Assist_Design/docs/SALESFORCE-PORTAL-SECURITY-GUIDE.md

Salesforce-to-Portal Security Integration Guide

Overview

This guide outlines secure patterns for Salesforce-to-Portal communication specifically for the order provisioning workflow. Based on your architecture, this focuses on order status updates, not invoice handling.

Order Provisioning Flow

Portal Customer → Places Order → Salesforce Order (Pending Review)
                                        ↓
Salesforce Operator → Reviews → Clicks "Provision in WHMCS" Quick Action
                                        ↓
                    Salesforce → Calls Portal BFF → `/orders/{sfOrderId}/fulfill`
                                        ↓
                    Portal BFF → Provisions in WHMCS → Updates Salesforce Order Status
                                        ↓
                    Portal → Polls Order Status → Shows Customer Updates

1. Secure Order Provisioning Communication

Primary Method: Direct HTTPS Webhook (Recommended for Order Flow)

Based on your architecture, the order provisioning flow uses direct HTTPS calls from Salesforce to your portal BFF. Here's how to secure this:

Salesforce → Portal BFF Flow:

1. Salesforce Quick Action calls POST /orders/{sfOrderId}/fulfill
2. Portal BFF processes the provisioning request
3. Optional: Portal → Salesforce status updates via webhook

Secure Salesforce Quick Action Setup

In Salesforce:

1. Named Credential Configuration

<!-- Named Credential: Portal_BFF -->
<NamedCredential>
    <fullName>Portal_BFF</fullName>
    <endpoint>https://your-portal-api.com</endpoint>
    <principalType>Anonymous</principalType>
    <protocol>HttpsOnly</protocol>
    <generateAuthorizationHeader>false</generateAuthorizationHeader>
</NamedCredential>

2. Apex Class for Secure Webhook Calls

public class PortalWebhookService {
    private static final String WEBHOOK_SECRET = '{!$Credential.Portal_Webhook.Password}';
    
    @future(callout=true)
    public static void provisionOrder(String orderId) {
        try {
            // Prepare secure payload
            Map<String, Object> payload = new Map<String, Object>{
                'orderId' => orderId,
                'timestamp' => System.now().format('yyyy-MM-dd\'T\'HH:mm:ss\'Z\''),
                'nonce' => generateNonce()
            };
            
            // Create HMAC signature
            String jsonPayload = JSON.serialize(payload);
            String signature = generateHMACSignature(jsonPayload, WEBHOOK_SECRET);
            
            // Make secure HTTP call
            HttpRequest req = new HttpRequest();
            req.setEndpoint('callout:Portal_BFF/orders/' + orderId + '/fulfill');
            req.setMethod('POST');
            req.setHeader('Content-Type', 'application/json');
            req.setHeader('X-SF-Signature', signature);
            req.setHeader('X-SF-Timestamp', payload.get('timestamp').toString());
            req.setHeader('X-SF-Nonce', payload.get('nonce').toString());
            req.setHeader('Idempotency-Key', generateIdempotencyKey(orderId));
            req.setBody(jsonPayload);
            req.setTimeout(30000); // 30 second timeout
            
            Http http = new Http();
            HttpResponse res = http.send(req);
            
            // Handle response
            handleProvisioningResponse(orderId, res);
            
        } catch (Exception e) {
            // Log error and update order status
            System.debug('Provisioning failed for order ' + orderId + ': ' + e.getMessage());
            updateOrderProvisioningStatus(orderId, 'Failed', e.getMessage());
        }
    }
    
    private static String generateHMACSignature(String data, String key) {
        Blob hmacData = Crypto.generateMac('HmacSHA256', Blob.valueOf(data), Blob.valueOf(key));
        return EncodingUtil.convertToHex(hmacData);
    }
    
    private static String generateNonce() {
        return EncodingUtil.convertToHex(Crypto.generateAesKey(128)).substring(0, 16);
    }
    
    private static String generateIdempotencyKey(String orderId) {
        return 'provision_' + orderId + '_' + System.now().getTime();
    }
}

### Optional: Portal → Salesforce Status Updates

If you want the portal to send status updates back to Salesforce (e.g., when provisioning completes), you can set up a reverse webhook:

**Portal BFF → Salesforce Webhook Endpoint:**

```typescript
// In your Portal BFF
export class SalesforceStatusUpdateService {
  async updateOrderStatus(orderId: string, status: string, details?: any) {
    const payload = {
      orderId,
      status,
      timestamp: new Date().toISOString(),
      details: this.sanitizeDetails(details)
    };
    
    // Send to Salesforce webhook endpoint
    await this.sendToSalesforce('/webhook/order-status', payload);
  }
}

2. Portal BFF Security Implementation

Enhanced Order Provisioning Endpoint

Your portal BFF should implement the /orders/{sfOrderId}/fulfill endpoint with these security measures:

// Enhanced order fulfillment endpoint
@Post('orders/:sfOrderId/fulfill')
@UseGuards(EnhancedWebhookSignatureGuard)
async fulfillOrder(
  @Param('sfOrderId') sfOrderId: string,
  @Body() payload: ProvisionOrderRequest,
  @Headers('idempotency-key') idempotencyKey: string
) {
  // Your existing fulfillment logic
  return await this.orderFulfillmentService.fulfillOrder(sfOrderId, payload, idempotencyKey);
}

Enhanced Webhook Security Implementation:

@Injectable()
export class EnhancedWebhookSignatureGuard implements CanActivate {
  constructor(private configService: ConfigService) {}

  canActivate(context: ExecutionContext): boolean {
    const request = context.switchToHttp().getRequest<Request>();
    
    // 1. Verify HMAC signature (existing)
    this.verifyHmacSignature(request);
    
    // 2. Verify timestamp (prevent replay attacks)
    this.verifyTimestamp(request);
    
    // 3. Verify nonce (prevent duplicate processing)
    this.verifyNonce(request);
    
    // 4. Verify source IP (if using IP allowlisting)
    this.verifySourceIp(request);
    
    return true;
  }

  private verifyTimestamp(request: Request): void {
    const timestamp = request.headers['x-sf-timestamp'] as string;
    if (!timestamp) {
      throw new UnauthorizedException('Timestamp required');
    }
    
    const requestTime = new Date(timestamp).getTime();
    const now = Date.now();
    const maxAge = 5 * 60 * 1000; // 5 minutes
    
    if (Math.abs(now - requestTime) > maxAge) {
      throw new UnauthorizedException('Request too old');
    }
  }

  private verifyNonce(request: Request): void {
    const nonce = request.headers['x-sf-nonce'] as string;
    if (!nonce) {
      throw new UnauthorizedException('Nonce required');
    }
    
    // Check if nonce was already used (implement nonce store)
    // This prevents replay attacks
  }
}

2. Outbound Security: Portal → Salesforce

Current Implementation (Already Secure ✅)

Your existing JWT-based authentication is excellent:

// Your current pattern in salesforce-connection.service.ts
// Uses private key JWT authentication - industry standard

Enhanced Patterns for Sensitive Operations

For highly sensitive operations, consider adding:

@Injectable()
export class SecureSalesforceService {
  async createSensitiveRecord(data: SensitiveData, idempotencyKey: string) {
    // 1. Encrypt sensitive fields before sending
    const encryptedData = this.encryptSensitiveFields(data);
    
    // 2. Add idempotency protection
    const headers = {
      'Idempotency-Key': idempotencyKey,
      'X-Request-ID': uuidv4(),
    };
    
    // 3. Use your existing secure connection
    return await this.salesforceConnection.create(encryptedData, headers);
  }

  private encryptSensitiveFields(data: any): any {
    // Encrypt PII fields before transmission
    const sensitiveFields = ['ssn', 'creditCard', 'personalId'];
    // Implementation depends on your encryption strategy
  }
}

3. Data Protection Guidelines

Sensitive Data Handling

// Example: Secure order processing
export class SecureOrderService {
  async processOrderApproval(orderData: OrderApprovalData) {
    // 1. Validate customer permissions
    await this.validateCustomerAccess(orderData.customerNumber);
    
    // 2. Sanitize data for logging
    const sanitizedData = this.sanitizeForLogging(orderData);
    this.logger.log('Processing order approval', sanitizedData);
    
    // 3. Process with minimal data exposure
    const result = await this.processOrder(orderData);
    
    // 4. Audit trail without sensitive data
    await this.createAuditLog({
      action: 'order_approved',
      customerNumber: orderData.customerNumber,
      orderId: orderData.orderId,
      timestamp: new Date(),
      // No sensitive payment or personal data
    });
    
    return result;
  }

  private sanitizeForLogging(data: any): any {
    // Remove or mask sensitive fields for logging
    const { creditCard, ssn, ...safeData } = data;
    return {
      ...safeData,
      creditCard: creditCard ? '****' + creditCard.slice(-4) : undefined,
      ssn: ssn ? '***-**-' + ssn.slice(-4) : undefined,
    };
  }
}

Field-Level Security

// Implement field-level encryption for highly sensitive data
export class FieldEncryptionService {
  private readonly algorithm = 'aes-256-gcm';
  private readonly keyDerivation = 'pbkdf2';

  async encryptField(value: string, fieldType: string): Promise<EncryptedField> {
    const key = await this.deriveKey(fieldType);
    const iv = crypto.randomBytes(16);
    const cipher = crypto.createCipher(this.algorithm, key);
    
    let encrypted = cipher.update(value, 'utf8', 'hex');
    encrypted += cipher.final('hex');
    
    return {
      value: encrypted,
      iv: iv.toString('hex'),
      tag: cipher.getAuthTag().toString('hex'),
    };
  }

  async decryptField(encryptedField: EncryptedField, fieldType: string): Promise<string> {
    const key = await this.deriveKey(fieldType);
    const decipher = crypto.createDecipher(this.algorithm, key);
    
    decipher.setAuthTag(Buffer.from(encryptedField.tag, 'hex'));
    
    let decrypted = decipher.update(encryptedField.value, 'hex', 'utf8');
    decrypted += decipher.final('utf8');
    
    return decrypted;
  }
}

4. Implementation Checklist

Salesforce Setup

• Create Platform Events for portal notifications
• Set up Named Credentials for portal webhook calls
• Configure IP allowlisting for portal endpoints
• Implement HMAC signing in Apex
• Create audit trails for all portal communications

Portal Setup

• Enhance webhook signature verification
• Implement timestamp and nonce validation
• Add IP allowlisting for Salesforce
• Create encrypted payload handling
• Implement idempotency protection

Security Measures

• Rotate webhook secrets regularly
• Monitor for suspicious webhook activity
• Implement rate limiting per customer
• Add comprehensive audit logging
• Test disaster recovery procedures

5. Monitoring and Alerting

@Injectable()
export class SecurityMonitoringService {
  async monitorWebhookSecurity(request: Request, response: any) {
    const metrics = {
      sourceIp: request.ip,
      userAgent: request.headers['user-agent'],
      timestamp: new Date(),
      success: response.success,
      processingTime: response.processingTime,
    };

    // Alert on suspicious patterns
    if (this.detectSuspiciousActivity(metrics)) {
      await this.sendSecurityAlert(metrics);
    }

    // Log for audit
    this.logger.log('Webhook security metrics', metrics);
  }

  private detectSuspiciousActivity(metrics: any): boolean {
    // Implement your security detection logic
    // - Too many requests from same IP
    // - Unusual timing patterns
    // - Failed authentication attempts
    return false;
  }
}

6. Testing Security

describe('Webhook Security', () => {
  it('should reject webhooks without valid HMAC signature', async () => {
    const invalidPayload = { data: 'test' };
    const response = await request(app)
      .post('/webhooks/salesforce')
      .send(invalidPayload)
      .expect(401);
    
    expect(response.body.message).toContain('Invalid webhook signature');
  });

  it('should reject old timestamps', async () => {
    const oldTimestamp = new Date(Date.now() - 10 * 60 * 1000); // 10 minutes ago
    const payload = { data: 'test' };
    const signature = generateHmacSignature(payload);
    
    const response = await request(app)
      .post('/webhooks/salesforce')
      .set('X-SF-Signature', signature)
      .set('X-SF-Timestamp', oldTimestamp.toISOString())
      .send(payload)
      .expect(401);
  });
});

7. Production Deployment

Environment Variables

# Webhook Security
SF_WEBHOOK_SECRET=your_256_bit_secret_key_here
SF_WEBHOOK_IP_ALLOWLIST=13.108.0.0/14,204.14.232.0/23
WEBHOOK_TIMESTAMP_TOLERANCE=300000  # 5 minutes in ms

# Encryption
FIELD_ENCRYPTION_KEY=your_field_encryption_master_key
ENCRYPTION_KEY_ROTATION_DAYS=90

# Monitoring
SECURITY_ALERT_WEBHOOK=https://your-monitoring-service.com/alerts
AUDIT_LOG_RETENTION_DAYS=2555  # 7 years for compliance

Salesforce Named Credential Setup

<!-- Named Credential: Portal_Webhook -->
<NamedCredential>
    <fullName>Portal_Webhook</fullName>
    <endpoint>https://your-portal-api.com</endpoint>
    <principalType>Anonymous</principalType>
    <protocol>HttpsOnly</protocol>
    <generateAuthorizationHeader>false</generateAuthorizationHeader>
</NamedCredential>

This guide provides a comprehensive, production-ready approach to secure Salesforce-Portal integration that builds on your existing security infrastructure while adding enterprise-grade protection for sensitive data transmission.