Audit-Ready, Automated Testing for Salesforce

Automate validation and stay audit-ready with ProcessX and Salesforce for life sciences compliance.

• ENTERPRISE-GRADE E-SIGNATURES WITH COMPLIANCE AND AUTOMATION BUILT IN

Get Automated Testing, Validation Lifecycle Management, and Application Lifecycle Management in a Single App

As the top-ranked customer relationship management (CRM) provider, Salesforce offers unmatched configurability, scalability, and security for life sciences companies.

• ACCELERATE VALIDATION AND ENHANCE QUALITY WITH AUTOMATED WORKFLOWS IN PROCESSX AND SALESFORCE

ProcessX and Salesforce

By automating testing, Validation Lifecycle Management (VLM), and Application Lifecycle Management (ALM) in ProcessX, you’re able to:

Integrate VLM and change control to eliminate process deviations
Access real-time dashboards to see the status of a release and compliance activities
Achieve faster test execution to free your team of burdensome validation tasks
Enable workflow-enforced Quality by Design
Streamline collaboration between IT, quality, and business teams
Experience fewer data-entry errors by digitalizing and automating paper-based workflows
Improve quality with regulatory requirements management using AI

• ACCELERATE COMPLIANCE AND STREAMLINE VALIDATION WITH PROCESSX AND SALESFORCE

Automated Testing and Validation Workflows

Unify automated testing, Validation Lifecycle Management (VLM), and Application Lifecycle Management (ALM) in a single platform. ProcessX, integrated with SALESFORCE, empowers organizations to meet global regulatory requirements, reduce manual effort, eliminate process deviations, and ensure audit readiness with real-time dashboards and out-of-the-box compliance reporting.

• AUTOMATED VALIDATION PROTOCOLS AND REAL-TIME REPORTING TO SUPPORT GLOBAL REGULATORY READINESS

Regulatory Artifacts and On-Demand Reporting

ProcessX delivers out-of-the-box reporting templates and dashboards that save you time and give you peace of mind that you are audit-ready at a moment’s notice. Regulatory artifacts and reports include:

Validation plan
Requirements (with detailed risk assessment applied)
Risk-based automation and configuration verification tests (IQ, OQ, and PQ)
Traceability reports (generated in real-time to maintain full visibility digitally or via extracted matrices)
Validation and verification protocols for initial validation and subsequent release management (the reports contain all mitigation evidence, risk assessments, traceability, and rationales for the release)

Regulated use cases for Salesforce include:

Empowering employees with fast and effective training to increase productivity 
Decreasing downtime with faster changeover and maintenance processes 
Reducing scrap, waste, and human error by enabling in-context work instructions 
Conducting virtual audits with the FDA and other regulatory authorities 
Creating standard operating procedures (SOPs) 
Improving quality, safety, and compliance

USDM streamlines your Salesforce implementation and ensures continuous compliance while managing mandatory updates and upgrading or expanding your existing system.

The longtime Salesforce and USDM partnership accelerates your organization’s digital transformation and helps extend Salesforce to regulated functions like clinical, laboratory, R&D, quality, manufacturing, and other GxP areas.  

Get in touch with our team to optimize your GxP processes today!