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agent-security-review

Pre-production security checklist for Agentforce deployments: permission scope, data exposure, authentication, logging. NOT for general Salesforce security review (see security-health-check).

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Agent Security Review

Agentforce agents touch user PII, internal data, and external APIs with the permissions of whatever user invokes them. A structured review covers four axes: (1) least-privilege user, (2) data classification of every grounding source, (3) action write-scope, (4) audit trail completeness.

When to Use

Any agent before first production activation; any time channel, persona, or Invocable list changes materially; quarterly for long-lived agents.

Typical trigger phrases that should route to this skill: agent go-live security checklist, review what data the agent can see, does the agent leak pii, quarterly agentforce audit.

Recommended Workflow

  1. Export the agent: topic instructions, Invocable actions, grounding DMOs/sObjects, channel configs. Checksum and archive.
  2. Map the agent's run-as user to a dedicated permission set; verify no profile-level permissions leak through.
  3. Classify every grounding source: public, internal, confidential, regulated. Redact/mask confidential+regulated fields at the Trust Layer.
  4. Enumerate Invocable write scope: which sObjects/fields can be created/updated/deleted. Apply FLS + CRUD checks in Apex; tighten or split the user.
  5. Verify audit trail: every Invocable logs to Agent_Audit__c; every conversation is retained per retention policy; Shield Event Monitoring streams cover ApexExecution + ContentTransfer.

Key Considerations

  • Default agent-run-as is the invoking user — this is often over-privileged for admin testers. Use automated user for agent invocation.
  • Data Cloud grounding can pull data the invoking user cannot see; verify masking at DMO level.
  • Invocables bypass with sharing if written as without sharing — audit every action class's sharing declaration.
  • Audit trail must include prompt + response for forensic replay; conversation storage has retention implications (GDPR).

Worked Examples (see references/examples.md)

  • Write-scope tightening — Service agent can 'Update any Case field' via a generic UpdateRecord action.
  • Regulated-field masking — RAG grounding includes Contact.Social_Security_Number__c.

Common Gotchas (see references/gotchas.md)

  • Agent run-as has View All — Agent sees cross-owner records even when user shouldn't.
  • Conversation retention unset — GDPR subject request cannot locate conversation logs.
  • Shield Event Monitoring not streamed — Agent anomaly is invisible to SOC.

Top LLM Anti-Patterns (full list in references/llm-anti-patterns.md)

  • Running the agent as the invoking user by default — privileged reviewers leak permissions upward.
  • Generic 'UpdateRecord' actions — any field becomes attack surface.
  • Skipping DMO classification — grounding becomes a data-leak vector.

Official Sources Used

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

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