FAQ-001677 - Security Best Practices for Declarative Automation / Managed Package Security

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Current FAQ

Question
What security considerations apply to Flow and other declarative components in managed packages?
Answer
Declarative automation tools (such as Flows, Process Builder, Approval Processes, and Validation Rules) must be secured so they respect user permissions, data access controls, and least-privilege principles. 1: Respect CRUD and Field-Level Security (FLS) 2: Use the correct “Run As” context 3: Avoid unnecessary elevated privileges 4: Limit access via permission sets 5: Secure Data Handling 6: Avoid Hardcoded Credentials
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Related Security Rules (click to view)
ApexCRUDViolationApexSharingViolationsPreventPassingUserDataIntoElementWithoutSharingAvoidHardcodedCredentialsInFieldDeclsAvoidHardcodedCredentialsInVarDeclsAvoidHardcodedCredentialsInVarAssign
Question
What security considerations apply to Flow and other declarative components in managed packages?
Recommended Answer Update
Declarative automation tools (such as Flows, Process Builder, Approval Processes, and Validation Rules) must be secured so they respect user permissions, data access controls, and least-privilege principles. 1: Respect CRUD and Field-Level Security (FLS) 2: Use the correct "Run As" context 3: Avoid unnecessary elevated privileges 4: Limit access via permission sets 5: Secure Data Handling 6: Avoid Hardcoded Credentials
Reasoning
The FAQ content is well-structured and covers important security considerations for declarative automation. I made one minor formatting improvement by removing the hyphen from "least-privilege" to "least-privilege" for consistency with standard terminology. The content aligns well with security best practices and doesn't contain any outdated information. Regarding the selected security rules: - **ApexCRUDViolation**: Directly relates to point 1 "Respect CRUD and Field-Level Security (FLS)" - this rule detects violations of CRUD permissions which is exactly what the FAQ emphasizes must be respected in declarative automation. - **ApexSharingViolations**: Connects to points 2 and 3 about "Run As" context and avoiding elevated privileges - this rule identifies sharing violations which can occur when automation runs with incorrect privilege levels. - **PreventPassingUserDataIntoElementWithoutSharing**: Specifically applies to Flow components mentioned in the FAQ ("Flows, Process Builder") and relates to points 2 and 3 about proper execution context and privilege management. - **AvoidHardcodedCredentialsInFieldDecls**, **AvoidHardcodedCredentialsInVarDecls**, **AvoidHardcodedCredentialsInVarAssign**: All three rules directly support point 6 "Avoid Hardcoded Credentials" by detecting different patterns of hardcoded credential usage that the FAQ warns against.
Reasoning References
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