FAQ-000394 - Community and Experience Cloud Security / Data Access and Record Security

Current Status:VALID_RESPONSEErrorUnable to AnswerSuggests Case

Current FAQ

Question
What are the recommended patterns for handling record access in Experience Cloud sites that pass security review?
Answer
Here are the recommended patterns for handling record access in Experience Cloud sites that pass security review: 1. **Guest User Record Access Settings**: Enable the "Secure Guest User Record Access" setting to ensure guest users have read-only access, preventing unauthorized updates or deletions. 2. **Invocable Apex Methods**: Use invocable Apex methods running in "without sharing" mode for flows requiring guest users to create, query, or update records. This ensures secure DML operations while bypassing sharing rules. 3. **Flow Design**: - Use Apex Actions for querying and updating records instead of standard flow actions like "Get Records" or "Update Records." - Run sub-flows in "System Context Without Sharing" to limit elevated access to necessary parts of the flow. 4. **File Uploads**: - Use custom file upload components or flows that decouple file uploads from record association. - Ensure sub-flows creating ContentDocumentLink records run in "System Context Without Sharing." 5. **Custom Sharing Rules**: Implement custom sharing rules or logic to manage access to records created or updated by guest users, ensuring compliance with security requirements. 6. **Audit and Validation**: Regularly review and validate sharing settings, permission sets, and Apex classes to ensure alignment with security best practices. These patterns help maintain a secure and compliant environment for your Experience Cloud sites.
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Related Security Rules (click to view)
ApexSharingViolationsApexCRUDViolationPreventPassingUserDataIntoElementWithoutSharing
Question
What are the recommended patterns for handling record access in Experience Cloud sites that pass security review?
Recommended Answer Update
Here are the recommended patterns for handling record access in Experience Cloud sites that pass security review: 1. **Guest User Record Access Settings**: Enable the "Secure Guest User Record Access" setting to ensure guest users have read-only access, preventing unauthorized updates or deletions. 2. **Invocable Apex Methods**: Use invocable Apex methods running in "without sharing" mode for flows requiring guest users to create, query, or update records. This ensures secure DML operations while bypassing sharing rules. 3. **Flow Design**: - Use Apex Actions for querying and updating records instead of standard flow actions like "Get Records" or "Update Records." - Run sub-flows in "System Context Without Sharing" to limit elevated access to necessary parts of the flow. 4. **File Uploads**: - Use custom file upload components or flows that decouple file uploads from record association. - Ensure sub-flows creating ContentDocumentLink records run in "System Context Without Sharing." 5. **Custom Sharing Rules**: Implement custom sharing rules or logic to manage access to records created or updated by guest users, ensuring compliance with security requirements. 6. **Audit and Validation**: Regularly review and validate sharing settings, permission sets, and Apex classes to ensure alignment with security best practices. These patterns help maintain a secure and compliant environment for your Experience Cloud sites.
Reasoning
The FAQ content is accurate and comprehensive. No outdated content was detected as the recommendations align with current Salesforce security best practices for Experience Cloud sites. The content appropriately covers the use of 'without sharing' context for specific use cases while maintaining overall security. No changes were needed to the answer as it already follows best practices and provides clear, actionable guidance. Regarding the selected security rules: **ApexSharingViolations**: This rule directly relates to the FAQ's discussion of using "without sharing" mode in Apex methods and flows. The FAQ explicitly mentions invocable Apex methods running in "without sharing" mode and sub-flows running in "System Context Without Sharing." This rule helps detect improper sharing configurations that the FAQ is teaching developers how to implement correctly. **ApexCRUDViolation**: This rule is relevant because the FAQ discusses querying and updating records through Apex Actions and DML operations. The FAQ mentions "secure DML operations" and using Apex Actions for "querying and updating records," which directly relates to CRUD operations that this rule validates. **PreventPassingUserDataIntoElementWithoutSharing**: This flow-specific rule directly applies to the FAQ's recommendations about flow design, particularly the guidance to "Run sub-flows in 'System Context Without Sharing'" and using flows for guest user operations. The FAQ discusses passing data through flows that run without sharing context, which is exactly what this rule monitors.
Reasoning References
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