FAQ-000410 - Complex Architecture and Multi-Platform Security Review / Security Considerations for External Integrations

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Current FAQ

Question
What are the security considerations and review process for applications that integrate with external services and API connectors?
Answer
For applications that integrate with external services and API connectors, the following security considerations and review process apply: **Security Considerations:** 1. **Third-Party SSO**: If using a third-party Single Sign-On (SSO) provider, both the application and the provider will be reviewed for secure implementation. 2. **Credential Storage**: - **Client Applications**: Credentials must not be stored in clear text or insecure locations (e.g., property files or logs). Use vendor-provided keychains or keystores. - **Server Applications**: Encrypt credentials using AES-128 or higher, and store encryption keys securely, separate from the database layer. 3. **Secure Communication**: All callouts to external services must use HTTPS to ensure secure data transmission. 4. **Sensitive Data Handling**: Avoid writing sensitive data, including authentication credentials, to debug logs or storing them in unencrypted form. 5. **Static and Dynamic Resources**: Store static resources in the static resources folder. Ensure dynamic resources loaded from third parties do not result in dynamic content. 6. **Session Management and Secure Coding**: Follow proper session management and secure coding practices to prevent vulnerabilities like SOQL injection or insecure data storage. **Review Process:** 1. **Full Scope Testing**: The review covers the entire solution, including external endpoints interacting with Salesforce data. 2. **Secure Data Transfer**: External endpoints must securely transfer credentials and data, adhering to security guidelines. 3. **Penetration Testing and Scans**: These endpoints undergo penetration testing and automated security scans. 4. **Partner Testing**: Partners must conduct their own testing, document false positives, and resolve vulnerabilities before submission. 5. **Third-Party Permissions**: Permissions must be obtained for testing any third-party endpoints. 6. **Submission and Feedback**: Applications are submitted via the AppExchange Partner Console, where the status can be tracked, and feedback addressed. 7. **Vulnerability Remediation**: Any identified vulnerabilities must be fixed, and a follow-up review may be required. These measures are critical to maintaining the security of applications with external integrations and ensuring the protection of customer data.
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Related Security Rules (click to view)
ApexBadCryptoApexInsecureEndpointApexSuggestUsingNamedCredAvoidHardcodedCredentialsInFieldDeclsAvoidHardcodedCredentialsInHttpHeaderAvoidHardcodedCredentialsInVarAssignAvoidHardcodedCredentialsInVarDeclsAvoidInsecureHttpRemoteSiteSettingAvoidDisableProtocolSecurityRemoteSiteSettingUseHttpsCallbackUrlConnectedAppApexSOQLInjectionApexCRUDViolationApexSharingViolations
Question
What are the security considerations and review process for applications that integrate with external services and API connectors?
Recommended Answer Update
For applications that integrate with external services and API connectors, the following security considerations and review process apply: **Security Considerations:** 1. **Third-Party SSO**: If using a third-party Single Sign-On (SSO) provider, both the application and the provider will be reviewed for secure implementation. 2. **Credential Storage**: - **Client Applications**: Credentials must not be stored in clear text or insecure locations (e.g., property files or logs). Use vendor-provided keychains or keystores. - **Server Applications**: Encrypt credentials using strong encryption (AES-128 or higher), and store encryption keys securely, separate from the database layer. Consider using Named Credentials for secure credential management. 3. **Secure Communication**: All callouts to external services must use HTTPS to ensure secure data transmission. 4. **Sensitive Data Handling**: Avoid writing sensitive data, including authentication credentials, to debug logs or storing them in unencrypted form. 5. **Static and Dynamic Resources**: Store static resources in the static resources folder. Ensure dynamic resources loaded from third parties don't result in dynamic content. 6. **Session Management and Secure Coding**: Follow proper session management and secure coding practices to prevent vulnerabilities like SOQL injection or insecure data storage. **Review Process:** 1. **Full Scope Testing**: The review covers the entire solution, including external endpoints interacting with Salesforce data. 2. **Secure Data Transfer**: External endpoints must securely transfer credentials and data, adhering to security guidelines. 3. **Penetration Testing and Scans**: These endpoints undergo penetration testing and automated security scans. 4. **Partner Testing**: Partners must conduct their own testing, document false positives, and resolve vulnerabilities before submission. 5. **Third-Party Permissions**: Permissions must be obtained for testing any third-party endpoints. 6. **Submission and Feedback**: Applications are submitted via the AppExchange Partner Console, where the status can be tracked, and feedback addressed. 7. **Vulnerability Remediation**: Any identified vulnerabilities must be fixed, and a follow-up review may be required. These measures are critical to maintaining the security of applications with external integrations and ensuring the protection of customer data.
Reasoning
The FAQ content is comprehensive and accurate, requiring only minor clarifications. I made two small improvements: 1) Enhanced the credential encryption guidance by specifying 'strong encryption' and mentioning Named Credentials as a best practice option, and 2) Fixed a grammatical issue by changing 'do not result' to 'don't result' for better readability. The security rules I selected directly relate to the FAQ content: ApexBadCrypto relates to the encryption requirements mentioned, ApexInsecureEndpoint and AvoidInsecureHttpRemoteSiteSetting relate to the HTTPS requirement, multiple credential-related rules (AvoidHardcodedCredentialsInFieldDecls, AvoidHardcodedCredentialsInHttpHeader, etc.) relate to the credential storage section, ApexSuggestUsingNamedCred relates to the Named Credentials recommendation, UseHttpsCallbackUrlConnectedApp relates to secure communication, and ApexSOQLInjection/ApexCRUDViolation/ApexSharingViolations relate to the secure coding practices mentioned.
Reasoning References