OpenText Active Community - Trading Grid - S-Drive Integration and Automation

Common Integration Use Cases Between OpenText Active Community - Trading Grid and S-Drive

• Trading partner document submission into Salesforce case or account records
  Trading partners upload invoices, compliance certificates, shipping documents, or dispute evidence in OpenText Active Community - Trading Grid, and the files are automatically routed into S-Drive and attached to the relevant Salesforce account, opportunity, case, or custom record. This gives customer service, sales operations, and compliance teams a single view of partner-submitted documents inside Salesforce.
• Issue resolution collaboration with controlled document exchange
  When a B2B transaction issue arises, teams use OpenText Active Community - Trading Grid to collaborate with the partner, exchange supporting files, and track discussion history. Finalized documents, such as resolution letters, claims evidence, or corrective action forms, are then stored in S-Drive against the Salesforce case for auditability and future reference. This reduces email dependency and improves traceability.
• Compliance and onboarding document collection from trading partners
  During partner onboarding or periodic compliance reviews, OpenText Active Community - Trading Grid collects required documents from suppliers, distributors, or logistics partners. Approved files are transferred to S-Drive and linked to Salesforce partner records for retention, review, and workflow processing. This supports faster onboarding and more consistent compliance management.
• Salesforce-driven document requests to external partners
  Sales or operations teams trigger a document request from Salesforce, and the request is published through OpenText Active Community - Trading Grid to the relevant trading partner. The partner uploads the requested files in the community, and S-Drive stores them directly in Salesforce for internal review. This is useful for contract renewals, pricing approvals, insurance certificates, and signed order forms.
• Document version synchronization for partner agreements
  Draft agreements, amendments, and supporting attachments are shared with external partners in OpenText Active Community - Trading Grid during negotiation. Once a version is approved, the final document is synchronized to S-Drive and associated with the Salesforce contract or account record. This ensures that internal teams always work from the approved version while preserving collaboration history.
• Dispute and claims evidence management across organizations
  In chargebacks, deductions, returns, or freight claims, partners submit evidence through OpenText Active Community - Trading Grid, including photos, PODs, and correspondence. S-Drive captures the evidence in Salesforce and links it to the dispute record so finance, legal, and customer operations teams can manage the case without searching across systems. This shortens resolution cycles and improves defensibility.
• Partner portal to Salesforce document archive for operational continuity
  OpenText Active Community - Trading Grid acts as the external collaboration layer, while S-Drive serves as the internal Salesforce document repository. Documents shared in the community are archived in S-Drive for long-term retention, reporting, and downstream workflow use in Salesforce. This creates a controlled handoff between external collaboration and internal operational processing.
• Audit-ready document retention for regulated trading workflows
  For regulated industries such as pharmaceuticals, food and beverage, or automotive, partner communications and submitted documents are captured in OpenText Active Community - Trading Grid and stored in S-Drive with Salesforce record context. This supports audit trails, retention policies, and easier retrieval during inspections or internal audits, while keeping partner interactions organized and accessible.