Connect to an external Workday Expenses account. Perform tasks like getting expense items and expense reports, and creating an expense report. Use Workday Expenses as a data target (action).
Required Editions
| View supported editions. |
| This feature requires the MuleSoft for Flow: Integration add-on. Exceptions are segment-triggered flows, activation-triggered flows, and broadcast flows, which don't require the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase an add-on, contact your Salesforce account executive. |
| MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
Connections
Connect to a source or target system by using its standard connection or an existing external named credential. You can connect to multiple systems within a flow and reuse each connection. You can create connections in the Integrations tab or in Flow Builder.
Named Credential Connection
Select a pre-existing named credential from Setup to use for your external system connections.
Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.
To ensure a successful connection for use in a flow, use only one principal for each named credential.
- Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
- Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
When you create a connection with an existing named credential, note these behaviors:
- Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
- Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
- Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.
Actions
An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.
These Workday Expenses actions are available in Flow Builder.
- GET /expenseItems
- GET /reports
- POST /reports
For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.