Salesforce Security Review Tips and Tricks
- 1. Tips and Tricks to Pass the Salesforce Security Review Process Manishi Singh, Ryan Flood
- 2. Ryan Flood rflood@salesforce.com Senior Director, ISV Technical Enablement Manishi Singh msingh@salesforce.com Senior Product Security Engineer
- 3. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Website. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 4. Security Review - Importance, Resources, Roles Building security in your app Development phases Tools & Resources After Security Review Agenda
- 5. Why is Security Important Trust is our #1 value Salesforce is a cloud computing company Customer Trust is integral to our success • They have to trust us with their data • That’s our job • Secure our products and marketplace • Reinforce and maintain the trust that customers put in our platform 8 industry leading apps, 1 platform
- 6. AppExchange is a Trusted Ecosystem Both Salesforce and partners are critical parts of that trust We provide documentation, tools, and guidance to maintain a secure offering Your secure offering will help better sell to and serve our mutual customers Enterprise customers expect security built-in Maintaining a secure lifecycle ensures you always maintain customer trust Trust is our #1 value
- 7. How we secure the ecosystem Layers of Protection Platform • In protection for XSS, CSRF, scoped access control, separate domains • Auth, Session Handling, Filtering, TLS, Infrastructure, Patching, Auditing & Logging Process • Security Review • Initial Review • Re-reviews • Spot Checks Content • Secure cloud development • Outreach to partners • Trailhead modules Tools • Code scanner • Chimera web scanner • Monitoring Partners • Partners maintain security consistent with best practices
- 8. Who is Who in the SR process ISV Partner Team ISV Partner Account Manager (PAM) - Your primary point of contact ISV Technical Evangelist (TE) - Helps partner prepare for SR Security Review Operations (SR Ops) - Reviews submission, responsible for notifications to partners Product Security Team Product Security Engineer - Provide guidance, review/test applications Other Product Development Outsourcer (PDOs) - Can assist with SR success
- 10. The Security Review Process Design Develop Testing Release - Review Trailhead modules - Review best practices documentation - Attend Office Hours - Continuous integration tools for ongoing security scanning - Run Force.com Scanner - Run Chimera/ZAP Scanner - Submit for Manual Security Review
- 11. The Security Review Process Design Develop Testing Release - Review Trailhead modules - Review best practices documentation - Attend Office Hours
- 12. Design Comprehensive, hands-on Trailhead modules for learning secure coding on the platform. Go to sfdc.co/devsecuritytrail Training
- 13. Design App Cloud Security Dev Center Landing page for all things AppExchange Security Go to sfdc.co/securitydevcenter Documentation
- 14. Design Submission Process Office Hours https://sfdc.co/submissionofficehours Submission Process questions Security Review Technical Office Hours https://sfdc.co/securityofficehours Technical Security questions Available both in US and EU time zones. Office hours
- 15. The Security Review Process Design Develop Testing Release - Continuous integration tools for ongoing security scanning
- 16. Develop Now Supporting Rulesets for Apex and Visualforce in PMD Maven PMD Plugin Gradle: The PMD Plugin Eclipse Plugin NetBeans Plugin JBuilder Plugin JDeveloper Plugin IntelliJ IDEA Plugin Upcoming Sublime Plugin Atom Plugin Force.com IDE Integration PMD – Source Code Analyzer
- 17. Develop Providence is a commit-time analysis tool to find security anti-patterns in your code. https://github.com/salesforce/Providence Integrated with PMD scanner to find Apex and Visualforce issues PMD + Providence
- 18. Develop Checkmarx is a source scanner with support for Salesforce technologies Detailed information for better handoff to Checkmarx https://lp.checkmarx.com/salesforce/ Salesforce presets available for free: https://sfdc.co/cxpresets Continuous Integration with Checkmarx
- 19. The Security Review Process Design Develop Testing Release - Run Force.com Scanner - Run Chimera/ZAP Scanner
- 20. Testing Force.com Source Scanner Static analysis tool to find common security issues in your native code Looks for common issues in Apex, Visualforce and Lightning like XSS, CSRF, CRUD/FLS etc. Manual code review for adherence to Secure Coding Guidelines. Native code
- 21. Testing ZAP Scanner - sfdc.co/zapsetup Automated web app scanner to find common web vulnerabilities Chimera Scanner - sfdc.co/ChimeraScanner Fire and forget web application scanner that uses ZAP as an engine Manual Testing Scanners are limited in what they can find Composite apps
- 22. Testing Centralized portal to help you track and manage Force.com security scans Schedule scans, download scan reports Search all scans for your org Manage scan credits for your org https://sfdc.co/scan Source scanner portal
- 23. The Security Review Process Design Develop Testing Release - Submit for Manual Security Review
- 24. Release Trailhead module to prepare for security review. Go to sfdc.co/SecurityReviewPrep
- 25. Release Submission Process Office Hours https://sfdc.co/submissionofficehours Submission Process questions Security Review Technical Office Hour https://sfdc.co/securityofficehours Technical Security questions Available both in US and EU time zones. Office hours
- 26. Submit for Security Review Requirements Native Native + Lightning Components Composite Web App/Service Client Composite Mobile/Client API Only Force.com environment Yes Yes (With components configured for testing) Yes Yes Yes External components / credentials Yes e.g. urls, credentials Yes e.g. link to APK Yes e.g. urls, credentials Managed package Yes Yes Yes Force.com code scanner report Yes Yes Yes ZAP/Burp/ Chimera report Yes Yes (ZAP/Burp) Yes False positive report If required If required If required If required If required Documentation Recommended Recommended Recommended Recommended Recommended
- 27. Common causes of delay Problems with submission • Invalid or expired environment credentials • Missing Web Scans for endpoints in scope • Incorrect package version installed • Missing false positive documents
- 28. Sorry! Your App Failed Don’t Panic • Product Security Office Hours • The report is focused on breadth, not depth. Test is time-boxed* • Conduct a comprehensive review - make required fixes • Re-run reports (Checkmarx, ZAP/Burp/Chimera) • Ensure the test environment has the latest package version • Schedule a follow-up Security Review *We can’t include every instance of a vulnerability/issue in the report Interpreting results Congratulations! Your App Passed Next Steps • Get to work on Trialforce/Templates (if applicable), TSO/Templates require a Security Review as well • Complete your AppExchange listing • Market/Sell/Succeed!
- 29. Security @ Dreamforce Salesforce Security Booth & Developer Sessions Information Find the “Salesforce Security” booth in Developer Forest Security Sessions @ Dreamforce Monday, November 6 10:15 a.m. | Creating LockerService Ready Lightning Components With Webpack Moscone West, Developer Theater 1:30 p.m. | Common Web Security Vulnerabilities and their Fixes Moscone West, Frontier Theater 2:00 p.m. | Avoiding Common Security Mistakes Moscone West, Frontier Theater Tuesday, November 7 9:15 a.m. | Secure Apps Using the Salesforce Mobile SDK Moscone West, Canyon Theater 1:00 p.m. | Securing Heroku Apps Moscone West, Frontier Theater Wednesday, November 8 9:00 a.m. | Tips and Tricks to Pass the Salesforce Security Review Process Park Central Hotel, Olympic 1:00 p.m. | Security Best Practices for Building Lightning Components Park Central Hotel, Olympic Thursday, November 9 10:30 a.m. | Scaling Security at your Company Moscone West, Frontier Theater 11:00 a.m. | Data Access for Apex, Visualforce, and Lightning Moscone West, Frontier Theater 11:30 a.m. | Lightning Security Within Components Moscone West, Frontier Theater 12:00 p.m. | Lightning Security Across Components Moscone West, Frontier Theater 12:30 p.m. | Getting The Most Out of Security Scans