How can I ensure my declarative automation adheres to security best practices?
Answer
To ensure your declarative automation adheres to security best practices in the AppExchange Security Review:
- **Regular Testing**: Use automated tools like Salesforce Code Analyzer and perform manual testing to identify vulnerabilities.
- **Protect Sensitive Data**: Avoid exposing sensitive data in debug logs, URLs, or unencrypted fields.
- **Follow Secure Coding Practices**: Sanitize user inputs and avoid unsafe attributes in Lightning components or Visualforce pages.
- ** Respect CRUD and Field-Level Security (FLS)
- ** Use the correct “Run As” context
- ** Avoid unnecessary elevated privileges
- ** Limit access via permission sets
- **Provide Documentation**: Include detailed documentation and security scan reports during the review process.
These steps help ensure your automation is secure and meets review standards.
How can I ensure my declarative automation adheres to security best practices?
Recommended Answer Update
To ensure your declarative automation adheres to security best practices in the AppExchange Security Review:
- **Regular Testing**: Use automated tools like Salesforce Code Analyzer and perform manual testing to identify vulnerabilities.
- **Protect Sensitive Data**: Avoid exposing sensitive data in debug logs, URLs, or unencrypted fields.
- **Follow Secure Coding Practices**: Sanitize user inputs and avoid unsafe attributes in Lightning components or Visualforce pages.
- **Respect CRUD and Field-Level Security (FLS)**: Use `WITH USER_MODE` in SOQL queries and `AccessLevel.USER_MODE` for Database methods to automatically enforce user permissions.
- **Use the correct "Run As" context**: Configure flows and processes to run in appropriate security contexts.
- **Avoid unnecessary elevated privileges**: Grant only the minimum permissions required for functionality.
- **Limit access via permission sets**: Control feature access through proper permission configurations.
- **Provide Documentation**: Include detailed documentation and security scan reports during the review process.
These steps help ensure your automation is secure and meets review standards.
Reasoning
The FAQ contains formatting issues with incomplete bullet points (double asterisks without closing) that need correction for clarity. The content about CRUD and FLS was updated to include modern security approaches by mentioning `WITH USER_MODE` and `AccessLevel.USER_MODE` as recommended in the security approaches guidelines, while preserving all existing information. I selected ApexCRUDViolation because the FAQ specifically mentions 'Respect CRUD and Field-Level Security (FLS)' which directly relates to this rule that detects missing CRUD/FLS checks in Apex code. I selected ApexSharingViolations because the FAQ discusses 'Use the correct Run As context' and 'Avoid unnecessary elevated privileges' which directly relate to sharing security violations that this rule detects in Apex code.