Test the full scope of your solution using manual testing and automated security scanner
tools. When you perform security scans, include all external endpoints that run independently of
the Salesforce platform. Document false positive security violations and fix all code that doesn’t
meet Salesforce security guidelines.
Testing Scope
Test all pieces of the solution that you submit for security review. Ensure that the solution
architecture is secure, including endpoints that aren’t hosted on the Salesforce platform. Your
attention to all components and layers of your solution helps minimize the risk of hackers or
malware exploiting potential entry points.
The full scope of your solution is subject to security review testing. For example, we can
perform penetration tests that attack your Development Edition test org and attempt to access
sensitive data or authenticate with false credentials.
To determine testing scope, use a follow-the-data approach. Wherever the customer or data goes
is in scope. For example, your Salesforce customer is required to log in to your company
website, or data is synced to a third-party server. Test these pieces to ensure that they’re
securely transferring credentials and data.
When either of the following criteria is true, external endpoints are within the scope of the
security review and a required part of your security testing.
- The endpoint plays a role in authenticating the end user as part of buying, getting support
for, or using your solution. This definition includes a connected app that doesn’t require
manual credential entry.
- Salesforce data is transferred to or from the endpoint.
Before you perform security testing on external endpoints that you don’t
own, complete two actions. First, obtain any necessary permission to perform security testing
from the third parties that own the external endpoints. Second, follow the guidelines in What are the
Salesforce IP Addresses & Domains to Whitelist?.
Automated Scanning Tools
To identify security vulnerabilities in your solution and external endpoints, we require that
you run specific automated security scanning tools.
We strongly recommend that
you run security scans on your code and any connected endpoints throughout the development
lifecycle. Run periodic scans and fix flagged issues as you go to prevent security
vulnerabilities from piling up and creating more work for you later.
On the Partner Security Portal, you can access two Salesforce-supported security scanners: the
Source Code Scanner, also referred to as the Checkmarx scanner, and the Chimera scanner. You
can, and sometimes are required to, use scanners that aren’t on the Partner Security Portal.
This table summarizes the automated security scanner tools that we require or recommend.
| Source Code Scanner (Checkmarx) |
Apex, Visualforce, and Lightning code |
- This static scanning tool uses Checkmarx security technology.
- Mandatory for any security review submission that includes a Salesforce package or
component. Not required for mobile clients or API solutions.
- You’re provisioned three Source Code Scanner runs per solution version with the
security review fee.
- If you want the flexibility and freedom to scan unpackaged code, or bypass the three
scan limit and package linking requirements, purchase a license from Checkmarx.
|
Yes |
Yes |
| PMD Source Code Analyzer |
Apex code |
- The PMD scanner is a free, open-source tool.
- This tool is an alternative to the Source Code Scanner for solutions that contain Apex
code.
- Run PMD scans an unlimited number of times as you prepare your solution for security
review and as a supplement to the Source Code scanner.
- PMD typically reports more false positives than Source Code Scanner tool.
|
No |
No |
| Chimera |
External endpoints on domains that you own |
- Checks external endpoints of a solution.
- Scans solutions from a Salesforce IP address.
- Doesn’t require a download.
- Isn’t usable with endpoints on domains that you don’t own because it requires upload of
a token to the root of the external server.
- If your solution connects to external endpoints that you don’t own, use OWASP ZAP or
Burp Suite.
|
Yes |
Yes |
| OWASP Zed Attack Proxy (ZAP) |
External endpoints |
- The ZAP Scanner is a free, community-driven proxy for web app security testing.
- Requires a download.
-
Setting Up ZAP for Browser provides guidance for
initiating security scans with this tool.
|
Yes |
No |
| Burp Suite |
External endpoints |
- Salesforce doesn’t provision Burp Suite licenses for security review. Purchase a
license independently.
- Requires a download.
|
Yes |
No |
j