Integration guide
Security and Identity
Connect CrowdStrike endpoint security data to Salesforce Agentforce
CrowdStrike is the endpoint detection and response platform that security teams use to detect, investigate, and respond to threats across devices and cloud workloads. For managed security service providers, cybersecurity consultancies, and enterprise security teams, CrowdStrike's detection and alert data is central to the security service delivered to customers. Salesforce holds the commercial and account record for those customers. When a security incident is detected in CrowdStrike for a managed customer, the service team needs to know which Salesforce account is affected, their contact escalation path, and their SLA commitments. When Emerge Digital connects CrowdStrike to Agentforce, security detection context flows into the commercial service workflow — so the response is coordinated from the moment of detection, not after a manual relay from the SOC to the account team.
Discuss your CrowdStrike integrationThe opportunity
What the connection unlocks
- Detection and alert context readable in service conversations: when a managed customer contacts their security provider about a CrowdStrike alert, an agent can read the detection details — the affected endpoint, the threat type, the severity, and the current investigation status — and provide the customer with a specific response grounded in the actual detection data.
- Security incident triggers account team notification: when a CrowdStrike detection is classified as a high-severity incident for a managed customer, an agent can identify the Salesforce account, notify the account manager, and create a case with the incident details — so the account team is engaged from the moment the SOC begins responding.
- Endpoint coverage and licence status for managed security clients: CrowdStrike's sensor coverage data shows which endpoints are protected and whether licence coverage is complete — an agent can surface coverage gaps in account briefings or renewal conversations so the commercial team can address them alongside the renewal discussion.
- Incident resolution triggers account follow-up: when a CrowdStrike incident is closed after investigation and remediation, an agent can create a Salesforce task for the account manager to follow up with the customer — so the post-incident account relationship is managed proactively rather than left on the incident close record.
Illustrative workflows
Where it can make a difference
These scenarios explain possible workflows. They are not claims of delivered client results; licensing, permissions and feasibility are confirmed during discovery.
Managed customer calls about a CrowdStrike alert — agent has the context
A managed security customer calls their service provider asking about a CrowdStrike alert on a device in their finance department. The agent reads the CrowdStrike detection — a credential-harvesting attempt was blocked, the device is quarantined, and the SOC analyst is reviewing the process tree. The agent communicates accurately: the threat was blocked, the device is isolated, and the analyst will have a full report within two hours. No manual relay from the SOC needed.
High-severity incident triggers the account team
CrowdStrike classifies a detection as a critical incident for a managed enterprise customer. The agent reads the detection, identifies the Salesforce account, creates a high-priority case, notifies the account manager and the customer's designated security contact, and confirms that the SLA for a critical incident response is active. The account team is engaged from the moment the SOC begins its response.
Renewal briefing includes endpoint coverage context
An account manager is preparing for an enterprise customer's annual security service renewal. The agent reads the CrowdStrike sensor deployment for the customer's environment — 94% of known endpoints are protected, with a coverage gap on a recently acquired subsidiary that has not been onboarded to the platform. The renewal briefing includes this gap as a specific upsell item alongside the standard licence renewal.
Why not CrowdStrike's native integrations?
CrowdStrike integrates with SOAR platforms, SIEMs, and ticketing systems to route detections and support investigation workflows within the security operations stack. These integrations are well-suited to the internal SOC workflow. What they do not provide is CrowdStrike detection and threat context queryable by a Salesforce Agentforce agent during a customer service conversation: a service agent cannot ask CrowdStrike's integrations for the current status of a specific detection for a managed customer, identify the Salesforce account affected by a critical incident, or surface endpoint coverage gaps in a renewal briefing from within the commercial workflow. Emerge Digital builds the retrieval and coordination layer that makes CrowdStrike intelligence available to agents at the customer-facing service layer.
Journey fit
Connect the workflow to the outcome.
CrowdStrike's Agentforce integration is most relevant for managed security service providers and enterprise security teams that manage customer security relationships through Salesforce. The integration is active throughout the active security service relationship — from incident response to renewal — and is most critical at the moments of active detection and incident response where the speed of the account team's engagement affects the customer experience.
Delivery
Built around your environment.
Emerge Digital connects CrowdStrike to Salesforce Agentforce as a consulting engagement. We map which CrowdStrike detection types, severity levels, and data points are relevant to customer-facing service workflows, configure the high-severity detection triggers that notify account teams and create Salesforce cases, build the detection retrieval interface for service agents, and set the access boundaries that govern which agents can read security data for which accounts. The integration is designed around your CrowdStrike environment and your organisation's security service delivery model.
Explore AI and automationPractical questions
Before we connect.
Can the agent quarantine endpoints or respond to threats in CrowdStrike?
By design, threat response actions stay with the security operations team. Agents read detection and alert data and coordinate the customer communication and account team notification; they do not contain endpoints, delete malicious files, or take response actions in CrowdStrike on behalf of the SOC.
We use a different EDR — SentinelOne, Microsoft Defender, or Carbon Black — can you connect those instead?
Yes. The managed security integration use case — endpoint detection context in customer service conversations and incident-triggered account team coordination — applies to other EDR platforms. Emerge builds to the endpoint security platform your SOC uses.
Does this integration require CrowdStrike Falcon Complete or does it work with the standard platform?
The integration works with the CrowdStrike Falcon platform's API, which is available across Falcon tiers. Falcon Complete is the fully managed MDR tier; organisations on standard Falcon plans also have API access to detection data. The specific data available to agents depends on which Falcon modules are licensed.
How long does a CrowdStrike + Agentforce integration take?
A focused engagement typically runs four to six weeks: mapping which CrowdStrike detection types and severity levels are in scope, configuring the incident-triggered account notification and case creation, building detection context retrieval for service agents, and testing incident response, renewal briefing, and post-incident follow-up workflows.
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