FAQ-000713 - Data Storage and Encryption Security / Secure Storage Best Practices

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Current FAQ

Question
What are the best practices for handling and storing sensitive data that is essential for my application's core functionality?
Answer
To handle and store sensitive data essential for your application's core functionality, here are the best practices: 1. **Encryption**: Use strong encryption for data at rest and in transit. Store encryption keys securely in protected custom settings, metadata, or named credentials. 2. **Authentication and Authorization**: Authenticate and authorize requests before processing privileged actions, especially when accessing or modifying sensitive data. 3. **Secure Storage**: Avoid storing sensitive data in public settings or unencrypted fields. Use protected custom metadata or encrypted custom objects with securely stored keys. 4. **Data Redaction**: Redact sensitive data in logs and ensure it is not exposed in debug logs or URLs. 5. **Cryptography**: Use supported cryptography APIs and avoid custom cryptography implementations. 6. **Access Control**: Follow the principle of least privilege, granting users only the permissions they need. 7. **Secure Coding Practices**: Validate and sanitize user inputs to prevent vulnerabilities like SQL injection and XSS. Use encoding functions where needed. 8. **Documentation and Disclosure**: Keep a record of sensitive data processed or stored and disclose storage locations and third-party sharing practices to customers. 9. **Compliance**: Follow industry-specific regulations like HIPAA or PCI DSS, if applicable. 10. **Audits and Reviews**: Regularly conduct security audits and reviews to identify and fix vulnerabilities. These steps will help ensure the security, confidentiality, and integrity of sensitive data in your application.
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Related Security Rules (click to view)
ApexBadCryptoApexCRUDViolationApexSharingViolationsApexSOQLInjectionApexXSSFromEscapeFalseApexXSSFromURLParamApexSuggestUsingNamedCredAvoidHardcodedCredentialsInFieldDeclsAvoidHardcodedCredentialsInHttpHeaderAvoidHardcodedCredentialsInVarAssignAvoidHardcodedCredentialsInVarDeclsProtectSensitiveData
Question
What are the best practices for handling and storing sensitive data that is essential for my application's core functionality?
Recommended Answer Update
To handle and store sensitive data essential for your application's core functionality, here are the best practices: 1. **Encryption**: Use strong encryption for data at rest and in transit. Store encryption keys securely in protected custom settings, metadata, or named credentials. 2. **Authentication and Authorization**: Authenticate and authorize requests before processing privileged actions, especially when accessing or modifying sensitive data. 3. **Secure Storage**: Avoid storing sensitive data in public settings or unencrypted fields. Use protected custom metadata or encrypted custom objects with securely stored keys. 4. **Data Redaction**: Redact sensitive data in logs and ensure it's not exposed in debug logs or URLs. 5. **Cryptography**: Use supported cryptography APIs and avoid custom cryptography implementations. 6. **Access Control**: Follow the principle of least privilege, granting users only the permissions they need. 7. **Secure Coding Practices**: Validate and sanitize user inputs to prevent vulnerabilities like SOQL injection and XSS. Use encoding functions where needed. 8. **Documentation and Disclosure**: Keep a record of sensitive data processed or stored and disclose storage locations and third-party sharing practices to customers. 9. **Compliance**: Follow industry-specific regulations like HIPAA or PCI DSS, if applicable. 10. **Audits and Reviews**: Regularly conduct security audits and reviews to identify and fix vulnerabilities. These steps will help ensure the security, confidentiality, and integrity of sensitive data in your application.
Reasoning
The original answer is comprehensive and well-structured. The only minor change needed was in point 7 where 'SQL injection' was corrected to 'SOQL injection' since this is Salesforce-specific content and the platform uses SOQL, not SQL. This aligns with the ApexSOQLInjection rule which specifically addresses SOQL injection vulnerabilities. Security rules selected: - ApexBadCrypto: Relates to point 5 about using supported cryptography APIs and avoiding custom implementations - ApexCRUDViolation: Relates to point 6 about access control and following least privilege principles for data access - ApexSharingViolations: Relates to point 6 about proper access control and user permissions - ApexSOQLInjection: Relates to point 7 about preventing SOQL injection vulnerabilities through input validation - ApexXSSFromEscapeFalse and ApexXSSFromURLParam: Relate to point 7 about preventing XSS vulnerabilities and using proper encoding - ApexSuggestUsingNamedCred: Relates to point 1 about storing credentials securely using named credentials - AvoidHardcodedCredentials rules (FieldDecls, HttpHeader, VarAssign, VarDecls): Relate to point 3 about secure storage and avoiding hardcoded credentials - ProtectSensitiveData: Relates to the overall theme of the FAQ about protecting sensitive data throughout the application
Reasoning References
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