To demonstrate current security practices and get pre-approval guidance before submitting for a security review, follow these steps:
1. **Comprehensive Testing**: Conduct both automated and manual testing using tools like Salesforce Code Analyzer and Checkmarx scanner. Address flagged issues or document false positives with detailed explanations.
2. **Prepare Documentation**: Gather all required materials, including a Developer Edition org with the solution installed, solution documentation, and false positive reports. Clearly document your security practices, mitigations, and use cases.
3. **Engage with the Security Review Team**: Schedule an appointment with the Product Security team or Security Review Operations team through the Partner Security Portal to discuss concerns, clarify requirements, and get tailored guidance.
4. **Follow Best Practices**: Ensure your solution adheres to Salesforce security standards, such as CRUD/FLS enforcement, scoped permissions, and secure handling of sensitive data. Include admin-configurable options and explicit security checks.
5. **Submit a False Positive Document**: If there are flagged issues that are non-exploitable or required for valid functionality, prepare a detailed document explaining the context and mitigations.
6. **Utilize Resources**: Refer to the ISVForce Guide and other Salesforce security review resources to align your solution with required standards.
These steps will help you demonstrate your security practices and gain pre-approval guidance for a smoother submission process.