> For the complete documentation index, see [llms.txt](https://cortex-docs.paloaltonetworks.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cortex-docs.paloaltonetworks.com/cortex-cloud-runtime-security/cortex-cloud-data-sources-and-connectors/vendor-specific-data-sources/salesforce/ingest-and-run-salesforce-automation-and-remediation.md). # Salesforce connector Cortex Cloud provides three primary 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 XSIAM to rotate expired tokens and stay connected 24/7 without manual login. * **Data Security:** Scan and protect Salesforce data including files, attachments, and records. This capability is available with any active Cortex XSIAM, Cortex Cloud Posture Security, Cortex Cloud Runtime Security, or Cortex Data Security license. * **Identity Posture:** Maintain visibility and control over Salesforce identities, including users, groups, roles, and granular permissions. This capability is available with any active Cortex XSIAM, Cortex Cloud Posture Security, Cortex Cloud Runtime Security, or Cortex Data Security license. * **Security Posture:** Detect, monitor and alert on settings of your SaaS application. This capability is available with any active Cortex XSIAM or Cortex Cloud Posture Security license. * **saas-posture-config-remediation:** Help remediate the misconfigured security settings of your SaaS application. This sub-capability is available with any active Cortex XSIAM or Cortex Cloud Posture Security license. Cortex Cloud 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 capabilities currently available in the wizard and the integrations it uses for each.
CapabilityFunctionalityUse CasesUnderlying Integrations Used
Data SecurityScan and protect Salesforce data including files, attachments, and records.
  • Sensitive data discovery: Identify PII, PCI, or PHI stored in Salesforce objects or Chatter messages to ensure compliance.
  • Malware prevention: Scan file uploads and attachments in real time to prevent malicious content from spreading within the CRM.
  • Exposure monitoring: Detect and alert on data shared with external collaborators or inadvertently made public.
N/A
Automation and RemediationExecute 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)
Identity PostureMaintain visibility and control over SaaS-based identities, including users, groups, roles, and granular permissions.

• Overprivileged account detection: Identify and remediate users with administrative or "View All Data" permissions that exceed their job requirements.

• Dormant account cleanup: Surface inactive or stale user accounts to reduce the attack surface and optimize licensing costs.

• Local account investigation: Detect accounts created directly in Salesforce rather than through the organization's sanctioned Identity Provider (IdP).

• MFA compliance: Monitor for human or non-human identities accessing Salesforce without strong multi-factor authentication.

N/A
{% hint style="info" %} **Prerequisite** Cortex Cloud * 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. * 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** Salesforce requirements depend on the capabilities you use: **Security Posture 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 prerequisites** Requires the Full System Admin permission enabled in Salesforce. {% endhint %} ### How to configure the Salesforce connector Perform the following procedures in the order that they appear, below. #### Task 1. Configure the Salesforce External Client App Salesforce is deprecating "Connected Apps"; it is recommended to use an External Client App. 1. In Salesforce, 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://login.salesforce.com/services/oauth2/callback` * `https://{tenant external URL}.paloaltonetworks.com/configuration/data-sources` 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](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_client_credentials_flow.htm\&type=5). 7. Click Save, then Continue. #### Task 2. Retrieve credentials 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 Cloud), 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 Cloud 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 1. On the Setup page, search for External Client App Manager. 2. Find your application (the one that you defined for Cortex Cloud), 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 OAuth 2.0 Configure the OAuth 2.0 application to call the Salesforce.com 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](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_client_credentials_flow.htm\&type=5). * Web server flow: For more information, see [OAuth 2.0 Web Server Flow](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_web_server_flow.htm\&language=en_US\&type=5). #### 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](/gateway-guide/egress-configurations.md). 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).

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 Cloud can successfully authenticate and execute commands against your Salesforce environment. #### Task 6. Configure Cortex Cloud 1. In Cortex Cloud, navigate to **Settings** → **Data Sources & Integrations**. 2. Click **+ Add new**. 3. In the **Add Data Source** 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: * Data Security: Scan and protect Salesforce data including files, attachments, and records. \\

Note

To select this capability, you must first select the Identity Posture capability.

* 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. * Security Posture: Detect, monitor and alert on settings of your SaaS application. It includes a sub-capability to remediate misconfigured security settings. * Identity Posture: Maintain visibility and control over SaaS-based identities, including users, groups, roles, and granular permissions. 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**. {% hint style="warning" %} ### **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. {% endhint %} 3. Select **Recommended** or **Advanced**. * **Recommended** applies he suggested authentication method for all capabilities. * **Advanced** enables configuring unique credentials for each capability individually. 4. Authenticate using the **OAuth 2.0 Web Server Flow** or **OAuth 2.0 Client Credentials**. * For more information about the web server flow, see [OAuth 2.0 Web Server Flow](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_web_server_flow.htm\&language=en_US\&type=5). * For more information about the client credentials flow, see [Configure an External Client App OAuth 2.0 Client Credentials Flow](https://help.salesforce.com/s/articleView?id=xcloud.remoteaccess_oauth_client_credentials_flow.htm\&type=5). 5. 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. * **Under Security Posture:** * **Sync Interval**: Defines how often the system checks your cloud environment for security risks, misconfigurations, and compliance updates. More frequent syncs may impact API rate limits. The default is every 15 minutes. * **Application Tag**: Assigns a category to your cloud resources based on their operational purpose. This helps you filter security alerts and apply different compliance policies to specific environments. The default is None. **Summary tab** A confirmation is displayed that your Salesforce instance is successfully connected and a real-time status of the security capabilities activated (if relevant). You can edit and test an existing instance after a successful initial connection between Salesforce and Cortex Cloud by clicking Test. Once you confirm the summary details, click Create instance. **Task 6. (Optional) Edit or test existing Salesforce instance settings** You can edit and test an existing instance after a successful initial connection between Salesforce and Cortex Cloud. Do this by clicking Test. {% hint style="warning" %} **Important** If a “connected application” for Cortex Cloud data collection already exists, you are not required to migrate to an “External Client App”, but since Connected Applications are deprecated by Salesforce, it is recommended to migrate. {% endhint %} ### **Automation and remediation commands** Once the wizard configuration is complete and the connection is established, you can use the following commands in your playbooks or the War Room: * General Salesforce and record operations * `salesforce-search-records`: Search for specific Salesforce records. * `salesforce-get-object` / `salesforce-create-object`: Read or create Salesforce objects. * `salesforce-get-org`: Returns organization details based on a case number. * Case management * `salesforce-create-case`: Create a new case using a subject and status. * `salesforce-get-case` / `salesforce-get-case-information`: Retrieve detailed information about a specific case. * `salesforce-post-casecomment` / `salesforce-get-casecomment`: Post or return comments on a specific case. * Chatter operations * `salesforce-add-comment-to-chatter`: Add a comment or link to a Chatter subject. * `salesforce-push-comment-threads`: Add a comment directly to a specific Chatter thread. * Identity and Access Management (IAM) operations * `iam-create-user`: Create a new active user profile. * `iam-update-user`: Update existing user profile data. * `iam-get-user`: Retrieve a single user resource via identifier or case number. * `iam-disable-user`: Disable an active employee user profile - Security Posture: (Cloud Posture license only) Enables detecting, monitoring, and alerting on your cloud application settings. --- # Agent Instructions This documentation is published with GitBook. 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