salesforce is a very powerful CRM that can help companies increase sales leads and productivity. Paylocity, on the other hand, is a cloud-based payroll and human capital management software that helps to manage employee payroll and capture their data. These two platforms are extremely helpful when they work together. However, integrating both platforms can be tricky sometimes. Here are the steps you need to follow if you want to integrate your Salesforce platform with Paylocity.
Also Read: Improve Business Decisions with Salesforce NAV Integration
Why Integrate Salesforce With Paylocity?
The Salesforce-Paylocity integration automates the process of updating payroll information in Salesforce, so you never have to worry about inconsistent or missing data again. Here are a few reasons why you might want to connect Paylocity and Salesforce:
- You want to ensure employee information is always up-to-date in Salesforce.
- You want to easily search for employee records in Salesforce.
- You want to use the same employee information for reporting purposes on both platforms.
Salesforce Paylocity Integration Benefits
By integrating Salesforce with Paylocity, organizations can efficiently manage their human resources operations in one place, without losing any of the individual features or functionalities of their HR tools. A business could use Salesforce for its CRM needs and Paylocity for its HR needs, but then employees would have to log into each system separately to access the information they need. Many companies would like to avoid this inconvenience as much as possible while still being able to reap the benefits of both systems.
Benefits of the Paylocity-Salesforce integration for business include:
- Reduced errors from manual payroll data entry.
- Ability to process payroll directly from Salesforce.
- Access to unified employee data across applications.
With the Salesforce Paylocity integration, your employees will have access to the following features:
- Personalized login and mobile experience in the app
- Ability to see pay period, time off balances, and pay stubs from anywhere
- Viewing and submitting time-off requests from anywhere
- Self-service for updating personal information
How Does Salesforce Paylocity Integration Work?
The Paylocity integration allows you to have a two-way sync of employee data between the two systems.
You can choose one or both of the following options:
1. User Sync – sync user records between Salesforce and Paylocity. This will enable you to search for and access your employees’ information in Salesforce.
2. Payroll Sync – sync payroll data between the two systems, including payroll history and deductions.
You can select which objects and fields you want to sync during the initial setup period. Depending on your organization’s needs, it may be necessary to limit or expand the scope of what is synced in the future.
For example, if your HR team only needs access to an employee’s basic contact information in Salesforce, you would choose to only sync that data from Paylocity, rather than adding every field from Paylocity into Salesforce.
How to integrate Salesforce with Paylocity?
There are two ways you can integrate Salesforce with Paylocity.
1. Using Connectors
You can use third-party connectors available in the market to connect Salesforce with Paylocity. You need to pay for the connector, but it will be easy to use and save you time in the long run. However, connectors are useful in general situations and have their own limitations.
2. Custom Integration
You can hire a Salesforce Integration Service Provider and build your own integration using Salesforce’s REST API If there isn’t a connector that meets your needs. This is more difficult than using a third-party tool, but it gives you more control over the integration and satisfies your specific business needs.
We Can Help
AppShark is here to help you in the custom integration of Salesforce with Paylocity. AppShark provides custom salesforce Paylocity integration services. Our certified Salesforce consultants have extensive experience with salesforce Paylocity integration and have worked on several projects.
Our team of certified salesforce developers understands the complexity involved in integrating with Paylocity and are easily able to customize your existing Salesforce environment to integrate with Paylocity. We can also implement a custom bi-directional integration between salesforce and Paylocity, so that data can be pushed from both systems. To know more about our Salesforce Paylocity integration services, please feel free to contact us, or mail us at email@example.com.