iSyncSFDocumentation

#19. Security & Permissions

iSyncSF uses Salesforce Permission Sets to control who can run syncs, initiate rollbacks, and manage configuration. All data access is governed by field-level security enforcement and with-sharing Apex patterns — ensuring iSyncSF respects your org's existing security model.

Purpose: The security layer controls who can do what within iSyncSF. Custom permissions provide feature-level access control (who can sync, who can rollback, who can manage templates), while FLS enforcement and sharing rules protect data access at the field and record level. OAuth token encryption protects stored credentials. Where It Fits: Security is configured during initial setup and enforced at all times. Admins assign custom permissions to permission sets/profiles to control user access. The security settings affect every interaction - from viewing templates to executing syncs to rolling back data.

#19.1 Custom Permissions

The application uses custom permissions to control access to specific features:

PermissionControls
Manage Template LinesAdd, edit, and delete template lines
Template PreviewAccess to the scan/preview feature
Template Sync NowAbility to execute sync immediately
Template Metadata CheckEnable metadata mismatch checking
Template Metadata UpdateEnable metadata fix/resolve capability
Template Rollback SyncAbility to perform sync rollback
Template Abort JobAbility to abort running sync jobs
Template SaveAbility to save template configuration

#19.2 Security Features