Baseline principles
- Begin with a development org or sandbox.
- Use a private repository with named owners.
- Keep credentials in an approved secret store, never in committed files.
- Use minimum required workflow and repository permissions.
- Default to metadata-only retrieval.
- Do not write production data to GitHub.
- Define retention, access, notification, and credential rotation before production.
Authorization paths
The simplest pilot may use an approved Salesforce CLI authorization artifact stored as a repository or environment secret. Organizations with stronger controls can scope a dedicated OAuth client and certificate-based flow. The final method depends on the company’s security requirements and current Salesforce platform capabilities.
What the implementation does not claim
This service does not make a company compliant by itself, replace counsel or security review, or provide a managed backup service-level agreement. It creates an inspectable technical baseline that can be hardened to the requirements the company defines.
Data handling
Metadata source belongs in the repository. Salesforce record data is handled separately and only sent to an approved destination after access, retention, encryption, and recovery expectations are documented.