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

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

# Salesforce Security Scan Checklist

## Overview

This checklist ensures comprehensive security scanning and vulnerability
assessment for Salesforce implementations.

## Pre-Scan Preparation

### Environment Setup

- [ ] Target environment identified
- [ ] Scan scope defined
- [ ] Credentials prepared
- [ ] Test accounts created
- [ ] Backup completed
- [ ] Maintenance window scheduled
- [ ] Stakeholders notified
- [ ] Rollback plan ready
- [ ] Support team alerted
- [ ] Documentation gathered

### Tool Configuration

- [ ] Security scanner selected
- [ ] Scanner configured
- [ ] Scan profiles created
- [ ] Authentication configured
- [ ] Proxy settings verified
- [ ] Rate limits set
- [ ] Timeout values configured
- [ ] Output format selected
- [ ] Logging enabled
- [ ] Notifications configured

## Code Security Scanning

### Static Code Analysis

- [ ] Apex classes scanned
- [ ] Triggers analyzed
- [ ] Test classes reviewed
- [ ] Visualforce pages checked
- [ ] Lightning components scanned
- [ ] JavaScript code reviewed
- [ ] CSS files checked
- [ ] Static resources analyzed
- [ ] Configuration files reviewed
- [ ] Third-party code assessed

### Security Vulnerabilities

- [ ] SOQL injection checked
- [ ] SOSL injection verified
- [ ] XSS vulnerabilities scanned
- [ ] CSRF protection verified
- [ ] FLS enforcement checked
- [ ] CRUD permissions validated
- [ ] Sharing violations identified
- [ ] Hardcoded secrets detected
- [ ] Insecure endpoints found
- [ ] Debug statements removed

## Configuration Scanning

### Organization Settings

- [ ] Password policies reviewed
- [ ] Session settings checked
- [ ] Login access policies verified
- [ ] Network access evaluated
- [ ] Certificate settings reviewed
- [ ] Domain settings checked
- [ ] Single sign-on configuration
- [ ] Two-factor authentication
- [ ] IP restrictions validated
- [ ] Login forensics enabled

### Security Controls

- [ ] OWD settings reviewed
- [ ] Profile permissions audited
- [ ] Permission set analysis
- [ ] Field-level security checked
- [ ] Sharing rules evaluated
- [ ] Manual shares reviewed
- [ ] Public groups assessed
- [ ] Queues evaluated
- [ ] Role hierarchy validated
- [ ] Territory settings checked

## Access Control Scanning

### User Access Review

- [ ] Admin users identified
- [ ] Privileged access reviewed
- [ ] Inactive users found
- [ ] Excessive permissions identified
- [ ] API users evaluated
- [ ] Integration users assessed
- [ ] Portal users reviewed
- [ ] Guest user access checked
- [ ] External users validated
- [ ] Service accounts audited

### Permission Analysis

- [ ] Object permissions scanned
- [ ] Field permissions reviewed
- [ ] Tab visibility checked
- [ ] App access evaluated
- [ ] Apex class access verified
- [ ] VF page access checked
- [ ] Record type access reviewed
- [ ] System permissions audited
- [ ] Setup access evaluated
- [ ] Data export permissions checked

## API Security Scanning

### REST API Security

- [ ] Endpoints enumerated
- [ ] Authentication tested
- [ ] Authorization verified
- [ ] Input validation checked
- [ ] Output encoding verified
- [ ] Rate limiting tested
- [ ] Error handling reviewed
- [ ] CORS configuration checked
- [ ] SSL/TLS verified
- [ ] API versioning reviewed

### SOAP API Security

- [ ] WSDL files reviewed
- [ ] Authentication mechanisms
- [ ] Session management tested
- [ ] Message security verified
- [ ] Input sanitization checked
- [ ] Error messages reviewed
- [ ] Timeout handling tested
- [ ] Certificate validation done
- [ ] Encryption verified
- [ ] Access logging checked

## Integration Security

### Connected Apps

- [ ] OAuth policies reviewed
- [ ] Scope permissions checked
- [ ] Refresh token policies
- [ ] IP restrictions verified
- [ ] User provisioning reviewed
- [ ] Session policies checked
- [ ] API access evaluated
- [ ] Mobile settings reviewed
- [ ] SAML configuration checked
- [ ] JWT settings verified

### External Services

- [ ] Named credentials reviewed
- [ ] Remote site settings checked
- [ ] Callout security verified
- [ ] Certificate management reviewed
- [ ] Authentication methods checked
- [ ] Data validation verified
- [ ] Error handling tested
- [ ] Timeout settings reviewed
- [ ] Retry logic evaluated
- [ ] Logging practices checked

## Data Security Scanning

### Encryption Assessment

- [ ] Platform encryption status
- [ ] Classic encryption usage
- [ ] Field encryption verified
- [ ] File encryption checked
- [ ] Key management reviewed
- [ ] Encryption scope evaluated
- [ ] Performance impact assessed
- [ ] Compliance verification
- [ ] Backup encryption checked
- [ ] Transit encryption verified

### Data Exposure

- [ ] Public sites reviewed
- [ ] Guest user access checked
- [ ] Unauthenticated endpoints
- [ ] Data in URLs identified
- [ ] Unencrypted data found
- [ ] Sensitive data in logs
- [ ] Debug information exposed
- [ ] Error message leakage
- [ ] Metadata exposure checked
- [ ] File access reviewed

## Vulnerability Scanning

### Common Vulnerabilities

- [ ] Injection flaws tested
- [ ] Broken authentication found
- [ ] Sensitive data exposure
- [ ] XXE vulnerabilities checked
- [ ] Broken access control
- [ ] Security misconfiguration
- [ ] XSS vulnerabilities found
- [ ] Deserialization issues
- [ ] Component vulnerabilities
- [ ] Insufficient logging

### Platform-Specific

- [ ] Governor limit abuse
- [ ] Sharing bypass attempts
- [ ] FLS bypass checked
- [ ] CRUD bypass tested
- [ ] View state tampering
- [ ] Cookie security verified
- [ ] Session fixation tested
- [ ] Clickjacking protection
- [ ] Open redirect tested
- [ ] Formula injection checked

## Compliance Scanning

### Regulatory Compliance

- [ ] GDPR compliance checked
- [ ] CCPA requirements verified
- [ ] HIPAA controls validated
- [ ] PCI DSS compliance tested
- [ ] SOX controls verified
- [ ] Privacy settings reviewed
- [ ] Consent management checked
- [ ] Data retention verified
- [ ] Audit trails validated
- [ ] Right to erasure tested

### Security Standards

- [ ] OWASP Top 10 coverage
- [ ] CWE/SANS Top 25 checked
- [ ] ISO 27001 controls verified
- [ ] NIST framework alignment
- [ ] Industry standards met
- [ ] Best practices followed
- [ ] Vendor guidelines adhered
- [ ] Internal standards met
- [ ] Certification requirements
- [ ] Audit requirements satisfied

## Post-Scan Activities

### Results Analysis

- [ ] Scan results reviewed
- [ ] False positives identified
- [ ] Severity ratings assigned
- [ ] Risk scores calculated
- [ ] Impact analysis completed
- [ ] Exploitability assessed
- [ ] Business context applied
- [ ] Priorities established
- [ ] Remediation effort estimated
- [ ] Timeline developed

### Vulnerability Classification

- [ ] Critical findings documented
- [ ] High severity issues listed
- [ ] Medium risks identified
- [ ] Low priority items noted
- [ ] Informational findings recorded
- [ ] Root causes analyzed
- [ ] Patterns identified
- [ ] Systemic issues found
- [ ] Quick wins identified
- [ ] Long-term fixes planned

## Remediation Planning

### Immediate Actions

- [ ] Critical vulnerabilities addressed
- [ ] Emergency patches applied
- [ ] Access controls tightened
- [ ] Configurations corrected
- [ ] Monitoring enhanced
- [ ] Alerts configured
- [ ] Incident response activated
- [ ] Communications sent
- [ ] Temporary mitigations applied
- [ ] Risk accepted where needed

### Remediation Roadmap

- [ ] Fix priorities established
- [ ] Resource allocation planned
- [ ] Timeline developed
- [ ] Dependencies identified
- [ ] Testing requirements defined
- [ ] Rollout strategy created
- [ ] Communication plan developed
- [ ] Training needs identified
- [ ] Success metrics defined
- [ ] Follow-up scans scheduled

## Reporting

### Executive Summary

- [ ] Overall security posture assessed
- [ ] Key findings highlighted
- [ ] Business impact explained
- [ ] Risk ratings provided
- [ ] Recommendations prioritized
- [ ] Resource requirements outlined
- [ ] Timeline proposed
- [ ] Quick wins identified
- [ ] Strategic improvements suggested
- [ ] Next steps defined

### Technical Report

- [ ] Detailed findings documented
- [ ] Evidence provided
- [ ] Reproduction steps included
- [ ] Technical impact described
- [ ] Remediation guidance given
- [ ] Code examples provided
- [ ] Configuration changes detailed
- [ ] Testing procedures outlined
- [ ] Validation methods described
- [ ] References included

## Continuous Monitoring

### Ongoing Scanning

- [ ] Scan schedule established
- [ ] Automated scans configured
- [ ] Incremental scans planned
- [ ] Full scans scheduled
- [ ] Real-time monitoring enabled
- [ ] Threat detection active
- [ ] Anomaly detection configured
- [ ] Baseline established
- [ ] Trending analysis enabled
- [ ] Alert fatigue managed

### Security Metrics

- [ ] Vulnerability trends tracked
- [ ] Mean time to detect measured
- [ ] Mean time to remediate tracked
- [ ] Security debt calculated
- [ ] Risk scores trended
- [ ] Compliance scores monitored
- [ ] Coverage metrics tracked
- [ ] False positive rates measured
- [ ] Improvement rate calculated
- [ ] ROI demonstrated