FAQ-000712 - Data Storage and Encryption Security / Secure Storage Best Practices

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Current FAQ

Question
How can I properly secure sensitive data storage in Salesforce applications?
Answer
To properly secure sensitive data storage in Salesforce applications, follow these best practices: 1. **Use Protected Custom Settings or Metadata**: Store sensitive data like API keys, passwords, and cryptographic keys in protected custom settings or metadata fields. 2. **Encrypt Data**: Encrypt sensitive data before storing it in custom objects, and keep the encryption key in a protected custom setting or metadata field. 3. **Avoid Public Storage**: Do not store sensitive data in public custom settings, metadata, or unencrypted fields. 4. **Use Salesforce Cryptography APIs**: Leverage Salesforce's Apex Crypto APIs for encryption and decryption instead of custom cryptography. 5. **Set Proper Permissions**: Restrict access to fields containing encrypted data to authorized users only. 6. **Avoid Logging Sensitive Data**: Do not log sensitive information like secrets or credentials in debug logs or production environments. 7. **Secure Client Applications**: Use secure storage mechanisms like keychains or password managers for client-side applications, avoiding direct storage in browser-based apps. 8. **Follow Least Privilege Principle**: Grant users only the permissions they need to perform their tasks. These steps will help you mitigate risks and ensure secure handling of sensitive data.
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Related Security Rules (click to view)
ApexBadCryptoApexSuggestUsingNamedCredAvoidHardcodedCredentialsInFieldDeclsAvoidHardcodedCredentialsInVarDeclsAvoidHardcodedCredentialsInVarAssignProtectSensitiveData
Question
How can I properly secure sensitive data storage in Salesforce applications?
Recommended Answer Update
To properly secure sensitive data storage in Salesforce applications, follow these best practices: 1. **Use Protected Custom Settings or Metadata**: Store sensitive data like API keys, passwords, and cryptographic keys in protected custom settings or metadata fields. 2. **Encrypt Data**: Encrypt sensitive data before storing it in custom objects, and keep the encryption key in a protected custom setting or metadata field. 3. **Avoid Public Storage**: Don't store sensitive data in public custom settings, metadata, or unencrypted fields. 4. **Use Salesforce Cryptography APIs**: Leverage Salesforce's Apex Crypto APIs for encryption and decryption rather than custom cryptography. 5. **Set Proper Permissions**: Restrict access to fields containing encrypted data to authorized users only. 6. **Avoid Logging Sensitive Data**: Don't log sensitive information like secrets or credentials in debug logs or production environments. 7. **Secure Client Applications**: Use secure storage mechanisms like keychains or password managers for client-side applications, avoiding direct storage in browser-based apps. 8. **Follow Least Privilege Principle**: Grant users only the permissions they need to perform their tasks. These steps will help you mitigate risks and ensure secure handling of sensitive data.
Reasoning
The existing answer is comprehensive and accurate. I made minor refinements to improve readability and directness: changed 'instead of custom cryptography' to 'rather than custom cryptography' for more natural phrasing, and replaced 'Do not store' with 'Don't store' for a more conversational tone, consistent with the brand guidelines. The security rules selected relate directly to the FAQ content: ApexBadCrypto relates to point 4 about using proper cryptography APIs; ApexSuggestUsingNamedCred connects to point 1 about storing credentials securely; AvoidHardcodedCredentialsInFieldDecls, AvoidHardcodedCredentialsInVarDecls, and AvoidHardcodedCredentialsInVarAssign all relate to points 1 and 3 about avoiding insecure storage of sensitive data; and ProtectSensitiveData encompasses the overall theme of securing sensitive information throughout the application lifecycle.
Reasoning References
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