Cortex Cloud provides a guided wizard for connecting to your Salesforce instance.
For integrated CRM & Security Services: Use the data source wizard to provision integrations for automation, remediation, identity management, and security posture in a single workflow.
The following table describes how the Salesforce data source wizard works.
Salesforce vendor | Description | Note |
|---|---|---|
Data Source Wizard | Ingests data using the Salesforce content pack to provide full CRM services for identity, automation, remediation, and security posture. Includes the following integrations:
For more information, see Ingest and run Salesforce automation and remediation. | The wizard automatically selects and provisions the correct underlying integration based on the specific functional capabilities you choose. |