Agent skill

Salesforce Security Basics

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation.

MITAuto-check passedSales & Support

Install Salesforce Security Basics

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-security-basics -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace salesforce-security-basics --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/salesforce-security-basics .claude/skills/salesforce-security-basics && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
salesforce-security-basics
GitHub stars
2.8k
Token cost
~1.1k tokens
SKILL.md length
414 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation.

  • Works in 7 steps: Map trust boundaries, principals, orgs,… → Verify app type, OAuth flow, scopes,… → Review permission sets or groups,… → …
  • Reviewing threats
  • SKILL.md covers Overview, Prerequisites, Tool Discipline and Current Contract, plus 8 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Salesforce Security Basics is an agent skill from jeremylongshore/tons-of-skills-marketplace. Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation. Use when reviewing threats or hardening controls. Trigger with "secure Salesforce integration".

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code; security, identity, permission, sharing, and encryption changes require customer security and Salesforce administrator approval

It sits in Sales & Support, covering CRM management. It works with Salesforce. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Reviewing threats
  • Hardening controls
  • With secure Salesforce integration

Example prompts

  • “secure Salesforce integration”
  • “/salesforce-security-basics”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code; security, identity, permission, sharing, and encryption changes require customer security and Salesforce administrator approval
  • Pre-approved tools (allowed-tools): Read, Glob, Grep, WebFetch, Write, Edit

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. Map trust boundaries, principals, orgs, APIs, events, data classes, mutations, logs, vendors, and failure paths.
  2. Verify app type, OAuth flow, scopes, policies, certificate or secret custody, token lifetime, rotation, and revocation.
  3. Review permission sets or groups, profile baseline, CRUD, field access, sharing, elevated access, and separation of duties.
  4. Inspect queries, payloads, caches, queues, logs, exports, support bundles, backups, and retention for minimum-data handling.
  5. Assess SOQL injection, mass assignment, replay, duplicate mutation, confused-deputy, mixed-org, and secret-exposure threats.
  6. Test denied paths, expired and revoked credentials, inaccessible fields, sharing restrictions, redaction, and break-glass audit.
  7. Track every gap with severity, owner, deadline, compensating control, verification evidence, and review cadence.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Glob
    • Grep
    • WebFetch
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • developer.salesforce.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code; security, identity, permission, sharing, and encryption changes require customer security and Salesforce administrator approval

    From compatibility in the SKILL.md frontmatter.

Context cost

Salesforce Security Basics loads about 1.1k tokens when it runs. Until then it costs about 64 tokens; SKILL.md has 414 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~64
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 414 words, ~1,098 tokens.

Download SKILL.mdSave it as .claude/skills/salesforce-security-basics/SKILL.md (or your agent's skills folder).
name
salesforce-security-basics
description
Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation. Use when reviewing threats or hardening controls. Trigger with "secure Salesforce integration".
allowed-tools
Read, Glob, Grep, WebFetch, Write, Edit
compatibility
Designed for Claude Code; security, identity, permission, sharing, and encryption changes require customer security and Salesforce administrator approval
argument-hint
[org-alias] [integration]
version
1.8.0
author
Jeremy Longshore <jeremy@intentsolutions.io>
license
MIT
tags
saas, salesforce, security, least-privilege, data-protection
model
inherit
effort
high

Salesforce Integration Security Baseline

Overview

Build a shared-responsibility control set that connects the external application, Salesforce org, principal, data, event, and operational boundaries.

Prerequisites

  • System context, data classes, org topology, app type, principal, APIs, events, and support paths
  • Current customer security policy, Salesforce security documentation, and threat model
  • Identity, security, Salesforce administration, privacy, data, application, and incident owners

Tool Discipline

Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts.

Current Contract

Salesforce access combines OAuth client policy, user or integration-principal permissions, object CRUD, field-level access, record sharing, org settings, and optional security products. Controls and entitlements must be verified in the target org.

Authentication

Prefer an External Client App for new REST integrations where the org contract requires it, or govern an approved existing Connected App. Use workload-appropriate OAuth, minimum scopes, protected secret custody, rotation, revocation, and no human-password automation.

Instructions

  1. Map trust boundaries, principals, orgs, APIs, events, data classes, mutations, logs, vendors, and failure paths.
  2. Verify app type, OAuth flow, scopes, policies, certificate or secret custody, token lifetime, rotation, and revocation.
  3. Review permission sets or groups, profile baseline, CRUD, field access, sharing, elevated access, and separation of duties.
  4. Inspect queries, payloads, caches, queues, logs, exports, support bundles, backups, and retention for minimum-data handling.
  5. Assess SOQL injection, mass assignment, replay, duplicate mutation, confused-deputy, mixed-org, and secret-exposure threats.
  6. Test denied paths, expired and revoked credentials, inaccessible fields, sharing restrictions, redaction, and break-glass audit.
  7. Track every gap with severity, owner, deadline, compensating control, verification evidence, and review cadence.
Show full SKILL.md (138 more words)Show less

Approval Boundaries

Do not change app policy, scopes, permissions, sharing, encryption, retention, or monitoring without security, admin, privacy, and data-owner approval.

Output

Return the threat model, access matrix, control evidence, denied-path tests, gaps, compensating controls, rotation and revocation proof, and owners.

Error Handling

ConditionResponse
Administrator access masks a denied pathRepeat with the actual integration principal before accepting the control.
Security product or event is not entitledRecord the boundary and choose a documented compensating control.
Credential exposure is suspectedRevoke and rotate through the incident process before further testing.

Example

A redacted completion receipt might look like this:

text
integration=orders; app=external-client-app; scopes=minimum; crud-fls=verified; sharing=verified; denied-tests=pass; gaps=2-owned

Resources

Next Steps

Run the workflow first in the lowest-risk authorized org and preserve its redacted receipt. Schedule a review against the next Salesforce seasonal release and the customer change calendar.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/salesforce-security-basics of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Salesforce Security Basics next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Salesforce Security Basics compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Salesforce Security Basics this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.1kAutomated safety check: PassMIT
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib154—~4.3kAutomated safety check: PassMIT
Sf DatacloudJaganpro/sf-skills424—~2.7kAutomated safety check: PassMIT
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib154—~2kAutomated safety check: PassMIT
Dev SetupPortwood-Global-Solutions/Portwood126—~1.1kAutomated safety check: PassApache-2.0
Sf FlowJaganpro/sf-skills424—~1.8kAutomated safety check: PassMIT

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Works with

Categories

Questions about Salesforce Security Basics

What does Salesforce Security Basics do?

Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation. Salesforce Security Basics is an agent skill from jeremylongshore/tons-of-skills-marketplace. Secure a Salesforce integration across OAuth, principals, permissions, sharing, fields, secrets, encryption, logging, and revocation.

When should I use Salesforce Security Basics?

Salesforce Security Basics fits situations like: reviewing threats; hardening controls; with secure Salesforce integration.

How do I install Salesforce Security Basics in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-security-basics -a claude-code`. Or copy the skill folder (skills/.curated/salesforce-security-basics in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/salesforce-security-basics in your project. Claude Code loads it when a task matches its description.

How do I install Salesforce Security Basics in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-security-basics -a codex`. Or copy the skill folder (skills/.curated/salesforce-security-basics in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/salesforce-security-basics in your project. Codex loads it when a task matches its description.

Can I use Salesforce Security Basics in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill salesforce-security-basics -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/salesforce-security-basics, .gemini/skills/salesforce-security-basics, .github/skills/salesforce-security-basics and .opencode/skills/salesforce-security-basics in your project.

What does Salesforce Security Basics need to run?

SKILL.md names no scripts, command-line tools or credentials: Salesforce Security Basics is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Glob, Grep, WebFetch, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code; security, identity, permission, sharing, and encryption changes require customer security and Salesforce administrator approval.

Does Salesforce Security Basics access the network?

SKILL.md names 1 domain. As links in the text: developer.salesforce.com. This is read from the text; nothing was executed.

Is Salesforce Security Basics safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Salesforce Security Basics use?

Salesforce Security Basics is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Salesforce Security Basics use?

About 1.1k tokens (SKILL.md is roughly 4.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Salesforce Security Basics?

Skills that share tags, products or a category with Salesforce Security Basics: Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars), Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars) and Dev Setup (Portwood-Global-Solutions/Portwood, 126 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Salesforce Security Basics?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.