Salesforce Security Review
Term 261 of 314 · Technology
In one sentence
The Salesforce Security Review is the mandatory security audit Salesforce runs on every app before it can be listed on AppExchange, its marketplace. It reviews code, data handling, authentication and integrations to protect customers and the platform.
Reviewed by Juan Manuel Garrido
Co-founder of VantegrateLinkedIn
Salesforce Security Review definition
The Security Review is the security vetting process every application must pass before it can be listed on AppExchange, the Salesforce marketplace. It is carried out by the Salesforce Product Security team, which audits the app's code, data handling, authentication and integrations to catch vulnerabilities before the app reaches customers. It is a mandatory platform audit, not a certification issued by the developer.
An everyday analogy helps: it is like the safety inspection a car has to pass before it is allowed on the road. The manufacturer does not perform it; a third party with authority does, and without that seal the vehicle does not hit the road. In the same way, an app that has not passed the Security Review cannot be listed on AppExchange, no matter how good it is.
The apps Vantegrate grew out of (built by EGA Futura, its parent company) passed this process. The nuance matters: it is always a Salesforce process that the apps passed, never a certification of Vantegrate itself.
What the Security Review evaluates
The Security Review is a real technical audit, not a paperwork check. The Salesforce Product Security team inspects several areas of the application before giving it the green light:
- Common web application vulnerabilities: injection, broken access control, weak authentication and exposure of sensitive data.
- Secure handling and storage of data, including encryption in transit of the information the app processes.
- Security of external integrations: protected endpoints and encrypted communication with the third-party services the app consumes.
- Compliance with the platform's own security patterns, such as correct use of the permission model, sharing and object- and field-level access controls.
- Static code scanner results that the developer must submit as part of the review.
Why it exists and what it means for the customer
The Security Review exists so that anyone who installs an app in their org can trust it was audited with the same rigor Salesforce applies to its own products. For a midsize company in Latin America the effect is concrete: it does not have to audit, on its own, the code of a vendor it may not even know. Approval works as an upfront layer of trust, handled by the owner of the platform.
That does not release the customer from its own responsibilities. The customer still runs and configures the org, its permissions and its data. The Security Review certifies that the app's code is secure, not that each company's configuration is. They are two different layers of the same building.
Security Review vs Salesforce Shield
The Security Review is often confused with Salesforce Shield, but they address different things and do not compete with each other:
| Aspect | Security Review | Salesforce Shield |
|---|---|---|
| What it is | Entry audit for the marketplace | Suite of security products (encryption, event monitoring) |
| Who controls it | Salesforce, before the app is listed | The customer, inside its own org |
| When it acts | Once, with periodic re-reviews | Continuously, as part of operations |
| What it covers | The code of a third-party app | The data and events of the customer's org |
In short, the Security Review is an entry control; Shield is an operational tool that comes into play afterward, depending on what each company needs to protect.
How often it is repeated
Passing it once is not forever. Salesforce can request periodic re-reviews, typically once a year, to respond to new threats and to the changes the app has incorporated. That way, the published app stays aligned with the platform's current standards over time.
Common mistakes
- Treating it as a developer certification: it is a Salesforce process the app passes, not a seal issued by whoever built it.
- Believing it replaces the customer's own compliance: the company that installs the app still runs the org and its data.
- Assuming it is passed once and for all: there are periodic re-reviews.
- Confusing it with Shield or with certifications such as SOC 2: those apply to the infrastructure, not to a specific app.
An insurer in Bogotá evaluates a third-party app
The CISO of an insurance company in Bogotá is about to roll out a new app to the team. In the past, they would have required months of code review and penetration testing from an unknown vendor, with all the cost and delay that implies. Seeing that the app is listed on AppExchange and passed the Salesforce Security Review, they start from a base already audited by the owner of the platform itself. So they focus their analysis on what does depend on their company: permission configuration and data access rules, instead of verifying the security of a third party's code from scratch.
FAQs about Salesforce Security Review
What is the AppExchange Security Review?
What is the AppExchange Security Review?
It is the mandatory security audit Salesforce performs on every app before listing it on its marketplace, AppExchange. The Product Security team reviews the code, data handling, authentication and integrations to detect vulnerabilities and protect both the customers who will install the app and the platform itself.
Is it a developer certification?
Is it a developer certification?
No. It is a Salesforce process that the application passes, not a seal issued by whoever built it. That is why it is always phrased this way: the apps Vantegrate grew out of passed the Salesforce Security Review. It is not a Vantegrate certification but a platform control.
What does it mean for a customer that installs an approved app?
What does it mean for a customer that installs an approved app?
It means the app was audited with the same rigor Salesforce applies to its own products, so the customer does not have to review a third party's code on its own. It reduces the security review workload, but it does not release the customer from configuring the permissions and data of its own org correctly.
Is the Security Review done only once?
Is the Security Review done only once?
Not necessarily. Salesforce can request periodic re-reviews, typically once a year, to respond to new threats and to the changes the app has added over time. The initial approval enables the listing, but keeping it requires continuing to meet the platform's current standards.
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Related terms
- AppExchangeAppExchange is Salesforce's official marketplace: an online store with apps, components and certified consultants that extend the platform. It lets you install ready-to-use solutions, free or paid, without coding from scratch.
- Salesforce ShieldSalesforce Shield is Salesforce's advanced security and compliance bundle, designed for organizations with regulatory requirements. It adds encryption of data at rest, user event monitoring and field history auditing on top of the platform's native controls.
- ISV (Independent Software Vendor)An ISV (Independent Software Vendor) is a company that builds commercial software on the Salesforce platform and distributes it as a managed package through AppExchange. Customers install it in their own org, where it runs natively alongside the clouds they already use.
- Service CloudService Cloud is Salesforce's customer service platform: it centralizes cases, channels (phone, email, chat, WhatsApp) and the knowledge base in a single console so agents can resolve inquiries faster and with full context.
- System IntegrationAn integration is the technical connection that lets two or more systems (CRM, ERP, e-commerce, etc.) exchange data automatically, without manual entry, so information flows in sync between them in real time or in batches.
- Validation RuleA validation rule is a Salesforce condition that checks a record's data when it is saved and blocks the save with an error message if the data does not meet a criterion, ensuring data quality and consistency.
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