From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages. Next to the name of the page that you want to restrict, click Security. Select the profiles that you want to enable from the Available Profiles list and click Add.
Full Answer
What are protected custom settings in Salesforce?
The Protected Custom Settings are visible to your code but not to the customer. So what you do is create a setup page that asks for the username/password and then the Apex controller saves those values to the Custom Setting.
How do I request access to Salesforce data from an external app?
You can use a connected app to request access to Salesforce data on the behalf of an external application. For a connected app to request access, it must be integrated with the Salesforce API using the OAuth 2.0 protocol. OAuth 2.0 is an open protocol that authorizes secure data sharing between applications through the exchange of tokens.
What happens when a user authenticates in Salesforce?
After Salesforce authenticates a user, the login flow directs the user through a process such as enforcing strong authentication or collecting user information. When users complete the login flow successfully, they’re redirected to their Salesforce org or site. If unsuccessful, the flow can log out users immediately.
How to integrate Salesforce API with connected apps?
For a connected app to request access, it must be integrated with the Salesforce API using the OAuth 2.0 protocol. OAuth 2.0 is an open protocol that authorizes secure data sharing between applications through the exchange of tokens.
Where we store endpoint credentials in Salesforce for the integration with external systems?
From Salesforce, go to your personal settings and enter Authentication in the Quick Find box, then select Authentication Settings for External Systems. Click New or Edit. Complete the fields. If you're not sure which option to select, ask your administrator.
What is embedded Login Salesforce?
From your Salesforce community, create an Embedded Login connected app to connect your community with your website. The connected app handles communication between your web page and the Salesforce back end.
Can we set custom password policies while defining user access to any Salesforce CRM?
You can set different password and login policies based on the type of user. However, these policies apply to all user passwords. User passwords cannot exceed 16,000 bytes. Logins are limited to 3,600 per hour per user.
What is named credentials in Salesforce?
A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. To simplify the setup of authenticated callouts, specify a named credential as the callout endpoint.
What is Cors Allowlist in Salesforce?
Cross-Origin Resource Sharing (CORS) allows web browsers to request resources from other origins. For example, using CORS, the JavaScript for a web application at https://www.example.com can request a resource from https://www.salesforce.com .
How do I create a custom login page in Salesforce?
Click Go to Force.com. Click Public Access Settings. Under Enabled Visualforce Page Access, click Edit. Select the Visualforce pages you created, add them to Enabled Visualforce Pages, and save your changes.
Which three Password Policies Should an administrator configure in Salesforce?
Must include 3 of the following: numbers, uppercase letters, lowercase letters, special characters —Requires at least three of the following options: one number, one uppercase letter, one lowercase letter, and one special character ( !
Can you restrict access in Salesforce?
Permissions in Salesforce are additive. This means that it is not possible to remove permissions by assigning permission sets (N.B. there are a few "permissions" that actually do restrict access, but those are rare; "API Only User", for example, actually restricts logins from the UI).
Can we use sharing rules to restrict data access in Salesforce?
You can use sharing rules to grant wider access to data. You can't restrict access below your organization-wide default levels. To create sharing rules, your organization-wide defaults must be Public Read Only or Private.
What is the difference between named credentials and remote site settings?
A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. You can skip remote site settings, which are otherwise required for callouts to external sites, for the site defined in the named credential.
How do I integrate one org to another Salesforce?
Here are the following steps I used to integrate with another Salesforce org.Create an Apex REST resource (New Salesforce org) ... Create a connected app (New Salesforce org) ... Create Authorization Provider (New Salesforce org) ... Create a Named Credentials (New Salesforce org)More items...•
How do I deploy named credentials in Salesforce?
If you have multiple orgs, you can create a named credential with the same name but with a different endpoint URL in each org. You can then package and deploy—on all the orgs—one callout definition that references the shared name of those named credentials.
What is a named credential in Salesforce?
A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. Salesforce manages all the authentication for Apex callouts that specify a named credential as the callout endpoint, and you don’t have to add more authentication logic in your Apex code. Named credentials can be defined to provide a secure and convenient way of setting up these kinds of callouts. Once created, you can replace URL references in your code with references to the named credentials, which results in cleaner, simpler, and more secure code.
What is protected metadata type?
Protected custom metadata types can also be defined to hold secrets, similar to the way we previously defined the custom setting. As we explained, custom metadata types should be designed for inclusion within a managed package in order for them to be effectively obscured and protected. The main difference is that data contained in custom metadata types represents metadata in your app.
What is a custom setting?
Custom settings can be created to store almost any kind of data and are extremely flexible in terms of their potential uses and contents. In summary, custom settings let you create custom sets of data that are exposed to the application cache, so you avoid repeated queries to the database and increase the efficiency of your app. For example, a custom setting can be used to store a set of data that is used to personalize user experiences with an application. Or perhaps a custom setting can be created to store a list of product names that are referenced on numerous different pages, in order to provide quick and easy access. In terms of application security, custom settings can be used to store sensitive information or secrets.
What is managed package?
While simply packaging up your code in a managed package has a lot of security benefits, using a managed package also grants access to two other features available for storing and distributing information: protected custom settings and protected custom metadata.
What is obscured source code?
They have obscured source code (with the exception of explicitly exposed global Apex classes), meaning that any fundamental business or program logic can’t be altered so that it’s broken inadvertently, or modified in a malicious way and redistributed. Obscured code also prevents secrets contained in the package from being seen.
Why do we need named credentials?
Named credentials can be defined to provide a secure and convenient way of setting up these kinds of callouts. Once created, you can replace URL references in your code with references to the named credentials, which results in cleaner, simpler, and more secure code.
Can you deploy code in Salesforce?
In situations like these, code should be deployed in the form of a managed package. You can easily spin up a free Developer Edition org to serve as a packaging org for your code. If you’re an AppExchange partner, Developer Edition orgs can be created via your Environment Hub. You can also visit the Developer Edition signup page. Within your packaging org, you can wrap up Apex classes, Apex triggers, Salesforce objects, and other common forms of metadata into a managed package that allows it to be easily deployed to any other Salesforce instance or org. You can think of a managed package as a more complex version of a zip file.
Hardcoded Secrets
Storing sensitive information in the source code of your application is not a best practice. Anyone with access to the source code can view the secrets in clear text.
Debug Logs
Debug logs in apex code should not contain any sensitive data (usernames, passwords, names, contact information, opportunity information, PII, and so forth). The debug logs include standard Salesforce logs using system.debug () methods or custom debug logs created by the application.
Sensitive Info in URL
Do not pass sensitive data in the URL. Sensitive data in URLs can be accessed through web server logs, browser history, bookmarks, referrer headers, or other tools. Long-term secrets like username/passwords, API tokens, and long lasting access tokens should not be sent via GET parameters in the query string.
Salesforce Integrations
External applications should not store Salesforce.com user credentials (usernames, passwords, or session ID's) in external databases. In order to integrate an external application with Salesforce.com user accounts, the OAuth flow should be used. More information about implementing OAuth can be found at here.
Sample Vulnerability
If your application copies and stores sensitive data that originated at salesforce.com, you should take extra precaution. Salesforce.com takes threats to data that originated at their site seriously. A data breach or loss can jeopardize your relationship with Salesforce if you are a partner.
Is My Application Vulnerable?
If your application stores the salesforce.com user password, your application may be vulnerable.
How Can I Test My Application?
Review the scheme used to store sensitive data and identify information collected in use cases and workflows.
Learning Objectives
Store Application Secrets in Salesforce
Named Credentials
Benefits of Named Credentials
Secure Distributed Secrets
Manage Protected Custom Settings and Custom Metadata Types
Creating Managed Protected Custom Settings
- You can create a managed protected custom setting named District Secrets that can be used to store secrets securely. Create a protected custom setting in Setup by going to Quick Find > Custom Settings and then clicking New. Define a label, object name, setting type, and visibility (set this to Protected). Once you click Save, you’re ready to add cu...
Custom Metadata Types
Compare Custom Settings and Custom Metadata Types
Resources