FAQ-000534 - Custom Settings and Configuration Security / Security Review and Compliance

Current Status:VALID_RESPONSEErrorUnable to AnswerSuggests Case

Current FAQ

Question
How can I demonstrate that custom metadata security controls are equivalent to standard Salesforce security?
Answer
To demonstrate that custom metadata security controls are equivalent to standard Salesforce security in the AppExchange Security Review: 1. **Use Protected Custom Metadata**: Ensure sensitive information is stored in protected custom metadata, which is inaccessible outside the managed package. 2. **Document Usage and Security**: Clearly explain how the custom metadata is used and secured, including any encryption mechanisms. 3. **Align with Salesforce Guidelines**: Provide detailed explanations in your security review submission about how your implementation adheres to Salesforce's security standards. 4. **Address Security Scan Results**: Include security scan reports, address flagged issues, and explain any false positives. 5. **Leverage Built-in Security Features**: Highlight the use of Salesforce's built-in security features like encryption, access controls, and permission sets to show compliance with standard security measures. This approach ensures your custom metadata security controls align with Salesforce's security standards.
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Related Security Rules (click to view)
ApexCRUDViolationApexSharingViolationsProtectSensitiveData
Question
How can I demonstrate that custom metadata security controls are equivalent to standard Salesforce security?
Recommended Answer Update
To demonstrate that custom metadata security controls are equivalent to standard Salesforce security in the AppExchange Security Review: 1. **Use Protected Custom Metadata**: Ensure sensitive information is stored in protected custom metadata, which is inaccessible outside the managed package. 2. **Document Usage and Security**: Clearly explain how the custom metadata is used and secured, including any encryption mechanisms. 3. **Align with Salesforce Guidelines**: Provide detailed explanations in your security review submission about how your implementation adheres to Salesforce's security standards. 4. **Address Security Scan Results**: Include security scan reports, address flagged issues, and explain any false positives. 5. **Leverage Built-in Security Features**: Highlight the use of Salesforce's built-in security features like encryption, access controls, and permission sets to show compliance with standard security measures. This approach ensures your custom metadata security controls align with Salesforce's security standards.
Reasoning
The existing FAQ content is accurate and well-structured, with no outdated technical information or security misconceptions detected. The content correctly emphasizes protected custom metadata, proper documentation, alignment with Salesforce guidelines, addressing security scans, and leveraging built-in security features. No substantial changes were needed to the answer structure or content. I selected three related security rules: ApexCRUDViolation relates to the FAQ's emphasis on 'access controls' and ensuring proper data access security, which is fundamental when implementing custom metadata security controls. ApexSharingViolations connects to the FAQ's mention of 'permission sets' and overall security measures that need to align with Salesforce standards. ProtectSensitiveData directly relates to the FAQ's core focus on storing 'sensitive information' securely in protected custom metadata and using 'encryption mechanisms' - this rule is specifically about protecting sensitive data, which is the main purpose of the security controls discussed in this FAQ.
Reasoning References