FAQ-001014 - Financial Services Security / Banking CRM Security

Key security considerations for banking and financial CRM applications on Salesforce include: 1. **Encryption and Cryptography**: Use strong encryption for data at rest and secure encryption key storage. Avoid custom cryptography implementations. 2. **Authentication and Authorization**: Enforce strict authentication and authorization, following the principle of least privilege. 3. **Sensitive Data Handling**: Classify and securely store sensitive data, avoiding logging it unless redacted. 4. **Secure Storage of Secrets**: Store credentials and secrets securely using protected metadata or Named Credentials, and encrypt server-side secrets with AES-256 or higher. 5. **CSRF Protection**: Implement Cross-Site Request Forgery protection for state-changing actions. 6. **User Input Validation**: Validate and sanitize all user inputs to prevent injection attacks. 7. **Compliance with Standards**: Adhere to industry standards like PCI DSS or HIPAA, depending on the data type. 8. **Security Review Preparation**: Conduct thorough testing, provide documentation, and address vulnerabilities for AppExchange security review. 9. **API Security**: Enforce secure API practices, including CRUD/FLS checks and domain validation for integrations. 10. **Data Access Control**: Implement robust access controls to restrict unauthorized access and ensure regulatory compliance. These measures are essential for securing banking and financial CRM applications on Salesforce.

I made two key improvements to address outdated security content: 1) Changed 'Avoid custom cryptography' to 'Avoid custom cryptography implementations' for better clarity about what developers should avoid. 2) Updated the encryption recommendation from 'AES-128 or higher' to 'AES-256 or higher' to reflect current security best practices for financial applications that handle highly sensitive data. AES-128 is still considered secure, but AES-256 is the preferred standard for financial services due to regulatory requirements and future-proofing. I also refined 'using protected metadata or keychains' to 'using protected metadata or Named Credentials' to use more precise Salesforce terminology. All security rules were selected because they directly relate to the security considerations mentioned in the FAQ: ApexBadCrypto relates to point 1 about avoiding custom cryptography, ApexCRUDViolation and ApexSharingViolations relate to points 2, 9, and 10 about authorization and access controls, ApexCSRF and VfCsrf relate to point 5 about CSRF protection, ApexSOQLInjection relates to point 6 about input validation, ApexSuggestUsingNamedCred and the credential-related rules relate to point 4 about secure storage of secrets, AvoidInsecureHttpRemoteSiteSetting relates to point 9 about API security, and ProtectSensitiveData relates to point 3 about sensitive data handling.