S-Drive - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between S-Drive and OpenText Product Traceability

S-Drive and OpenText Product Traceability complement each other well in regulated, document-heavy product environments. S-Drive manages secure document collection and storage directly in Salesforce, while OpenText Product Traceability supports end-to-end visibility of product history, compliance evidence, and traceability records across the supply chain and product lifecycle. Together, they can connect operational records in Salesforce with controlled product traceability documentation and audit-ready evidence.

• 1. Product batch documentation collection from suppliers and internal teams

  Direction: S-Drive - OpenText Product Traceability

  Use S-Drive in Salesforce to collect certificates of analysis, batch release forms, inspection reports, and supplier declarations tied to a product, lot, or case record. Once submitted, the documents are transferred to OpenText Product Traceability and linked to the relevant traceability event or batch history.

  Business value: Reduces manual document chasing, improves completeness of batch records, and creates a single traceable evidence trail for quality and compliance teams.

• 2. Traceability record retrieval for customer service and account teams

  Direction: OpenText Product Traceability - S-Drive

  When a customer service agent opens a Salesforce case for a product complaint, recall inquiry, or shipment issue, S-Drive can pull the associated traceability documents from OpenText Product Traceability, such as production history, shipment lineage, and quality approvals, and store them against the case.

  Business value: Gives customer-facing teams immediate access to verified product history, shortens response times, and improves accuracy during complaint handling and recall support.

• 3. Quality deviation and nonconformance evidence management

  Direction: Bi-directional

  When a deviation, nonconformance, or CAPA case is created in Salesforce, S-Drive collects supporting files such as photos, lab results, and investigation notes. These records are then synchronized to OpenText Product Traceability to preserve the evidence alongside the affected product or batch lineage. If traceability data later identifies impacted lots, that information can be returned to Salesforce to update the case scope.

  Business value: Strengthens quality investigations, ensures evidence is tied to the correct product history, and supports faster root-cause analysis.

• 4. Recall readiness and impacted lot document assembly

  Direction: OpenText Product Traceability - S-Drive

  During a recall or field action, OpenText Product Traceability identifies affected lots, serials, and distribution paths. The relevant traceability records and supporting documents are pushed into S-Drive and attached to Salesforce recall cases or account records for coordinated execution by regulatory, operations, and customer teams.

  Business value: Speeds recall coordination, improves accuracy of customer notifications, and provides a controlled document set for cross-functional response teams.

• 5. Supplier qualification and audit evidence management

  Direction: S-Drive - OpenText Product Traceability

  Supplier onboarding teams use Salesforce and S-Drive to collect onboarding packs, audit certificates, process validations, and compliance attestations. Approved documents are then linked to supplier-related traceability records in OpenText Product Traceability so that product genealogy can be evaluated against approved supplier sources.

  Business value: Improves supplier governance, reduces audit preparation effort, and ensures traceability records reference only qualified suppliers and approved documentation.

• 6. Production release approval workflow with controlled document handoff

  Direction: S-Drive - OpenText Product Traceability

  Manufacturing or quality teams use Salesforce to manage production release approvals. S-Drive stores signed release forms, test results, and exception approvals, then sends the approved release package to OpenText Product Traceability to mark the batch as released and maintain the official product history.

  Business value: Creates a controlled release process, reduces the risk of missing approvals, and aligns document control with traceability status.

• 7. Regulatory submission package assembly from traceability and Salesforce records

  Direction: Bi-directional

  For regulatory inspections or submissions, OpenText Product Traceability provides the product genealogy, batch lineage, and event history, while S-Drive contributes the supporting documents stored in Salesforce such as approvals, declarations, and correspondence. The integrated workflow assembles a complete submission package and stores it in both systems for reuse and audit.

  Business value: Reduces time spent compiling evidence, improves consistency of submissions, and supports stronger audit readiness.