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Security articles

19 articles · Sharing, field-level access, CRUD/FLS enforcement and review findings.

A 3D rendered secure digital fortress with glowing nodes and circuits, representing Salesforce security fundamentals.Admin

Salesforce Security: Shared Responsibility, Least Privilege, Zero Trust

Plenty of Salesforce orgs are exposed because the basics were never nailed down. Here is what the shared responsibility...

· 2 min read A 3D digital padlock representing secure permission set assignment data extraction from Salesforce systems.Integration

Permission Set Assignment: Exporting Data Outside Salesforce

How to query PermissionSetAssignment records in SOQL and move them to an external system with the REST API or Bulk API...

· 3 min read Diagram explaining Infrastructure as a Service concepts like virtual compute and storage for developersDevOps

What is Infrastructure as a Service? - IaaS Explained

Tired of waiting weeks for physical servers? Infrastructure as a Service lets you rent virtual compute and storage on...

· 4 min read Diagram showing data structure and usage of the TwoFactorMethodsInfo object for MFA auditingAdmin

Using the TwoFactorMethodsInfo object for Salesforce MFA

If you need to audit MFA compliance in your org, TwoFactorMethodsInfo is the object to know. It shows you exactly which...

· 4 min read Code snippet showing how to use the Apex System.setPassword method for setting Salesforce user passwords quicklyApex

Set Salesforce User Passwords with Apex System.setPassword

Setting up test users by hand is a waste of time. Apex System.setPassword is the fastest way I have found to get a team...

· 3 min read A developer preparing for a Salesforce developer interview, focusing on practical coding and architecture questions.Interview Prep

Cracking the Salesforce Developer Interview - 2025 Guide

I have sat on both sides of the interview table, and definitions are never what decides it. Here is how to show you can...

· 5 min read Diagram illustrating Apex security best practices for Salesforce development and secure coding.Apex

Apex Security Best Practices for Salesforce Developers

Security shouldn't be an afterthought, or something you bolt on the week before a release. Here is how I use User Mode...

· 5 min read Diagram illustrating how Lightning Data Service simplifies building a Salesforce UI without Apex.Lightning

Lightning Data Service: Build Salesforce UI Without Apex

Writing Apex for every single data fetch is a huge time sink. Lightning Data Service handles record access and security...

· 4 min read Diagram illustrating the Okta Salesforce SSO SAML 2.0 integration process for secure user authentication.Integration

Okta Salesforce SSO Setup Guide - SAML 2.0 Integration

Managing dozens of passwords is a security risk and a pain for users. Here is how to set up Okta Salesforce SSO with...

· 5 min read Diagram illustrating the process and dependencies when you try to delete a public group in Salesforce.Admin

What Happens When You Delete Public Group in Salesforce?

Deleting a public group looks simple until Salesforce blocks you with a cryptic error. Here is how to find the hidden...

· 5 min read Visual comparison chart explaining salesforce dynamic dashboards versus static dashboard security limitationsAdmin

Static vs Salesforce dynamic dashboards: Which to use?

Choosing between static and dynamic dashboards is a security and limits question, not a preference. I'll show you how...

· 5 min read Diagram showing Apex code retrieving a user's IP address and corresponding location data on a map.Apex

Get Apex user IP address and location - SFDC Developers

Ever needed to know where your users are logging in from? Apex can hand you their IP address and map it to city and...

· 4 min read