Salesforce - Learn more about the Salesforce data source and collector in Cortex XDR. - Administrator Guide - Cortex XDR - Cortex - Security Operations

Cortex XDR 5.x Documentation

Product
Cortex XDR
License
XDR + Cloud
Creation date
2025-07-13
Last date published
2026-06-11
Category
Administrator Guide
Abstract

Learn more about the Salesforce data source and collector in Cortex XDR.

Cortex XDR provides two methods for connecting to your Salesforce instance. Your choice depends on whether you want to ingest security event logs for monitoring, or use the guided wizard setup for integrated services.

  • For event monitoring: Use the standard collector to stream security logs and audit trails into XSIAM datasets for continuous investigation.

  • 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 compares the Salesforce data sources based on the specific data they ingest and their functional roles.

Salesforce vendor

Description

Note

Standard Collector

Forward collected Audit Trail and Security Monitoring event logs from Salesforce to Cortex XDR using the Salesforce data source.

Ingests Audit Trail and Security Monitoring event logs, including:

  • Login history

  • Setup audit trail

  • Flow Execution events

  • Transaction Security events

  • Content Distribution events

  • Package Install events

For more information, see Ingest logs and data from Salesforce.Ingest logs and data from Salesforce

Use the standard collector when your goal is strictly to ingest security and event logs continuously for search and correlation.

The standard collector is not a Marketplace integration and is not covered currently by the data source wizard.

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:

  • Salesforce IAM: Performs Identity Lifecycle Management operations.

  • Salesforce: Provides CRM services.

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.