sf-agent-framework/sf-core/checklists/conversion-checklist.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# Conversion Checklist

## Purpose

Ensure successful conversion of classic Salesforce features to Lightning
Experience or migration between platforms.

## Checklist Items

### Pre-Conversion Assessment

- [ ] Current state analysis completed
- [ ] Feature parity evaluation done
- [ ] User impact assessment performed
- [ ] Technical debt identified
- [ ] Training needs assessed
- [ ] Timeline and milestones defined

### Lightning Readiness

- [ ] Lightning Experience Readiness Check run
- [ ] Compatibility issues identified
- [ ] Browser requirements verified
- [ ] Performance baseline captured
- [ ] User licenses reviewed
- [ ] Feature gaps documented

### Component Analysis

- [ ] Visualforce pages inventoried
- [ ] JavaScript buttons identified
- [ ] Home page components listed
- [ ] S-Controls documented (if any)
- [ ] Flash dependencies found
- [ ] Third-party components assessed

### Data and Configuration

- [ ] Page layouts reviewed
- [ ] Record types evaluated
- [ ] List views analyzed
- [ ] Reports and dashboards checked
- [ ] Email templates verified
- [ ] Workflow rules assessed

### User Interface Conversion

- [ ] Lightning page layouts created
- [ ] Lightning record pages designed
- [ ] App navigation configured
- [ ] Utility bar components added
- [ ] Console apps converted
- [ ] Mobile layouts optimized

### Automation Review

- [ ] Workflow rules evaluated for Flow
- [ ] Process Builder flows reviewed
- [ ] Apex triggers optimized
- [ ] Scheduled jobs verified
- [ ] Batch processes checked
- [ ] Email alerts updated

### Custom Development

- [ ] Visualforce pages migrated/rebuilt
- [ ] Lightning Web Components created
- [ ] Aura components developed
- [ ] JavaScript buttons converted
- [ ] Custom CSS updated
- [ ] API integrations verified

### Security Updates

- [ ] Lightning security review completed
- [ ] Profile permissions updated
- [ ] Permission sets adjusted
- [ ] Sharing rules verified
- [ ] Field-level security checked
- [ ] Record access validated

### Testing Strategy

- [ ] Test scenarios defined
- [ ] User acceptance criteria set
- [ ] Performance benchmarks established
- [ ] Regression test suite updated
- [ ] Mobile testing included
- [ ] Accessibility testing planned

### Training and Adoption

- [ ] Training materials created
- [ ] User guides updated
- [ ] Video tutorials recorded
- [ ] Champions identified
- [ ] Training schedule defined
- [ ] Adoption metrics established

### Performance Optimization

- [ ] Page load times measured
- [ ] Component performance tested
- [ ] Caching strategies implemented
- [ ] Image optimization completed
- [ ] Query optimization done
- [ ] Best practices applied

### Mobile Considerations

- [ ] Mobile app compatibility verified
- [ ] Offline capabilities tested
- [ ] Mobile-specific features enabled
- [ ] Compact layouts configured
- [ ] Mobile navigation optimized
- [ ] Push notifications configured

### Integration Updates

- [ ] API compatibility verified
- [ ] Integration endpoints updated
- [ ] Authentication methods reviewed
- [ ] Connected apps updated
- [ ] Middleware configurations adjusted
- [ ] External system compatibility checked

### Rollout Planning

- [ ] Pilot group identified
- [ ] Phased approach defined
- [ ] Communication plan created
- [ ] Support resources allocated
- [ ] Feedback mechanism established
- [ ] Success metrics defined

### Classic Features Replacement

- [ ] JavaScript buttons converted to actions
- [ ] URL hacks replaced with flows
- [ ] S-Controls eliminated
- [ ] Classic email templates converted
- [ ] Classic reports migrated
- [ ] Dashboard filters updated

### Quality Assurance

- [ ] Code quality standards met
- [ ] Best practices implemented
- [ ] Performance standards achieved
- [ ] Security requirements satisfied
- [ ] Accessibility standards met
- [ ] Documentation completed

### Post-Conversion Validation

- [ ] User acceptance confirmed
- [ ] Performance metrics met
- [ ] Business processes functioning
- [ ] Integrations operational
- [ ] Reports generating correctly
- [ ] Mobile access working

### Change Management

- [ ] Stakeholder communication sent
- [ ] User feedback collected
- [ ] Issues tracked and resolved
- [ ] Adoption metrics monitored
- [ ] Success stories shared
- [ ] Continuous improvement planned

## Conversion Success Criteria

- All features successfully converted
- Performance equal or better
- User adoption targets met
- Business continuity maintained
- No critical issues outstanding
- Positive user feedback received

## Completion Criteria

- Conversion checklist fully executed
- All tests passed
- Training completed
- Users successfully transitioned
- Performance benchmarks met
- Project closure approved