To align your internal security processes with Salesforce's official AppExchange Security Review methodology, follow these comprehensive steps:
**Required Tools and Scanning:**
1. **Use Salesforce Code Analyzer:**
- Install the plugin into Salesforce CLI
- Run with required rules: `sf code-analyzer run --rule-selector AppExchange --rule-selector Recommended:Security --output-file CodeAnalyzerReport.html`
- Supports engines like PMD, ESLint, RetireJS, and Salesforce Graph Engine
- Identifies CRUD/FLS violations and other Salesforce-specific issues
2. **Run Source Code Scanner (Checkmarx):**
- Access via Partner Security Portal
- Required for scanning Apex, Visualforce, and Lightning code
- Identifies vulnerabilities in solutions and external endpoints
- Save the three included runs for final submission
**Comprehensive Testing Approach:**
3. **Perform Manual Testing:**
- Test throughout development lifecycle
- Conduct end-to-end testing of full solution scope
- Test all external endpoints operating independently of Salesforce
- Include penetration testing and dynamic security testing
4. **Address Issues Systematically:**
- Fix all identified issues or document false positives with detailed explanations
- Ensure code version matches the package being submitted
- Rescan after fixes and generate updated reports
- Address all classes of issues across entire application, not just flagged examples
**Submission Preparation:**
5. **Prepare Required Materials:**
- Developer Edition org with solution installed
- Complete solution documentation
- Clean scan reports and false-positive documentation
- All external component documentation
6. **Follow Security Guidelines:**
- Adhere to Salesforce security best practices
- Ensure Lightning Ready compliance
- Implement secure coding practices throughout development
**Ongoing Process:**
7. **Test Regularly:** Conduct testing throughout development to avoid accumulating issues
8. **Seek Expert Guidance:** Use Partner Security Portal to schedule office hours with security experts
9. **Maintain Consistency:** Avoid unnecessary changes between submissions unless required
**Key Differences from Internal Scanning:**
The official review includes manual assessments, penetration testing, and comprehensive evaluation of solution architecture that goes beyond automated tool capabilities. It's a black-box, time-limited process that identifies representative examples rather than exhaustive lists.
By following these practices, you can minimize discrepancies between your internal testing and the official review process.