Salesforce connector

Use Salesforce connector data for Cortex AgentiX.

Cortex AgentiX provides different methods for connecting to your Salesforce instance. Your choice depends on whether you need to ingest security event logs for monitoring, use the guided wizard setup for integrated services, or deploy specific legacy content packs for niche workflows.

Product availability and licensing

Secure configurations, monitor identity risks, and automate threat remediation across your Salesforce environment.

This connector includes the following capabilities and sub-capabilities (if applicable):

• Automation and Remediation: Automate identity lifecycle management including user provisioning, updates, and access control. This capability is available with any active Cortex AgentiX, Cortex Cloud Runtime Security, Cortex XSIAM, Cortex XDR, or Cortex Cloud license. Requires the following OAuth scopes:

  • Access and manage your data (api) Required for all standard operations on Cases, Users, Indicators, and Custom Objects (Fusion). Covers REST API queries and searches.

  • Access and manage your Chatter data (chatter_api) Required specifically for SOC playbooks that post comments and thread replies to the Salesforce Chatter feed.

  • Perform requests on your behalf at any time (refresh_token) Essential for background automation. Allows Cortex AgentiX to rotate expired tokens and stay connected 24/7 without manual login.

Cortex AgentiX can ingest identity metadata, login history, audit trails, and security monitoring events from Salesforce via capabilities to help you secure user identities, monitor for real-time threats, and automate issue response. To simplify setup, a wizard enables you to select specific capabilities based on your operational needs. The wizard then automatically identifies and provisions the underlying integrations required to support these capabilities.

The following table outlines the capability currently available in the wizard and the sub-capabilities it uses for it.

Capability	Functionality	Use Cases	Underlying Sub-capabilities Used
Automation and Remediation	Execute automations and commands across Salesforce and its Identity Access Management (IAM) services.	Real-time investigations Automated playbook workflows Employee lifecycle management	Salesforce (CRM services) Salesforce IAM (Identity operations)

Prerequisite

Cortex AgentiX tenant

• RBAC permissions: Requires View/Edit permissions for Log Collections, Data Sources, and Integrations (under Configurations & Data Collections).

• Content packs: Ensure the Salesforce and Base content packs are installed or updated to the latest version.

• Store credentials (optional): You can configure vault credentials to securely manage and reuse authentication data across multiple sub-capabilities under Settings → Configurations → Integrations → Credentials.

• Gateway permissions: Requires Account Admin or Instance Administrator permissions for configuring egress settings in the Cortex Gateway to allow communication with your Salesforce Domain URL.

Salesforce environment

Salesforce requirements depend on the capabilities you use:

Security Posture capability prerequisites

Requires the following permissions enabled in Salesforce:

• API Enabled

• Enable Chatter

• Modify All Data

• Query All Files

• View All Users, Manage Users, and Monitor Login History: These can be added by creating/modifying a Permission Set or enabling them via the user's Profile.

  Note

  Manage Users is only required if User Sharing is not enabled.

• (Optional) Ensure the region-specific IP addresses are added to the allowed list on your NGFW or Prisma Access tenant.

Automation and Remediation capability prerequisites

Requires the Full System Admin permission enabled in Salesforce.

How to configure the Salesforce connector

Perform the following procedures in the order that they appear, below.

Task 1. Configure the external client app in Salesforce

Salesforce is deprecating "Connected Apps"; it is recommended to use an external client app.

1. On the Setup page, search for App Manager and click New External Client App.

2. Provide a name (such as panw_cortex_integration), and your email address (used to retrieve the Consumer Key and Consumer Secret).

3. Under API (enable OAuth settings), select Enable OAuth.

4. Enter the following Callback URLs on separate lines (replacing {tenant external URL} with your tenant name):

   • https://{your-salesforce-domain}.my.salesforce.com/services/oauth2/callback

   • https://{tenant external URL}.paloaltonetworks.com/configuration/data-sources

   Note

   Do not use the generic login.salesforce.com address if your organization uses a custom Salesforce domain or a sandbox. You must replace {your-salesforce-domain} with your specific Salesforce instance name (for example, acme-inc.my.salesforce.com) to ensure proper authentication redirection.

5. Select these OAuth Scopes:

   • Access and manage your Chatter data (chatter_api)

   • Manage user data via APIs (api)

   • Perform requests at any time (refresh_token, offline_access)

6. Enable only these checkboxes after OAuth Scopes: Require Secret for Web Server Flow, Require Secret for Refresh Token Flow, and Enable Client Credentials Flow. For more information, see Salesforce Client Credentials Flow.

7. Click Save, then Continue.

Task 2. Retrieve credentials in Salesforce

Consumer Key will be used for client_id, and Consumer Secret will be used for client_secret in OAuth 2.0.

1. On the Setup page, search for External Client App Manager.

2. Find your application (the one that you defined for Cortex AgentiX), click the arrow button in the last column, and select Edit Settings.

3. In the OAuth Settings area, click Consumer Key and Secret.

4. Go back to the Salesforce Verify Your Identity page, paste the code received via email in the Verification Code box, and click Verify. One of the following will happen:

   • The Consumer Key and Consumer Secret will be sent to the email address that you configured earlier for the Cortex AgentiX External Client App.

   • On the Salesforce External Client App Name page, the Consumer Details area will display the Consumer Key and Consumer Secret, and you will be able to copy them from here when required in the following procedures.

Task 3. Configure the refresh token expiration policy in Salesforce

1. On the Setup page, search for External Client App Manager.

2. Find your application (the one that you defined for Cortex AgentiX), click the arrow button in the last column, and select Edit Policies.

3. In the OAuth Policies area:

   • Under Plugin Policies - Permitted Users, select All users can self-authorize.

   • Set the refresh token policy to Expire refresh token if not used for specific time (recommended). For example, select this option and set it for 7 days.

Task 4. Configure the OAuth 2.0 application for Salesforce

Configure OAuth 2.0 authentication to call the Salesforce API with one of the following flows:

• Client credentials flow: For more information, see Configure an External Client App OAuth 2.0 Client Credentials Flow.

• Web server flow: For more information, see OAuth 2.0 Web Server Flow.

Task 5. Configure egress in Cortex Gateway

An Account Admin or Instance Administrator must configure egress settings in the Cortex Gateway to allow communication with your Salesforce Domain URL. For more information, see Egress Configurations.

1. Log in to the Cortex Gateway with Account Admin or Instance Administrator permissions and click Permission Management.

2. From the side menu, select Egress Configurations.

3. In the TENANT dropdown, select the tenant where you are configuring the Salesforce integration.

4. Click +Path to initiate a new path request.

5. In the New Path dialog box, configure the following:

   • Requester: In the dropdown, select the requester from the list of users.

   • Flow: In the dropdown, select the appropriate data service option for a generic webhook/host out (or Salesforce if it is explicitly listed).

   • Path: Enter the domain name or host of your Salesforce instance (for example, your-company.my.salesforce.com).

     Note

     Do not include https:// or trailing slashes.

6. Click Add to create the path. Once the status of the path shows as Approved in the Egress Configuration table, Cortex AgentiX can successfully authenticate and execute commands against your Salesforce environment.

Task 6. Configure the Salesforce connector in Cortex AgentiX

1. Navigate to Settings → Data Sources & Integrations.

2. Click + Add new.

3. In the Add Data Sources or Integrations page, search for Salesforce.

4. Under Recommended, hover over the new Salesforce integration and click Add Instance to launch the Salesforce wizard. The new Salesforce connector has the description: Salesforce CRM services for identity management, automation, remediation and SaaS Posture Security.

5. Set up your Salesforce instance by following the wizard steps in the following tabs.

Capabilities tab

Configure the following.

1. Instance name: Enter a unique name for your instance.

2. Select capabilities: Choose the required instance functionality:

   • Automation and Remediation: Enables executing commands, running automated workflows, managing cases, updating Chatter, or executing access control and CRUD (create, read, update, delete) operations across Salesforce and its IAM services. This capability includes commands for automation and remediation.

3. Click Next.

Connection tab

Enter credentials to securely authorize the connection.

1. Domain URL: Copy the URL from your browser's address bar while logged into Salesforce and paste it into this field. This must be identical to the domain URL defined in the Cortex Gateway egress configuration in the Path field as explained in Task 5. If you did not configure egress in Cortex Gateway, you will get an error during verification. You can continue with instance configuration without verifying and set up egress at a later point.

2. Click Apply.

Important

You cannot proceed with the authentication configuration until you provide a domain URL and click Apply. When you click Apply, the instance is connected to a unique URL in Salesforce, and it cannot be changed. To change it, you need to exit the wizard and start over.

1. Select Recommended or Advanced.

   • Recommended applies the suggested authentication method for all capabilities.

   • Advanced enables configuring unique credentials for each capability individually.

2. Authenticate using OAuth 2.0 client credentials, vault credentials, or OAuth 2.0 web server.

   • For more information about the client credentials flow, see Configure an External Client App OAuth 2.0 Client Credentials Flow.

   • To use stored credentials, click Select credentials and choose a saved Credential from the drop down.

   • For more information about the web server flow, see OAuth 2.0 Web Server Flow.

3. Click Done for each authentication method.

Configuration tab

Configure the following.

• Under Automation and remediation:

  • Allow creating users, Allow updating users, Allow enabling users, and Allow disabling users: Toggle these specific user permissions on or off. You can also choose to automatically create a user if they are not found during an update command.

  • Default Locale SID Key: Choose how dates, times, numbers, and currency are displayed throughout the application based on your geographic region. The default is en_US.

  • Default Email Encoding Key: Sets the standard used to display characters in your outgoing emails. This ensures that special characters, symbols, and different languages appear correctly for your recipients. The default is ISO-8859-1.

  • Integration Log Level: Possible values are Off (default), Debug, and Verbose.

Summary tab

A confirmation message shows that your Salesforce instance is successfully connected, with a list of relevant capabilities and sub capabilities statuses.

Once you confirm the summary details, click Save instance.

Task 7. (Optional) Edit or test existing Salesforce instance settings in Cortex AgentiX

You can edit and test an existing instance after a successful initial connection between Salesforce and Cortex AgentiX. Do this by clicking Test.

Important

If a “connected application” for Cortex AgentiX data collection already exists, there is no obligation to migrate to an “External Client App” - but as Connected Applications are deprecated by Salesforce, it is recommended to migrate.