Salesforce Enterprise RBAC

Overview

Configure enterprise-grade access control for Salesforce integrations.

Prerequisites

• Salesforce Enterprise tier subscription
• Identity Provider (IdP) with SAML/OIDC support
• Understanding of role-based access patterns
• Audit logging infrastructure

Role Definitions

Role Implementation

enum SalesforceRole {
  Admin = 'admin',
  Developer = 'developer',
  Viewer = 'viewer',
  Service = 'service',
}

interface SalesforcePermissions {
  read: boolean;
  write: boolean;
  delete: boolean;
  admin: boolean;
}

const ROLE_PERMISSIONS: Record<SalesforceRole, SalesforcePermissions> = {
  admin: { read: true, write: true, delete: true, admin: true },
  developer: { read: true, write: true, delete: false, admin: false },
  viewer: { read: true, write: false, delete: false, admin: false },
  service: { read: true, write: true, delete: false, admin: false },
};

function checkPermission(
  role: SalesforceRole,
  action: keyof SalesforcePermissions
): boolean {
  return ROLE_PERMISSIONS[role][action];
}

SSO Integration

SAML Configuration

// Salesforce SAML setup
const samlConfig = {
  entryPoint: 'https://idp.company.com/saml/sso',
  issuer: 'https://salesforce.com/saml/metadata',
  cert: process.env.SAML_CERT,
  callbackUrl: 'https://app.yourcompany.com/auth/salesforce/callback',
};

// Map IdP groups to Salesforce roles
const groupRoleMapping: Record<string, SalesforceRole> = {
  'Engineering': SalesforceRole.Developer,
  'Platform-Admins': SalesforceRole.Admin,
  'Data-Team': SalesforceRole.Viewer,
};

OAuth2/OIDC Integration

import { OAuth2Client } from '@salesforce/sdk';

const oauthClient = new OAuth2Client({
  clientId: process.env.SALESFORCE_OAUTH_CLIENT_ID!,
  clientSecret: process.env.SALESFORCE_OAUTH_CLIENT_SECRET!,
  redirectUri: 'https://app.yourcompany.com/auth/salesforce/callback',
  scopes: ['read', 'write'],
});

Organization Management

interface SalesforceOrganization {
  id: string;
  name: string;
  ssoEnabled: boolean;
  enforceSso: boolean;
  allowedDomains: string[];
  defaultRole: SalesforceRole;
}

async function createOrganization(
  config: SalesforceOrganization
): Promise<void> {
  await salesforceClient.organizations.create({
    ...config,
    settings: {
      sso: {
        enabled: config.ssoEnabled,
        enforced: config.enforceSso,
        domains: config.allowedDomains,
      },
    },
  });
}

Access Control Middleware

function requireSalesforcePermission(
  requiredPermission: keyof SalesforcePermissions
) {
  return async (req: Request, res: Response, next: NextFunction) => {
    const user = req.user as { salesforceRole: SalesforceRole };

    if (!checkPermission(user.salesforceRole, requiredPermission)) {
      return res.status(403).json({
        error: 'Forbidden',
        message: `Missing permission: ${requiredPermission}`,
      });
    }

    next();
  };
}

// Usage
app.delete('/salesforce/resource/:id',
  requireSalesforcePermission('delete'),
  deleteResourceHandler
);

Audit Trail

interface SalesforceAuditEntry {
  timestamp: Date;
  userId: string;
  role: SalesforceRole;
  action: string;
  resource: string;
  success: boolean;
  ipAddress: string;
}

async function logSalesforceAccess(entry: SalesforceAuditEntry): Promise<void> {
  await auditDb.insert(entry);

  // Alert on suspicious activity
  if (entry.action === 'delete' && !entry.success) {
    await alertOnSuspiciousActivity(entry);
  }
}

Instructions

Step 1: Define Roles

Map organizational roles to Salesforce permissions.

Step 2: Configure SSO

Set up SAML or OIDC integration with your IdP.

Step 3: Implement Middleware

Add permission checks to API endpoints.

Step 4: Enable Audit Logging

Track all access for compliance.

Output

• Role definitions implemented
• SSO integration configured
• Permission middleware active
• Audit trail enabled

Error Handling

Examples

Quick Permission Check

if (!checkPermission(user.role, 'write')) {
  throw new ForbiddenError('Write permission required');
}

Resources

• Salesforce Enterprise Guide
• SAML 2.0 Specification
• OpenID Connect Spec

Next Steps

For major migrations, see salesforce-migration-deep-dive.