This page describes AAES Govern’s controls. AAES Operate has private-work permissions, operational reviews and recorded-spend limits; it does not include Govern. About AAES Govern
Before you enable this package
Replace the endpoint host with your organization’s My Domain. The placeholder your-instance.my.salesforce.com is a real Salesforce domain, not a reserved .invalid name, so it does not fail closed. Supply an externally refreshed token through your vault and verify its scopes, audience, expiry, and revocation behavior in your deployment.
Read each action's effects and exclusions below. Before installation, also read the complete package requirements, including credential issuance, scope, expiry, and provider permissions. These are deployment prerequisites, not capabilities this package supplies.
Capabilities (4)
Each capability below is one registered operation. The complete package JSON includes its exact network destination allowlist. The repository stores it at packs/salesforce.json and embeds a copy in the release binary.
Risk tiers. R0 is the minimum for reads. R2 is the minimum for write, create, update, execute, and invoke. R3 is the minimum for delete, send, pay, deploy, approve, share, and transfer. Operators can raise these levels. A minimum tier does not measure the operation's business or confidentiality risk.
On supported execution paths routed through AAES Govern, the R3 actions listed below require approval by an authorized person. Bypass paths and observation-only registrations are outside that guarantee. A provider's restoration feature does not remove this approval requirement. A provider-side approval, such as approving a GitLab merge request, is also separate from AAES Govern human approval. The capability matrix shows which execution paths are implemented, restricted to lab use, or refused at startup. Live compatibility must be tested in your environment.
Field guide. Endpoint is the service address and request method. Connector is the adapter that makes the call. Custody describes how the credential is held; the credential reference identifies the value to resolve. Data class sets handling requirements: pii means personal data, financial means financial records, and internal means internal organizational data.
salesforce.account.read v1.1.0R0
- Kind
- tool
- Action
- read
- Endpoint
GET https://your-instance.my.salesforce.com.invalid/services/data/v62.0/query?q=SELECT+Id,Name,Type,Industry,BillingCity,BillingCountry,Phone,Website,OwnerId,LastModifiedDate+FROM+Account+ORDER+BY+LastModifiedDate+DESC+LIMIT+200- Connector
- http
- Custody
- customer_vault
- Credential ref
secret-ref-salesforce-oauth- Data class
- pii
Read account.
Read the 200 most recently modified Account records through the SOQL query resource, with a fixed query pinned in the registered endpoint: SELECT Id, Name, Type, Industry, BillingCity, BillingCountry, Phone, Website, OwnerId, LastModifiedDate FROM Account ORDER BY LastModifiedDate DESC LIMIT 200. The HTTP connector dials the registered endpoint and ignores a query string the caller supplies, so a caller cannot substitute another SOQL statement, object or field list through this capability. LIMIT 200 keeps the result inside one query batch, so no nextRecordsUrl follow-up is needed (that locator is a different path, which this registration would refuse). A deployment that needs another selection registers its own capability version with its own fixed query. Account data identifies individuals and is classified as pii (personal data).
salesforce.lead.create v1.1.0R2
- Kind
- tool
- Action
- create
- Endpoint
POST https://your-instance.my.salesforce.com.invalid/services/data/v62.0/sobjects/Lead- Connector
- http
- Custody
- customer_vault
- Credential ref
secret-ref-salesforce-oauth- Data class
- pii
Create lead.
Create a Lead record.
salesforce.opportunity.update v1.1.0R2
- Kind
- tool
- Action
- update
- Endpoint
PATCH https://your-instance.my.salesforce.com.invalid/services/data/v62.0/sobjects/Opportunity/OPPORTUNITY_ID- Connector
- http
- Custody
- customer_vault
- Credential ref
secret-ref-salesforce-oauth- Data class
- financial
Update opportunity.
Update one Opportunity record, including amount and stage; OPPORTUNITY_ID in the path is a placeholder for the record this capability is bound to.
salesforce.account.delete v1.1.0R3
- Kind
- tool
- Action
- delete
- Endpoint
DELETE https://your-instance.my.salesforce.com.invalid/services/data/v62.0/sobjects/Account/ACCOUNT_ID- Connector
- http
- Custody
- customer_vault
- Credential ref
secret-ref-salesforce-oauth- Data class
- pii
Delete account.
Delete one Account record; ACCOUNT_ID in the path is a placeholder for the record this capability is bound to. Delete is one of the designated actions requiring human approval, so it carries the minimum R3 tier; policy can raise it further.
Credential reference
The credential field names a reference rather than containing credential material. Packs are designed not to contain secrets; the format checks cover only known credential formats and cannot prove that arbitrary text contains no secrets. Installing a package registers its capabilities. Configure the provider credentials, endpoints, and network access, then test the integration in your environment before enabling it.
- Reference
secret-ref-salesforce-oauth- Custody
- customer_vault
- Injection
- header (Authorization)
Configure the value and injection format specified in the package. Assign responsibility for credential rotation and revocation, restrict provider permissions, and keep credential material out of logs and responses.
Complete credential requirements
A Salesforce access token (minted by an external client app or a connected app) held in the client's own secret manager. The stored material must be the complete Authorization header value (scheme included). A per-decision token obtained by identity federation is the stronger option where the org supports it; this pack registers the client-vault model as the default.
Resources
salesforce-org(api, financial):https://your-instance.my.salesforce.com.invalid
Technical package and review record
Complete provider requirements and exclusions
The endpoint host 'your-instance.my.salesforce.com.invalid' is a placeholder under the reserved .invalid name, so an unsubstituted pack resolves nowhere and fails closed: replace it with the org's own My Domain host before enabling, in the endpoints, the resource locator and the egress allowlist. OPPORTUNITY_ID and ACCOUNT_ID in the endpoint paths are placeholders too: Salesforce's sObject Rows resource targets one record as /sobjects/{Object}/{Id}, so update and delete must name the record they are bound to. Account retrieval goes through the query resource with one fixed SOQL statement pinned in the registered endpoint's q parameter: the capability reads Account records only, and a caller cannot supply its own SOQL, because the HTTP connector dials the registered endpoint and ignores the caller's query string. Pack version 1.1.0 replaced the 1.0.0 registration of salesforce.account.read, which registered the bare query resource and was described as accepting any SOQL statement. The lead, opportunity and delete capabilities also carry 1.1.0, because the .invalid placeholder host changed their registered endpoints in the same release; a capability's version is the pack version in which its registration last changed.
Replace the ids before enabling. As of Spring '26 Salesforce restricts new connected-app creation and recommends external client apps for new integrations; the org's admin creates the app, and this pack does not. The pack pins API version v62.0 deliberately: Salesforce keeps serving pinned versions, and a version bump is a reviewed migration, not a silent edit. Credential custody was reviewed on 2026-09-21 against this pack's custody model (a long-lived OAuth access token held in the customer's vault and refreshed client-side), with the following findings.
Issuance authority and delegation: tokens are minted by the org's authorizing server for an external client app or connected app that the org's own admin creates (as of Spring '26 new connected apps can't be created and external client apps are recommended), and each OAuth flow grants the app restricted, delegated access on the user's behalf. Scope: scopes are fixed in the app's OAuth settings at creation; the retrieved pages do not enumerate the scope catalog, so exact scope names are confirmed in the org's app configuration rather than assumed.
Audience: the retrieved docs establish that the org's resource server validates the token for that org's REST API, but document no audience claim, so audience binding beyond org-scoped validation is not established. TTL: the app's session timeout value determines when an access token is no longer valid (the value is org-configured, not a documented constant); refresh-token lifetime is an admin policy, and Salesforce documents an idle-TTL control that invalidates refresh tokens idle for 30 days and requires Refresh Token Rotation for partner apps (compliance due May 11, 2026).
Refresh ownership: the client performs the refresh-token flow, and under rotation must capture and securely store the new refresh token each time — refresh ownership sits with an external client-side process; the executor injects the vault-held header verbatim and performs no token lifecycle itself.
Revocation: the endpoint https://{MyDomainName}.my.salesforce.com/services/oauth2/revoke invalidates an access token, or a refresh token together with all associated access tokens. Executor access and replay/exposure: the executor reads only the vault reference and injects the stored header value; bearer tokens are replayable while valid, and Salesforce's rotation control invalidates a stolen refresh token on next use while an IP-allowlist control can restrict where refresh requests originate.
Alternate access paths: the org's UI, other OAuth flows and other apps retain access outside this pack, and revoking this pack's grant closes only this path. identity_federation (a per-decision token where the org supports it) remains one candidate stronger model, not an automatic pass. Credential custody review is complete.
Download the complete package JSON for exact network allowlists, credential requirements, exclusions, and setup notes. Read these requirements before installation.
The full documentation review record is supplied in the evaluation package. The evaluation package runs in your environment and comes only with the paid design partnership. This page reproduces the source links and review block; the full record is available for evaluation. Discuss a design partnership to inspect it before installation.
Review block
This section reproduces the review block recorded in the pack file. The evidence and approval record is separate: for a reviewed pack, it is in the evaluation materials and in the release binary's embedded assets.
Review completed: 2026-10-22
6 sources, retrieved 2026-09-20, 2026-09-21
- https://developer.salesforce.com/docs/platform/api-rest/guide/intro-oauth-and-connected-apps.html (retrieved 2026-09-20)
- https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/ (retrieved 2026-09-20)
- https://developer.salesforce.com/docs/platform/api-rest/guide/resources-list.html (retrieved 2026-09-21)
- https://developer.salesforce.com/docs/platform/mobile-sdk/guide/oauth-refresh-token-flow.html (retrieved 2026-09-21)
- https://developer.salesforce.com/docs/platform/mobile-sdk/guide/oauth-revoking-tokens.html (retrieved 2026-09-21)
- https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/secure_code_ac_eca.htm (retrieved 2026-09-21)
Current documentation links are navigation aids. They do not change the package, its historical sources or its review date. Review dates describe a documentation review, not a live integration test. No package is provider-endorsed or yet tested against a live provider tenant.
Release identity
SHA-256 of the pack file bytes: 26ebb7bd6d04fbdb47dc8cdfc0aafc5d9cc6bdcfea60d964ac0ea521e2ea8680
Distributable: yes, digest matches the release manifest. Editing a package changes its release identity. A deployment plan checks its own file digests; it does not restore reviewed status or authenticate approval.