Best HR Software with Salesforce Integration (2026)

Last updated: February 2026

If Salesforce is your CRM and source of truth for revenue, your HR system should integrate seamlessly to connect people data with sales performance. The right integration enables commission tracking, org chart visibility, and unified reporting across sales and HR.

        Quick Answer: Workday offers the deepest Salesforce integration for enterprise. Rippling is best for SMBs needing flexible data sync. ADP is strong for commission-based payroll tied to Salesforce deals. BambooHR provides basic employee data sync for mid-market teams.
    

Why Salesforce Integration Matters for HR

Salesforce is the backbone of revenue operations for over 150,000 companies. For sales-driven organizations, HR needs to sync with Salesforce to manage commissions, track quota attainment, visualize org charts, and align hiring with revenue goals.

Key Benefits of HR-Salesforce Integration:

Automated Commission Tracking: Sync sales data with payroll for accurate commission calculations and payments
Org Chart Visibility: Embed live HR org charts in Salesforce for territory planning and account ownership
Sales Performance + HR Data: Combine quota attainment with employee data for performance reviews and compensation planning
Unified Reporting: Analyze revenue per employee, sales team productivity, and headcount ROI in one platform
Onboarding Automation: Trigger Salesforce account creation, territory assignments, and training when new sales reps are hired
Territory Management: Automatically reassign accounts when reps leave or territories change

What to Sync: Key Integration Capabilities

A robust Salesforce-HR integration goes beyond basic employee data. Here's what best-in-class platforms offer:

1. Employee Data & Org Charts

Bidirectional sync — Employee records (name, title, manager, department) update in both systems
Org chart embedding — Display live HR org charts within Salesforce for account planning
Role and territory mapping — Sync sales roles to Salesforce user profiles
Manager hierarchy — Ensure reporting relationships match between HR and CRM

2. Sales Compensation & Commissions

Commission calculation — Sync closed deals to payroll for automatic commission payments
Quota attainment tracking — Pull performance data into HR for reviews and bonuses
Accelerators and SPIFFs — Integrate variable comp plans with Salesforce opportunity data
Commission statements — Generate pay stubs showing base + commission breakdown

3. Onboarding & Provisioning

Salesforce account creation — Auto-create Salesforce users when reps are hired
License assignment — Assign Sales Cloud, CPQ, or other licenses based on role
Territory and account assignment — Route new reps to appropriate territories
Training workflows — Trigger Salesforce Trailhead modules for new hires

4. Performance & Analytics

Sales performance in HR — View quota attainment, pipeline, and deals in performance review tools
Revenue per employee — Calculate productivity metrics across departments
Custom reports — Build dashboards combining HR data (headcount, tenure) with sales data (revenue, deals)

5. Offboarding & Data Security

Automatic account deactivation — Disable Salesforce access when employees leave
Account reassignment — Transfer owned opportunities and cases to new reps
Data retention — Maintain historical sales performance for exited employees

Top HR Software with Salesforce Integration

1. Workday — Best for Enterprise Integration

Pricing: Custom (enterprise-level, $$$) | Salesforce Features: Deep integration, org charts, analytics, provisioning

Workday is built for enterprise-scale Salesforce integration, with bidirectional data sync, embedded analytics, and sophisticated commission management for large sales organizations.

What Syncs:

Bidirectional employee data sync — Names, titles, departments, managers update in both systems
Org chart embedding — Display Workday org charts natively in Salesforce
Salesforce provisioning — Auto-create user accounts, assign licenses, set permissions
Commission and variable comp — Sync Salesforce opportunity data to Workday for commission calculations
Analytics integration — Combine HR and sales data in Workday Prism or Salesforce Einstein
Offboarding workflows — Disable Salesforce accounts and reassign territories automatically

✅ Pros:

Best-in-class enterprise integration
Deep analytics combining HR + sales data
Sophisticated commission management
Strong for global sales teams
Excellent API for custom workflows

❌ Cons:

Extremely expensive (typically $500K+ implementation)
Long implementation timeline (6-18 months)
Overkill for companies under 500 employees
Requires dedicated Workday admin team

Best For: Global enterprises (500+ employees) with large sales teams and complex commission structures.

2. Rippling — Best for SMB Automation

Pricing: $8/user/month (base) + modules | Salesforce Features: Provisioning, data sync, custom workflows

Rippling offers enterprise-level Salesforce automation at SMB pricing. It excels at onboarding/offboarding automation and flexible data sync for growing sales teams.

What Syncs:

Automated Salesforce provisioning — Create accounts, assign licenses, add to groups on day one
Bidirectional employee data sync — Real-time updates between Rippling and Salesforce
Custom field mapping — Sync any HR field to Salesforce custom objects
Offboarding automation — Disable Salesforce access when reps leave
API-based workflows — Build custom integrations via Rippling's Workflow Automator

✅ Pros:

Full IT + HR automation at affordable pricing
Real-time provisioning and deprovisioning
Flexible custom field mapping
Modern UI and UX
Fast setup (weeks, not months)

❌ Cons:

No native commission management (requires third-party tools)
Limited analytics vs. Workday
Costs add up with multiple modules

Best For: Growing sales-driven SMBs (10-250 employees) that need automated Salesforce provisioning without enterprise pricing.

3. ADP Workforce Now — Best for Commission-Based Payroll

Pricing: Custom (enterprise-level) | Salesforce Features: Commission sync, analytics, SSO

ADP specializes in commission-based payroll, with Salesforce integration designed to pull closed deals and calculate variable compensation automatically.

What Syncs:

Salesforce opportunity data → ADP for commission calculations
Employee data sync (names, titles, departments)
SSO integration — Single sign-on via Salesforce Identity
Custom commission plans — Map Salesforce deal stages to payout triggers
Analytics dashboards — Sales performance + payroll costs in one view

✅ Pros:

Strong commission management for sales teams
Reliable payroll and compliance
Good analytics for sales + HR leaders
Dedicated support for enterprise

❌ Cons:

Expensive
Complex setup for commission plans
Less automation than Rippling for onboarding
UI feels dated

Best For: Companies (100+ employees) with complex commission structures tied to Salesforce deal data.

4. BambooHR — Best for Basic Employee Data Sync

Pricing: Custom (starts ~$200/month) | Salesforce Features: Employee data sync, SSO

BambooHR offers straightforward Salesforce integration focused on syncing employee data and org charts—ideal for mid-market companies that don't need complex commission automation.

What Syncs:

Employee data to Salesforce (one-way sync: BambooHR → Salesforce)
Org chart export for Salesforce reporting and territory planning
SSO via SAML — Single sign-on for employees accessing both systems
Custom field mapping (limited)

✅ Pros:

User-friendly interface
Simple setup (no IT required)
Good for basic employee data visibility in Salesforce
Strong core HRIS features

❌ Cons:

One-way sync only (BambooHR → Salesforce)
No commission management
No automated provisioning
Limited analytics

Best For: Mid-market companies (50-500 employees) that want basic employee data in Salesforce without complex integration.

5. Xactly Incent — Best for Pure Commission Management

Pricing: Custom (typically $15-30/user/month) | Salesforce Features: Native Salesforce app, deep commission automation

Xactly Incent is a dedicated sales commission platform that lives natively in Salesforce. It's not a full HRIS, but it's the best option for companies that need sophisticated commission tracking.

What Syncs:

Native Salesforce app — Runs entirely within Salesforce (no separate login)
Automated commission calculations based on opportunities, quotes, and custom objects
Quota and territory management
Commission statements visible to reps in Salesforce
Integration with payroll systems (ADP, Workday, etc.) for payment processing

✅ Pros:

Best-in-class commission management
Native Salesforce experience
Handles complex comp plans (accelerators, tiers, splits)
Real-time commission visibility for reps

❌ Cons:

Not a full HR system (requires separate HRIS)
Expensive for small sales teams
Complex setup for advanced plans

Best For: Companies with large sales teams (50+ reps) and complex commission structures—often paired with ADP or Workday for core HR.

6. Lattice — Best for Sales Performance Management

Pricing: $11/user/month (Performance) | Salesforce Features: Performance reviews with sales data

Lattice focuses on performance management and can pull Salesforce data (quota attainment, pipeline) into employee reviews and goal tracking.

What Syncs:

Salesforce sales data → Lattice performance reviews
Quota attainment displayed in 1-on-1s and review cycles
OKR tracking tied to Salesforce pipeline goals
Employee data sync from HRIS (BambooHR, Workday) to Lattice and Salesforce

✅ Pros:

Excellent for sales performance reviews
Combines qualitative feedback with quantitative sales data
User-friendly interface
Affordable for mid-market

❌ Cons:

Not a full HR system (no payroll, benefits, etc.)
No commission management
Requires separate HRIS

Best For: Sales-driven companies that want to integrate quota attainment into performance reviews—often paired with BambooHR or Rippling.

Comparison Table: Salesforce Integration Features

Platform	Data Sync	Provisioning	Commissions	Analytics	Best For
Workday	✅ Bidirectional	✅ Automated	✅ Advanced	✅ Deep	Global enterprise (500+)
Rippling	✅ Bidirectional	✅ Automated	⚠️ Via partners	⚠️ Basic	SMBs (10-250)
ADP	✅ One-way (SF → ADP)	❌ Manual	✅ Strong	✅ Good	Commission-focused (100+)
BambooHR	⚠️ One-way (BHR → SF)	❌ Manual	❌ No	❌ No	Basic sync (50-500)
Xactly Incent	✅ Native SF app	N/A	✅ Best-in-class	✅ Commission-focused	Large sales teams (50+ reps)
Lattice	⚠️ Performance data only	N/A	❌ No	⚠️ Performance-focused	Sales performance reviews

Setup & Configuration Tips

Step-by-Step Salesforce Integration:

Install the HR Platform's Salesforce App (if available):
- Go to Salesforce AppExchange
- Search for your HR platform (e.g., "Workday," "BambooHR")
- Install to your Salesforce org (requires admin permissions)
Authenticate and Configure API Access:
- In your HR platform, navigate to Integrations → Salesforce
- Authenticate with Salesforce admin credentials (OAuth 2.0)
- Grant necessary permissions (read/write users, opportunities, custom objects)
Map Fields Between Systems:
- Map HR fields to Salesforce fields (e.g., "Department" → "User.Department")
- Configure custom objects if syncing non-standard data (e.g., commission tiers)
- Set sync direction (one-way or bidirectional)
Configure Commission Rules (if applicable):
- Define which Salesforce stages trigger commission (e.g., "Closed Won")
- Map opportunity amounts to commission percentages
- Set payment schedules (immediate, monthly, quarterly)
Test with Sample Data:
- Create a test employee in HR system and verify they appear in Salesforce
- Test commission calculation with a sample opportunity
- Verify offboarding workflow (disable test user, check Salesforce access)
Train Sales Leaders and Admins:
- Show sales managers how to view org charts in Salesforce
- Teach reps how to access commission statements
- Document common workflows (territory changes, quota updates)

Best Practices:

Use a Sandbox First: Test integration in Salesforce Sandbox before deploying to production
Sync Manager Hierarchies: Ensure reporting relationships match in both systems for accurate territory management
Set Clear Commission Rules: Document which deal stages trigger payouts to avoid disputes
Automate Territory Reassignment: When reps leave, automatically reassign their accounts via integration workflows
Monitor Sync Errors: Set up alerts for failed syncs (e.g., duplicate records, missing fields)
Leverage Custom Objects: Use Salesforce custom objects to store HR data not covered by standard fields

Common Issues & Fixes:

"Insufficient Privileges" Error: Grant HR app "Modify All Data" permission in Salesforce
Duplicate Employee Records: Ensure unique email or employee ID matching between systems
Commission Not Calculating: Verify opportunity stage mapping and that deals are marked "Closed Won"
Org Chart Not Updating: Check that manager relationships are syncing correctly
Slow Sync Performance: Optimize field mapping and reduce sync frequency if syncing large datasets

        Pro Tip: Create a custom "Commission" object in Salesforce to store historical commission data. This gives reps full transparency and reduces payroll disputes.
    

Use Cases: When Salesforce-HR Integration Shines

1. Sales Commission Automation

Scenario: You have 50 sales reps with tiered commission plans based on quota attainment.

Solution: Integrate ADP or Workday with Salesforce. Closed deals automatically flow to payroll, calculate commissions, and generate pay stubs—no manual spreadsheets.

2. Territory Management

Scenario: Sales territories change frequently, and account ownership needs to match org chart changes.

Solution: Sync HR org chart to Salesforce. When a rep's manager changes or they leave the company, accounts automatically reassign to the new owner.

3. Sales Performance Reviews

Scenario: Managers want to combine qualitative feedback with quantitative sales data during annual reviews.

Solution: Use Lattice or Workday to pull Salesforce quota attainment, pipeline, and deal count into performance review forms.

4. Revenue per Employee Analytics

Scenario: Finance wants to track productivity (revenue per employee) across departments.

Solution: Integrate Workday or ADP with Salesforce. Build custom dashboards showing headcount costs vs. revenue generated by team.

5. Onboarding Automation for Sales Reps

Scenario: New sales hires need Salesforce accounts, licenses, and territory assignments on day one.

Solution: Use Rippling to auto-create Salesforce users, assign Sales Cloud licenses, and route them to appropriate territories when HR marks them as "active."

Frequently Asked Questions

Q: Can I calculate commissions automatically based on Salesforce deals?

A: Yes, with platforms like ADP, Workday, or Xactly Incent. These systems pull Salesforce opportunity data (deal amount, stage) and calculate commissions based on your comp plan. Commissions then flow to payroll automatically.

Q: Will my Salesforce org chart update automatically when someone gets promoted in HR?

A: Only with bidirectional sync (Workday, Rippling). Most platforms (BambooHR, ADP) offer one-way sync, so you'll need to manually update Salesforce or trigger a re-sync.

Q: Can I use Salesforce as my source of truth for employee data?

A: Not recommended. Salesforce is a CRM, not an HRIS. While you can store employee data there, you'll lack core HR features (payroll, benefits, compliance). Use your HR system as the source of truth and sync to Salesforce.

Q: What happens to Salesforce accounts when someone leaves the company?

A: With automated offboarding (Workday, Rippling), Salesforce accounts are disabled automatically when HR marks an employee as "terminated." Without automation, you'll need to manually deactivate accounts or set up custom workflows.

Q: Can I sync custom HR fields to Salesforce custom objects?

A: Yes, with platforms that support custom field mapping (Workday, Rippling). This is useful for storing things like sales quotas, territories, or commission tiers that don't fit standard Salesforce user fields.

Q: How often does data sync between HR and Salesforce?

A: Depends on the platform. Workday and Rippling offer near-real-time sync (sub-5 minutes). BambooHR and ADP typically sync daily or hourly. Check your platform's settings to configure sync frequency.

Q: Do I need Salesforce Enterprise Edition for HR integration?

A: Not always. Basic integrations (employee data sync, SSO) work with Professional Edition. Advanced features (API-based provisioning, custom objects) require Enterprise or Unlimited Edition.

Q: Can I integrate multiple HR systems with Salesforce (e.g., BambooHR + Xactly)?

A: Yes. Many companies use BambooHR or Rippling for core HR, plus Xactly Incent for commission management. Just ensure your integration workflows don't conflict (e.g., both systems trying to update the same fields).

Final Verdict: Which HR Software Should You Choose?

🏆 Our Top Picks

Best for Enterprise: Workday — Deep integration, analytics, sophisticated commission management

Best for SMBs: Rippling — Automated provisioning, flexible sync, modern UX

Best for Commissions: Xactly Incent (+ ADP/Workday for core HR) — Best-in-class sales comp

Best for Simplicity: BambooHR — Basic employee data sync, easy setup

Decision Framework:

Enterprise (500+) with complex sales comp? → Workday + optional Xactly
SMB (10-250) needing onboarding automation? → Rippling
100+ reps with complex commission plans? → ADP or Workday + Xactly Incent
Mid-market (50-500) needing basic sync? → BambooHR
Want sales data in performance reviews? → Lattice (+ BambooHR or Rippling for core HR)
Just need SSO between HR and Salesforce? → Any platform with SAML (BambooHR, ADP, Rippling)

        Action Step: Map out your top 3 integration needs (commission automation? org charts? onboarding?). Test 2-3 platforms with sample Salesforce data during trials to see which handles your use cases best.
    

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