387 Fls Best Practices F0e7117b

Field-Level Security (FLS) Best Practices

Overview

Field-Level Security (FLS) controls which users can view and edit specific fields on records. Proper FLS configuration is essential for data security and compliance.

Understanding FLS

Two Levels of Field Access

1. Readable: User can see the field value
2. Editable: User can modify the field value (implies readable)

FLS vs Object Permissions

User Access = Object Permissions + Field-Level Security + Record Access

Object Permissions: Can user access the object at all?
FLS: Can user see/edit specific fields?
Record Access: Can user access specific records?

Where FLS is Configured

• Profiles (base access)
• Permission Sets (additive access)
• Permission Set Groups (combined sets)

Best Practices

1. Use Permission Sets Over Profiles

Why:

• Profiles are monolithic and hard to maintain
• Permission Sets are additive and composable
• Easier to manage feature-based access

Pattern:

Profile: Base access (read-only on most fields)
Permission Set: Feature-specific edit access

Example:

<!-- Permission Set for Invoice Editors -->
<PermissionSet>
    <label>Invoice Editor</label>
    <fieldPermissions>
        <editable>true</editable>
        <field>Invoice__c.Amount__c</field>
        <readable>true</readable>
    </fieldPermissions>
    <fieldPermissions>
        <editable>true</editable>
        <field>Invoice__c.Status__c</field>
        <readable>true</readable>
    </fieldPermissions>
</PermissionSet>

2. Principle of Least Privilege

Rule: Grant minimum access needed for the job function

Steps:

1. Start with no access
2. Add read access where needed
3. Add edit access only where required
4. Review periodically

Anti-Pattern:

<!-- DON'T: Grant edit on everything -->
<fieldPermissions>
    <editable>true</editable>
    <field>Account.AnnualRevenue</field>
    <readable>true</readable>
</fieldPermissions>

Better:

<!-- DO: Grant read-only unless edit is required -->
<fieldPermissions>
    <editable>false</editable>
    <field>Account.AnnualRevenue</field>
    <readable>true</readable>
</fieldPermissions>

3. Protect Sensitive Fields

Identify Sensitive Fields

Protection Strategies

1. Restrict to Specific Permission Sets

<PermissionSet>
    <label>PII_Access</label>
    <description>Access to sensitive PII fields</description>
    <fieldPermissions>
        <editable>false</editable>
        <field>Contact.SSN__c</field>
        <readable>true</readable>
    </fieldPermissions>
</PermissionSet>

2. Use Shield Platform Encryption

• Encrypts data at rest
• Searchable with deterministic encryption
• Requires Shield license

3. Use Classic Encryption (Encrypted Text Field)

• Masks display (shows last 4 characters)
• Limited functionality
• No additional license needed

4. FLS in Apex Code

Always Check FLS in Apex

With SOQL:

// Good: Respects FLS
List<Account> accounts = [
    SELECT Name, Industry
    FROM Account
    WITH USER_MODE
];

// Alternative: Security.stripInaccessible
List<Account> accounts = [SELECT Name, Industry, Revenue FROM Account];
SObjectAccessDecision decision = Security.stripInaccessible(
    AccessType.READABLE,
    accounts
);
List<Account> safeAccounts = decision.getRecords();

With DML:

// Good: Respects FLS
Database.insert(accounts, AccessLevel.USER_MODE);

// Alternative: Check before DML
if (Schema.sObjectType.Account.fields.Industry.isUpdateable()) {
    account.Industry = 'Technology';
}

5. Organize Permission Sets by Function

Pattern:

[Object]_[AccessLevel]
[Feature]_[Role]
[Integration]_Access

Example Structure:

Permission Sets/
├── Account_Read_Only.permissionset-meta.xml
├── Account_Full_Access.permissionset-meta.xml
├── Invoice_Approver.permissionset-meta.xml
├── Invoice_Creator.permissionset-meta.xml
├── ERP_Integration_Access.permissionset-meta.xml
└── Reports_Power_User.permissionset-meta.xml

6. Use Permission Set Groups

Why:

• Combine related permission sets
• Easier role-based assignment
• Single assignment per user role

Example:

Permission Set Group: Sales_Representative
├── Account_Full_Access
├── Contact_Full_Access
├── Opportunity_Full_Access
├── Quote_Creator
└── Reports_Basic

7. Handle Formula Fields Correctly

Important: Formula fields inherit FLS from referenced fields

Formula: Account.Owner.Manager.Name

User needs READ access to:
- Account.OwnerId
- User.ManagerId
- User.Name (on Manager)

Best Practice: Test formulas with different user profiles

8. Document FLS Decisions

For each sensitive field, document:

• Why it exists
• Who should have access
• Which permission sets grant access
• Review date

Example:

<CustomField>
    <fullName>SSN__c</fullName>
    <description>
        Social Security Number - SENSITIVE
        Access: HR_PII_Access permission set only
        Review: Quarterly by Security team
    </description>
</CustomField>

Common Mistakes

1. Relying on Page Layout for Security

❌ "Users can't see it because it's not on the layout"
✅ FLS controls true visibility; layouts are UX only

2. Granting Edit Without Business Need

❌ "Give them edit just in case they need it"
✅ Start read-only, add edit when requested

3. Not Checking FLS in Apex

❌ Assuming controller/trigger runs as system
✅ Always use WITH USER_MODE or Security.stripInaccessible

4. Over-Using System Administrator

❌ "Just use System Admin profile"
✅ Create specific permission sets for each function

5. Not Testing FLS Changes

❌ Deploy FLS changes without testing
✅ Test with actual user profiles before deploy

FLS Audit Checklist

For Each Object

• All fields reviewed for sensitivity
• Sensitive fields have restricted access
• Permission Sets exist for each access pattern
• No unnecessary edit permissions
• Formula fields tested with limited users
• Integration users have minimal required access

For Apex Code

• All SOQL uses WITH USER_MODE or stripInaccessible
• All DML uses USER_MODE or checks isUpdateable()
• Tests verify FLS enforcement
• No hardcoded field access bypass

For Deployment

• FLS changes reviewed by security team
• Changes tested with representative users
• Rollback plan exists
• Documentation updated

Quick Reference

SOQL FLS Modes

Schema Methods

Security.stripInaccessible