Identifiers
Product and serial context, partner references and site identifiers.
Connect service questions with the right pharmaceutical product context.
SAME DATA. FURTHER GOOD.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.
Illustrative pharmaceutical integration flow. The selected interfaces and responsibilities are defined for your environment.
The question and responsible service team.
The organization, shipment or product reference.
The relevant record and available partner data.
The agreed operational outcome for the customer.
ILLUSTRATIVE WORKFLOW · THE IMPLEMENTATION FOLLOWS YOUR OPERATING REQUIREMENTS
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.

| Information | Example of its purpose | Owner to identify |
|---|---|---|
| Product and unit identifiers | Locate the serialized medicine. | Product and serialization source. |
| Business reference | Relate the unit to the relevant operation. | ERP, warehouse or service system. |
| Event and location | Explain the activity represented in the record. | Operational source and location-data owner. |
| Partner payload | Make the information interpretable by the recipient. | Sending and receiving integration teams. |
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.
Product and serial context, partner references and site identifiers.
The receiving, shipping or other activity represented in the data.
The source of each record and the team responsible for corrections.
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.
Your systems. Your partners. The task you need to complete.
Discuss your workflow