Welcome to Salesforce, Muleys!

Introducing your Salesforce benefits!

Now that you’re part of the Ohana, we’d like to help you navigate through our benefits site. By browsing our benefits site, you’ll get to know the many programs we offer to promote your health and wellness. Take a little time to review both our Get Salesforce Benefits site and the benefits transition checklist below, discuss our plans and programs with your loved ones, and choose the right plans and programs for yourself and your family.

Need help? Check out the resources to the right or the contact information below

Enroll June 1–30, 2018

To have benefits coverage on June 1, 2018, you must take action and make your benefits elections by June 30, 2018. If you enroll by June 30, your insurance coverage will be retroactively effective June 1. We highly recommend you make your benefit elections as soon as possible in June to reduce any challenges with retroactive coverage.


Benefits transition checklist
2018 monthly costs

Benefits transition checklist

Benefits election period (June 1–30, 2018)

Key dates Action
June 1, 2018 Start making your benefits elections through Workday using Aloha Single Sign-On (SSO). For step by step instructions for how to submit your benefit elections in Workday, please review the Making Changes Guide.
June 30, 2018

Make sure you’ve completed all of your benefits elections in Workday.

Note this is the last day you will be able to elect Salesforce benefits for 2018 unless you have a qualifying life event.


Deadline Action

If you currently have BlueShield, check to see if your current providers are in the Aetna and/or UnitedHealthcare network before you select your plan. 

Within 90 days of June 1, 2018

If you’re in the middle of a treatment and your doctor is not in the Aetna network, complete the Transition of Care Form [PDF] to make sure that you can continue your care at the highest level of benefits.

Within 30 days of June 1, 2018 If you’re in the middle of a treatment and your doctor is not in the UnitedHealthcare (UHC) network, complete the Transition of Care Form [PDF] to make sure that you can continue your care at the highest level of benefits.
N/A Your ID cards will be mailed to you 2–3 weeks after you submit your benefits elections in Workday. If you still have not received your ID card, please see the Medical section of the FAQ for more information.

Get help choosing a health plan

Prescription drug

Deadline Action

Employees who elect Aetna or UHC medical plans will automatically be enrolled in prescription drug coverage through CVS Caremark.

If your prescription is a specialty medication, please contact CVS Caremark specialty pharmacy since you'll need to enroll separately in this program, which provides additional resources and customer support.

Not sure if your prescription is a specialty medication? Check out CVS Caremark’s specialty pharmacy listing of medications.

If you’d like information about the cost of your medication based on the medical plan you elect, check out the CVS Caremark FAQ.

Tip! If you're running low on your current mediciation, refill your prescription now so there are no gaps in your regimen.

June 1, 2018

If you’ve submitted your benefits elections in Workday and you need to pick up your prescription(s) before you’ve received your CVS ID card, use this temporary ID card [PDF] to process your prescription.

Once you receive your ID card(s), log on to CVS Caremark or download the mobile app for a digital copy of your ID card.

Note: You will receive a separate ID card for prescription drug coverage. Please review the US Benefits FAQ for MuleSoft (use your @salesforce.com email address) for details.


Deadline Action

Check to see if your current dentist is in the Delta Dental network. Call 1-877-510-3502, or search for your dentist on the Delta Dental website. Select a network: PPO or Premier.

Note: Visiting a PPO dentist provides you with the greatest cost savings because they usually have the lowest contracted fees. If you can’t find a PPO dentist, Premier dentists are also contracted with Delta Dental, but their fees are typically not as low as PPO dentists’ fees. 


Delta Dental covers orthodontia. Details can be found here.

For those undergoing active orthodontic treatment, ask your orthodontist to submit an Orthodontic Treatment Claim to Delta Dental, or call 1-877-510-3502.

Please review the US Benefits FAQ for MuleSoft (use your @salesforce.com email address) for details.

FSA (current MuleSoft FSA enrollees only)

Deadline Action
August 15, 2018

Last day to incur eligible health care and dependent care expenses. Any unused balance after August 15 will be forfeited per the IRS “Use it or Lose it” rule.

August 31, 2018

Last day to submit MuleSoft FSA claims incurred between January 1, 2018 and August 15, 2018 to WageWorks.

Please review the US Benefits FAQ for MuleSoft (use your @salesforce.com email address) for details.

HSA (current MuleSoft HSA participants only)

Deadline Action
July 6, 2018

Last day to submit Health Equity bulk closure form and liquidate investment assets for Muleys who have an existing Health Equity HSA balance and are enrolling in a Salesforce HDHP. Bulk closure form must include wet signature; electronic signatures are not accepted.

Note: If you have an existing Health Equity HSA balance and are enrolling in a PPO, EPO or Kaiser medical plan, your account will remain active with Health Equity. Your account will be converted as an individual plan and you will be responsible for the $3.95 monthly admin fee.

July 16–23, 2018 Black-out period: You will not be able to use funds while your existing balance is being transferred from Health Equity to ConnectYourCare (CYC)/BNY Mellon.
July 27, 2018

Funds will be available in your new Salesforce HSA administered by CYC.

Please review the US Benefits FAQ for MuleSoft (use your @salesforce.com email address) for details.

Commuter transit & parking benefit

Deadline Action
June 10, 2018

Complete your July transit and/or parking election with your Salesforce WageWorks account by June 10. You can make your election starting June 4 by accessing your Salesforce WageWorks account via Aloha SSO.


If you have a remaining MuleSoft WageWorks commuter benefit balance after June 30, your balance will be transferred to your new Salesforce WageWorks account by mid-July.  You can access your account via Aloha SSO.

Supplemental life insurance

Deadline Action
June 30, 2018

Your current voluntary life insurance election will not transition to Salesforce. You must complete your voluntary life elections during your initial enrollment to get coverage. When you enroll, be sure to enter your beneficiaries in Workday.

During your initial enrollment, you can take advantage of the Guaranteed Issued (GI) for Employee Life up to $750k and for Spouse Life up to $100k. Anything over the GI is subject to medical underwriting.


Deadline Action

If you are currently out on a leave: Matrix Absence Management, our leave of absence administrator, will be contacting you to initiate introductions and next steps with regard to your current leave.  In addition, a member from Salesforce’s Employee Success team will reach out directly to you to assist you with your benefits enrollment.

If you are planning a leave after June 1: Please contact Matrix Absence Management, our leave of absence administrator, at 1-855-354-6937. Matrix’s Intake Department is open 24/7/365 for you to file a new leave of absence, or you can initiate a new leave online at www.matrixabsence.com.


Deadline Action

You will be able to enroll once your information is added to Fidelity’s system after June 1, 2018.

Please review the US Benefits FAQ for MuleSoft (use your @salesforce.com email address) for details.

2018 monthly costs

Go to the Costs page to review your monthly costs for medical, dental, vision, and insurance benefits.


  • Use these resources and be sure to identify yourself as a MuleSoft employee.
    • General: For general questions prior to June 1st, please email MuleSoftIntegration@salesforce.com.
    • Aetna: Call 1-888-512-3862. For transition of care questions, contact Aisha Mcgee by calling 1-888-272-4640 or emailing her.
    • UnitedHealthcare: Call 1-844-234-1202.
    • Delta: Call 1-877-510-3502.
    • Choosing a medical plan: Use ALEX, your personal online and interactive benefits counselor. ALEX can guide you through your Benefits Enrollment and help you decide which medical, dental, and vision options are right for you. You can also contact Health Advocate at 1-866-695-8622 for assistance.
  • Beginning June 1st, you can call the Employee Success Concierge team at 855-376-5627 to speak with a live representative, and access the Concierge (also located in SSO) portal to quickly look up answers for your Employee Success questions.
  • Get contact information for our other carriers.