SALESFORCE INTEGRATION

Salesforce + Connect RX.
Keep the product in context.

Connect service questions with the right pharmaceutical product context.

Illustrative operations team reviewing a workflow togetherSAME DATA. FURTHER GOOD.
01 / THE WORKFLOW

The pharmaceutical connection.

A customer-service case may concern a shipment document or a product record. Salesforce can hold the conversation, while Connect RX remains the focused place for traceability context. Share the agreed reference and outcome instead of copying an entire product history into the CRM.

THE WORK, MADE VISIBLE

Follow the references through the workflow.

Illustrative pharmaceutical integration flow. The selected interfaces and responsibilities are defined for your environment.

  1. 01

    Customer case

    The question and responsible service team.

  2. 02

    Reference match

    The organization, shipment or product reference.

  3. 03

    Product investigation

    The relevant record and available partner data.

  4. 04

    Case follow-up

    The agreed operational outcome for the customer.

ILLUSTRATIVE WORKFLOW · THE IMPLEMENTATION FOLLOWS YOUR OPERATING REQUIREMENTS

02 / THE WORKFLOW

An operating example.

A distributor contacts the service team about missing traceability information. The case is associated with the appropriate organization and shipment reference. The responsible operations team investigates the affected record in Connect RX, then returns the agreed resolution context to the service workflow.

Illustrative pharmacy receiving workflow: scanning a medicine carton
Start with the item in front of you.
THE DETAIL THAT MATTERS

Data to prepare for the connection.

Data to prepare for the connection.
InformationExample of its purposeOwner to identify
Product and unit identifiersLocate the serialized medicine.Product and serialization source.
Business referenceRelate the unit to the relevant operation.ERP, warehouse or service system.
Event and locationExplain the activity represented in the record.Operational source and location-data owner.
Partner payloadMake the information interpretable by the recipient.Sending and receiving integration teams.
03 / THE WORKFLOW

Agree on the information boundary.

Identify the system of record for the product, lot, serialized unit and location. Define which business reference ties the ERP or service record to the traceability task. The interface should preserve those relationships and make an unknown reference a specific issue to resolve.

01

Identifiers

Product and serial context, partner references and site identifiers.

02

Events

The receiving, shipping or other activity represented in the data.

03

Ownership

The source of each record and the team responsible for corrections.

04 / THE WORKFLOW

Fit the interface to the deployed environment.

Salesforce describes several integration patterns for synchronous, asynchronous and data-oriented exchanges. Select a pattern based on response time, volume and ownership rather than copying every operational record into the CRM. The Connect RX implementation also agrees the event payload, partner specification and expected business response. Use a normal movement and an exception to validate the complete handoff.

LET’S CONNECT

Bring your workflow.
Let’s find the connection.

Your systems. Your partners. The task you need to complete.

Discuss your workflow