sf-agent-framework/sf-core/checklists/api-security-checklist.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# API Security Checklist

## Purpose

Ensure all API implementations follow security best practices and protect
against common vulnerabilities.

## Checklist Items

### Authentication and Authorization

- [ ] OAuth 2.0 implemented correctly
- [ ] JWT tokens properly validated
- [ ] API keys securely stored
- [ ] Named credentials utilized
- [ ] Session management secure
- [ ] Token expiration configured

### Access Control

- [ ] API user profiles restricted
- [ ] Minimum required permissions granted
- [ ] IP whitelisting implemented
- [ ] Rate limiting configured
- [ ] Concurrent request limits set
- [ ] Resource-level permissions enforced

### Data Security

- [ ] TLS/SSL encryption enforced
- [ ] Sensitive data encrypted at rest
- [ ] PII data protection implemented
- [ ] Data masking in non-production
- [ ] Field-level encryption utilized
- [ ] Secure data transmission verified

### Input Validation

- [ ] Input sanitization implemented
- [ ] SQL injection prevention verified
- [ ] SOQL injection protection enabled
- [ ] XSS protection implemented
- [ ] Data type validation enforced
- [ ] Size limits configured

### Error Handling

- [ ] Generic error messages returned
- [ ] Sensitive data excluded from errors
- [ ] Stack traces hidden
- [ ] Error logging implemented
- [ ] Rate limiting on errors
- [ ] Proper HTTP status codes used

### API Design Security

- [ ] RESTful principles followed
- [ ] Versioning strategy implemented
- [ ] Deprecated endpoints removed
- [ ] CORS properly configured
- [ ] HTTP methods restricted
- [ ] Unsafe operations protected

### Monitoring and Logging

- [ ] API calls logged appropriately
- [ ] Anomaly detection configured
- [ ] Performance metrics tracked
- [ ] Security events monitored
- [ ] Audit trail maintained
- [ ] Real-time alerts configured

### Integration Security

- [ ] External endpoints verified
- [ ] Certificate validation enabled
- [ ] Mutual TLS where required
- [ ] Secure credential storage
- [ ] Connection pooling configured
- [ ] Timeout settings appropriate

### Governor Limits Protection

- [ ] API call limits monitored
- [ ] Bulk operation limits considered
- [ ] Query optimization implemented
- [ ] Pagination implemented
- [ ] Selective field queries used
- [ ] Caching strategy defined

### Testing and Validation

- [ ] Security testing completed
- [ ] Penetration testing performed
- [ ] OWASP Top 10 addressed
- [ ] Load testing conducted
- [ ] Negative testing scenarios
- [ ] Security scanning automated

### Documentation and Standards

- [ ] API documentation complete
- [ ] Security guidelines documented
- [ ] Authentication flows documented
- [ ] Error codes documented
- [ ] Rate limits published
- [ ] SLA defined

### Compliance Requirements

- [ ] GDPR compliance verified
- [ ] CCPA requirements met
- [ ] HIPAA compliance (if applicable)
- [ ] PCI DSS compliance (if applicable)
- [ ] Industry standards followed
- [ ] Data residency requirements met

### Vulnerability Management

- [ ] Regular security assessments
- [ ] Dependency scanning implemented
- [ ] Patch management process
- [ ] Zero-day response plan
- [ ] Security advisories monitored
- [ ] Remediation SLAs defined

### API Gateway Security

- [ ] Gateway properly configured
- [ ] Request filtering enabled
- [ ] Response filtering implemented
- [ ] Threat protection active
- [ ] API key rotation scheduled
- [ ] Backend services protected

### Mobile API Security

- [ ] Mobile-specific endpoints secured
- [ ] Certificate pinning implemented
- [ ] Offline data protection
- [ ] Device authentication required
- [ ] Jailbreak detection (if needed)
- [ ] App attestation verified

### Third-Party Integration

- [ ] Vendor security assessed
- [ ] API agreements in place
- [ ] Data sharing agreements signed
- [ ] Security certifications verified
- [ ] Incident response coordinated
- [ ] Regular security reviews

### Incident Response

- [ ] Incident response plan documented
- [ ] Security team contacts current
- [ ] Escalation procedures defined
- [ ] Communication plan ready
- [ ] Forensics capability available
- [ ] Recovery procedures tested

### Performance Security

- [ ] DDoS protection enabled
- [ ] Resource exhaustion prevented
- [ ] Query complexity limited
- [ ] Payload size restricted
- [ ] Concurrent user limits set
- [ ] Circuit breakers implemented

## Security Review Sign-off

- [ ] Code review completed
- [ ] Security scan passed
- [ ] Penetration test passed
- [ ] Compliance verified
- [ ] Risk assessment documented
- [ ] Management approval obtained

## Completion Criteria

- All security controls implemented
- Vulnerabilities remediated
- Documentation complete
- Testing evidence collected
- Compliance requirements met
- Production readiness confirmed