Applications that synchronize data between Salesforce orgs must carefully handle authentication, data protection, and compliance. Key security considerations include:
Secure Authentication:
Use Salesforce-supported OAuth flows with Connected Apps. Avoid storing or transmitting usernames and passwords.
Least Privilege Access:
Grant each org only the permissions necessary for the data being synchronized. Avoid using admin-level credentials across orgs.
Data Encryption & Secure Transmission:
All data in transit must use HTTPS/TLS 1.2 or higher. Encrypt sensitive data at rest in any intermediate storage.
Data Validation & Sanitization:
Validate and sanitize data before syncing to prevent injection attacks, accidental overwrites, or corruption of subscriber data.
Audit & Logging:
Track synchronization operations, errors, and access events. Ensure logs do not contain sensitive data.
Error Handling & Retry Mechanisms:
Implement secure error reporting that avoids leaking sensitive information, and handle retries securely to prevent data duplication or loss.
Compliance & Privacy:
Ensure cross-org data transfers comply with applicable regulations (GDPR, CCPA) and Salesforce security policies.
Monitoring & Alerts:
Monitor sync activity for anomalies, unauthorized access, or unexpected data changes to maintain security and integrity.
Following these practices ensures that your data sync application is secure, protects subscriber data, and aligns with AppExchange security review requirements.”