SALESFORCE INTEGRATION

Salesforce integration.
Connect the business context.

Bring the right operational context into customer-service workflows without turning a CRM into a warehouse or traceability repository.

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

What this connection solves.

A customer-service team may receive a question about a shipment or missing document before the warehouse team knows there is a problem. The useful connection is a shared business reference, clear issue ownership and access to the relevant operational context.

THE WORK, MADE VISIBLE

One connection. Four explicit handoffs.

Illustrative integration design, adapted to the applications and interfaces available in your environment.

  1. 01

    Service question

    A customer opens a shipment-related case.

  2. 02

    Reference match

    Associate customer and operational identifiers.

  3. 03

    Operational review

    Investigate in the relevant Maltexi product.

  4. 04

    Service update

    Return the agreed outcome to the case.

ILLUSTRATIVE WORKFLOW · THE IMPLEMENTATION FOLLOWS YOUR OPERATING REQUIREMENTS

02 / THE WORKFLOW

An example in operation.

A service case concerns a missing shipment record. The integration can associate the agreed account and shipment references with that case, while detailed file or traceability investigation remains in the operational product. When the responsible team resolves the issue, the service workflow can receive the agreed status update.

Illustrative enterprise data operations workspace
Make the information useful to the team.
THE DETAIL THAT MATTERS

Keep these references connected.

Keep these references connected.
Business contextMapping to agreeWhy it matters
AccountCustomer identifier → CRM accountConnect the question to the correct organization.
Case referenceService case → operational issueLet both teams discuss the same problem.
Status summaryOperational result → agreed case updateShare useful context without duplicating full records.
03 / THE WORKFLOW

Choose the interface for your 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.

04 / THE WORKFLOW

Where each Maltexi product fits.

Use the product that matches the work crossing the boundary. A single integration may combine these tasks, but the data model and acceptance criteria remain specific to each.

01

EDI Parser X

Read the structure of partner EDI documents and define the data handoff.

02

FileExchange

Connect file sources and destinations with their delivery requirements.

03

Connect RX

Relate serialized pharmaceutical records to operational events and partner information.

05 / THE WORKFLOW

Make the connection supportable.

Agree on the source of truth for each record, the identifier used to correlate exchanges and the owner of errors. Test a successful transaction, an unknown reference and a repeated request. Record which responses confirm technical delivery and which confirm the intended business result.

A CLEARER PICTURE

Questions worth
asking.

Is this a prebuilt, certified connector?

This page describes an integration service and use case. The selected interfaces, configuration and implementation scope are agreed for your environment; it does not claim a certified partnership or an out-of-the-box connector.

Can this support pharmaceutical workflows?

Yes. Connect RX is the focused product for serialized pharmaceutical records. The integration defines which ERP or partner references must be related to those records, alongside the EPCIS and operational requirements.

LET’S CONNECT

Bring your workflow.
Let’s find the connection.

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

Discuss your workflow