Why Should I Choose an HR Solution on Salesforce?

By Evgenii Pavlov

HR sits on a gold mine of data. Its many responsibilities including recruitment, onboarding, absence management, employee feedback, and expenses – it provides a host of valuable information. However, it often goes unused.

What if this data was used to get a better understanding of how quickly a business is recruiting new talent, how well they’re onboarding new employees, and how happy and engaged their team is? Moving to an HR solution on Salesforce can help businesses make sense of all this employee insight. Let’s have a look at how.

Why Change Your Current HR Solution?

Let’s assume that the goal of most companies is to attract great people and keep them for longer.

We know that not everything is about pay. Some of the top reasons for leaving a job are negative company culture, a lack of benefits, and poor management. Studies also show that employees who are more engaged in their company and work are more productive and less likely to leave.

Generally, employees want to do well in their roles, but they need guidance, direction, and a company culture that makes them feel valued. Getting there requires an HR solution that helps businesses to:

  • Automate the brunt of the work so that people and HR teams can focus on more important tasks.
  • Collaborate seamlessly across teams and colleagues to recruit, hire, onboard, and manage people.
  • Tailor reports to individual business needs and convert data into actionable insights.

Chances are, if the current solution isn’t on Salesforce, it will be limited in at least one of these areas.

Why Choose an HR Solution on Salesforce?

Long gone are the days when Salesforce was only a sales tool. There’s now a bunch of HR solutions on AppExchange, and they come with some pretty great benefits.

No More Data Silos

Moving to an HR and employee experience solution on Salesforce means centralizing data. With data in different tools or in separate spreadsheets, it’s very likely that the analysis will be limited by either functionality, differences in data sets, or lots of manual work.

Moving it all to Salesforce eliminates the data silos, manual workarounds, and unstable third-party connections.

Care-Free Data Security

Data security is at the top of most lists when looking for a new tech solution. HR data in particular contains very sensitive information.

With an impressive track record of 20 years breach-free, Salesforce protects all their data using some of the most advanced data security practices and tools on the market.

READ MORE: 3 Salesforce Security Blind Spots That Can Lead to Data Leakage

Acting on Employee Insights

We all know the power of dashboards and reports on Salesforce. A Salesforce-native HR solution offers the ability to customize reports to perfectly suit individual business needs – ensuring that they can act where and when needed.

Examples of valuable employee insights:

  • Compare job ad performance on different channels and job boards.
  • Examine time to onboard new employees.
  • Track employee satisfaction, performance, and turnover.
  • Analyze eNPS score following a structural, strategic, or benefits-related change.

Collaborate Across Departments

Every organization relies on good communication. People management and HR sit at the intersection between internal teams, new starters, and management. Cross-collaboration is key.

Salesforce has familiar, native features that make it easier for teams to work together. Onboarding tasks can, for example, be easily assigned to new employees as well as managers and other relevant internal parties. Also, discussion and feedback threads can be started in Chatter to evaluate job candidates after an interview.

READ MORE: Ultimate Guide to Salesforce Chatter

Integrate With Your Favorite Technology

Some solutions form part of businesses’ core tech selection (also known as ‘tech stack’). These are the tools that are so good at improving the day-to-day and/or difficult jobs, that they’ve made their way onto the requirements list when looking for other software. This is why integrations are more important than ever.

Salesforce has 4,000+ integrations through its partner community, making those favorite tools work together. Looking at the onboarding process alone, tools such as Calendly, DocuSign, and Slack are readily available.

Tip: The best tools have already built the integration for you.

READ MORE: Slack to Salesforce Integration [Updated 2022]

Choosing an HR Tool on Salesforce

When exploring employee experience and HR solutions on Salesforce, there are some important questions to consider…

Does the solution require additional licenses?

While some tools on Salesforce require licenses for every employee, others only need one single license to get started. If everyone in the business has a Salesforce license, there’s no issue. But, if only a select few have access, it’s worth looking into the set up.

Does the solution offer implementation and ongoing support?

Salesforce is a powerful but complex solution. Having the right implementation support to get up and running as quickly and smoothly as possible is incredibly important.

Consider the needs of all users – different departments, generations and locations. Check whether the solution offers support if employees have questions or encounter an issue.

Does the solution have all the necessary features?

While there are many tools out there, having features to help build and improve the employee experience can help to keep a workforce happy and engaged. It should include essential HR features such as absence management, onboarding flows, and expense management. It should also extend to features that help elevate the employee experience such as eNPS, goal setting, and team recognition.

Does the solution meet your future needs?

Look for a tool that continuously evolves to meet their clients’ needs. Hybrid or remote teams might need a solution to help colleagues stay connected as the team grows. International organizations might need a scalable tool that can handle global HR challenges. 

Ask for a roadmap and check how it complements the business strategy.


Whether currently fully digitized or in Google sheets, moving HR and employee experience processes to Salesforce means centralizing employee data in a trusted environment.

With the help of inherent Salesforce features, HR and people teams can make processes smoother and collaborate across teams, people, and locations. Salesforce also has a large partner community that integrates seamlessly with your favorite tools.

Lastly, it has a robust reporting system that can deliver simple, or complex, reports to suit most (if not all) business needs. If the aim is to improve collaboration and make more out of employee data – this is the solution.

The Author

Evgenii Pavlov

Evgenii Pavlov is the CEO and founder of the HR platform flair.

Leave a Reply