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

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

# Deployment Checklist

This multi-level checklist ensures comprehensive validation before, during, and
after Salesforce deployments.

## Pre-Deployment Phase

### Level 1: Basic Readiness

- [ ] Deployment window scheduled and communicated
- [ ] All stakeholders notified
- [ ] Backup completed successfully
- [ ] Deployment package validated in sandbox

### Level 2: Technical Validation

- [ ] Code coverage meets minimum requirements (75%+)
- [ ] All unit tests passing in source sandbox
- [ ] Static code analysis completed (PMD/ESLint)
- [ ] No hardcoded IDs or environment-specific values
- [ ] API version consistency verified

### Level 3: Integration Readiness

- [ ] Connected systems notified of deployment
- [ ] Integration credentials verified for target environment
- [ ] External services availability confirmed
- [ ] API limits reviewed and sufficient
- [ ] Middleware configurations updated if needed

### Level 4: Security Validation

- [ ] Security review completed and approved
- [ ] No sensitive data in code or configuration
- [ ] Permission sets and profiles included in deployment
- [ ] Field-level security configurations verified
- [ ] Sharing rules and OWD settings documented

## Deployment Phase

### Level 1: Environment Preparation

- [ ] Target org accessibility confirmed
- [ ] Deployment user permissions verified
- [ ] Maintenance page enabled (if applicable)
- [ ] Active user sessions documented
- [ ] Automation rules documented (for potential deactivation)

### Level 2: Pre-Deployment Tasks

- [ ] Scheduled jobs documented and paused if needed
- [ ] Workflow rules deactivated if required
- [ ] Process builders deactivated if required
- [ ] Flows deactivated if required
- [ ] Triggers deactivated if required

### Level 3: Deployment Execution

- [ ] Deployment initiated with correct parameters
- [ ] Deployment progress monitored
- [ ] Error logs monitored in real-time
- [ ] Resource utilization within limits
- [ ] No unexpected behaviors observed

### Level 4: Immediate Validation

- [ ] Deployment completed without errors
- [ ] Component count matches expected
- [ ] No missing dependencies reported
- [ ] Deployment log saved for reference
- [ ] Quick smoke test passed

## Post-Deployment Phase

### Level 1: Basic Validation

- [ ] All components deployed successfully
- [ ] No error emails received
- [ ] System accessible to users
- [ ] Basic functionality working
- [ ] No obvious performance degradation

### Level 2: Functional Validation

- [ ] Critical user journeys tested and passing
- [ ] Integration points tested and responding
- [ ] Automated processes reactivated and tested
- [ ] Email deliverability confirmed
- [ ] Reports and dashboards loading correctly

### Level 3: Data Validation

- [ ] Data integrity maintained
- [ ] No data loss detected
- [ ] Record counts match expected values
- [ ] Relationships preserved correctly
- [ ] Formula fields calculating correctly

### Level 4: Performance Validation

- [ ] Page load times within acceptable range
- [ ] API response times normal
- [ ] Bulk operations performing as expected
- [ ] No governor limit warnings
- [ ] Database query performance acceptable

### Level 5: Security Validation

- [ ] User access working as expected
- [ ] Permission sets applied correctly
- [ ] Field visibility correct for all profiles
- [ ] Record sharing functioning properly
- [ ] API access properly restricted

## Rollback Readiness

### Level 1: Rollback Decision Criteria

- [ ] Critical functionality broken
- [ ] Data corruption detected
- [ ] Security vulnerability exposed
- [ ] Performance severely degraded
- [ ] Integration failures cascading

### Level 2: Rollback Preparation

- [ ] Rollback plan documented and available
- [ ] Backup files accessible
- [ ] Rollback scripts tested
- [ ] Team members available
- [ ] Communication plan ready

### Level 3: Rollback Execution

- [ ] Rollback decision made and communicated
- [ ] Users notified of system unavailability
- [ ] Rollback procedure initiated
- [ ] Progress monitored closely
- [ ] Validation steps prepared

## Sign-off Requirements

### Technical Sign-off

- [ ] Development team lead approval
- [ ] QA team validation complete
- [ ] Security team clearance
- [ ] Architecture review passed

### Business Sign-off

- [ ] Product owner acceptance
- [ ] Key user validation
- [ ] Business process owner approval
- [ ] Executive sponsor informed

### Operational Sign-off

- [ ] Operations team ready
- [ ] Support team briefed
- [ ] Monitoring configured
- [ ] Documentation updated

## Emergency Procedures

### Critical Issues

- [ ] Incident response team notified
- [ ] Emergency contact list available
- [ ] Escalation path documented
- [ ] War room established if needed
- [ ] Communication channels open

### Recovery Actions

- [ ] Issue isolated and contained
- [ ] Root cause analysis initiated
- [ ] Temporary workaround implemented
- [ ] Permanent fix planned
- [ ] Lessons learned documented

## Completion Criteria

### Deployment Success

- [ ] All checklist items completed
- [ ] No critical issues outstanding
- [ ] Performance metrics acceptable
- [ ] User acceptance confirmed
- [ ] Documentation complete

### Final Steps

- [ ] Deployment marked as complete
- [ ] Success communication sent
- [ ] Monitoring alerts configured
- [ ] Post-deployment review scheduled
- [ ] Knowledge base updated