A tailored course, built for your situation
Mastering PCI DSS for Senior Salesforce Lightning Developers
Build compliance-native integrations with precision and confidence
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Integration rework due to late-stage compliance gaps
The situation this course is for
Developers build robust Salesforce integrations, only to face delays when compliance teams flag PCI DSS scope issues post-deployment. The cost isn’t just time, it’s credibility.
Who this is for
Senior Salesforce developer in financial services who owns end-to-end integration design and is expected to embed compliance into delivery without slowing velocity
Who this is not for
Junior admins, non-technical analysts, or consultants focused solely on audit documentation
What you walk away with
- Map Salesforce integration points directly to PCI DSS control requirements
- Anticipate scope challenges before sprint kickoff
- Produce integration designs that pass compliance review the first time
- Document control alignment natively within solution architecture
- Reduce back-and-forth between development and compliance teams
The 12 modules (with all 144 chapters)
Module 1. PCI DSS Scope Fundamentals for Salesforce Integrations
Understand how PCI DSS applies to Salesforce Lightning when handling cardholder data, including virtual terminals, payment forms, and data transit points.
12 chapters in this module
- Identifying cardholder data in Salesforce object models
- Mapping DSS scope to custom Lightning components
- Differentiating storage versus transmission risks
- Common missteps in payment form design
- Boundary definition for third-party payment processors
- Tokenization patterns within Salesforce flows
- When PCI overlaps with GLBA in customer data handling
- Scope creep from related data elements
- Audit expectation vs developer intent mismatch
- How sandbox environments affect compliance scope
- Data flow diagramming for PCI audit readiness
- Establishing ownership of control boundaries
Module 2. Secure Development Lifecycle Alignment
Integrate PCI requirements into existing Salesforce development workflows without slowing delivery velocity.
12 chapters in this module
- Embedding compliance checks in CI/CD pipelines
- Automated scanning for PCI-relevant code patterns
- Pre-commit validation for sensitive field exposure
- Secure coding standards for Lightning controllers
- Role-based access reviews during deployment
- Enforcing encryption standards in Apex logic
- Managing secrets in Salesforce environments
- Version control strategies for compliance artifacts
- Tracking control implementation across sprints
- Peer review checklists for PCI alignment
- Balancing agility with audit trail completeness
- Developer ownership of control testing
Module 3. Authentication and Access Control in Lightning
Implement PCI-compliant authentication patterns specific to Salesforce Lightning interfaces.
12 chapters in this module
- Multi-factor authentication enforcement strategies
- Session timeout configuration in Lightning
- Role hierarchy design to limit data exposure
- Custom permission sets for payment-related functions
- Secure SSO integration with identity providers
- Monitoring privileged access in real time
- Detecting anomalous login behavior
- Single sign-on risks in multi-app environments
- User provisioning and deactivation workflows
- Access review automation in Salesforce
- Segregation of duties in developer roles
- Audit logging for authentication events
Module 4. Encryption Strategies for Data at Rest and in Transit
Apply PCI encryption mandates correctly within Salesforce’s native capabilities and custom extensions.
12 chapters in this module
- Salesforce Shield vs native encryption options
- Field-level encryption for cardholder data
- TLS configuration across Salesforce instances
- Certificate management best practices
- Secure APIs for payment data transmission
- Avoiding common encryption antipatterns
- Key rotation workflows in platform-native tools
- Data masking in reporting layers
- Encryption validation during integration testing
- Third-party service encryption compatibility
- End-to-end data protection in mobile flows
- Compliance evidence capture for encryption controls
Module 5. Vulnerability Management in Salesforce Environments
Maintain PCI compliance through proactive vulnerability detection and remediation in Lightning deployments.
12 chapters in this module
- Scheduling regular security scans in sandboxes
- Prioritizing findings based on PCI impact
- Integrating Salesforce security health checks
- Apex code vulnerability patterns
- Insecure deserialization risks in Lightning
- Cross-site scripting in dynamic components
- Secure handling of JavaScript libraries
- Patch management for managed packages
- Tracking vulnerabilities across orgs
- Automated reporting to compliance teams
- Remediation timelines aligned with PCI DSS
- Documenting exceptions with justification
Module 6. Logging and Monitoring for Audit Readiness
Design logging strategies that satisfy PCI DSS requirements while supporting operational visibility.
12 chapters in this module
- Critical events to log for PCI compliance
- Salesforce event monitoring vs custom logging
- Storing logs securely and accessibly
- Retention policies meeting 1-year minimum
- Correlating logs across systems
- Real-time alerting for suspicious activity
- Integrating with SIEM tools from Salesforce
- Log integrity protection techniques
- Audit trail completeness checks
- Sampling frequency for high-volume events
- User activity tracking without over-collection
- Preparing log reports for internal review
Module 7. Firewall and Network Configuration Rules
Understand how Salesforce Lightning interacts with network perimeters and firewall policies.
12 chapters in this module
- Identifying trusted IP ranges in org settings
- Secure inbound and outbound callouts
- Managing Salesforce-to-external-service connections
- IP filtering for payment processor integrations
- Dynamic endpoint risks in cloud environments
- DNS protection for Salesforce domains
- Secure API gateway configurations
- Monitoring unauthorized connection attempts
- Network segmentation in hybrid architectures
- Documenting network controls for auditors
- Firewall rule review cycles
- Change management for network policies
Module 8. Point-to-Point Encryption and Tokenization
Implement secure payment data handling using P2PE and tokenization patterns in Salesforce.
12 chapters in this module
- Integrating P2PE solutions with Salesforce forms
- Token lifecycle management in CRM objects
- Validating third-party P2PE compliance
- Secure handling of decryption keys
- Masking tokens in user interfaces
- Token substitution in reporting layers
- Data flow from POS to Salesforce records
- Audit trail for token operations
- Reversing tokens only in approved contexts
- Compliance boundaries with payment gateways
- Testing tokenization in sandbox environments
- Documenting P2PE scope with service providers
Module 9. Third-Party Vendor Risk in Integrations
Manage PCI compliance obligations when integrating with external payment processors and services.
12 chapters in this module
- Assessing vendor PCI compliance status
- Reviewing third-party SOC 2 reports
- Contractual controls for data handling
- Managing API risk with external providers
- Data sovereignty considerations in cloud services
- Vendor onboarding checklists for developers
- Monitoring vendor security posture changes
- Incident response coordination planning
- Shared responsibility model clarity
- Exit strategies for non-compliant vendors
- Auditor communication about vendor reliance
- Maintaining evidence of due diligence
Module 10. Self-Assessment Questionnaire (SAQ) Alignment
Map your Salesforce implementations to the correct SAQ type and provide supporting evidence.
12 chapters in this module
- Determining SAQ type based on integration design
- Completing SAQ A vs SAQ D for developers
- Gathering evidence from code and config
- Documenting control implementation in Apex
- Leveraging Salesforce Trust reports
- Working with compliance teams on attestations
- Versioning SAQ documentation with releases
- Handling scope changes between cycles
- Common gaps in developer-led SAQ completion
- Automating evidence collection workflows
- Aligning internal reviews with SAQ timelines
- Preparing for auditor follow-ups
Module 11. Incident Response Planning for Developers
Prepare technical response playbooks for potential PCI-related security incidents.
12 chapters in this module
- Identifying signs of cardholder data compromise
- Immediate containment actions in Salesforce
- Preserving logs and system state
- Coordinating with incident response team
- Data isolation procedures during investigation
- Communication protocols during breach
- Forensic readiness in cloud platforms
- Post-mortem analysis from developer perspective
- Updating controls after incident review
- Regulator reporting timelines and expectations
- Customer notification support from dev team
- Lessons learned integration into future sprints
Module 12. Sustainable Compliance Through Automation
Build lasting compliance into Salesforce Lightning development with automated governance tools.
12 chapters in this module
- Automated control validation in deployment pipelines
- Policy-as-code for PCI requirements
- Integrating compliance checks into developer workflows
- Alerting on configuration drift
- Dashboarding compliance health across orgs
- Standardizing templates for recurring integrations
- Knowledge transfer through documented patterns
- Reducing rework across teams
- Scaling best practices enterprise-wide
- Future-proofing for PCI DSS updates
- Maintaining agility while increasing assurance
- Building a legacy of secure innovation
How this maps to your situation
- After major Salesforce integration launch
- During annual PCI audit preparation
- Before deploying new payment forms
- When onboarding new third-party processors
Before vs. after
Before
Integration designs often require compliance rework, leading to delays and misalignment between development and audit teams.
After
Every integration is built with PCI DSS alignment from day one, reducing rework and increasing trust in delivery speed and security.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 90 minutes per week over 12 weeks, with self-paced access to all materials.
If nothing changes
Continuing without structured PCI knowledge increases the likelihood of rework, audit findings, and reputational risk when compliance gaps surface late in delivery cycles.
How this compares to the alternatives
Unlike generic PCI DSS overviews, this course is built specifically for Salesforce Lightning developers in financial services, with real integration patterns, code-level control mapping, and templates aligned to actual audit expectations.
Frequently asked
Is this course relevant if I’m not directly handling card data?
Yes. Even indirect handling, like logging, reporting, or routing, can bring systems into PCI scope. This course helps you identify and manage those boundaries.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I use this for team training?
Yes. The implementation playbook is designed to scale across developer teams and standardize compliance practices.
$199 one-time. Approximately 90 minutes per week over 12 weeks, with self-paced access to all materials..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours