sf-agent-framework/sf-core/checklists/devops-maturity-checklist.md

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

# Salesforce DevOps Maturity Checklist

## Overview

This checklist evaluates and guides the maturity of Salesforce DevOps practices
across different capability levels.

## Level 1: Initial (Ad-hoc)

### Source Control

- [ ] Some code in version control
- [ ] Basic repository structure
- [ ] Manual code commits
- [ ] Limited branching strategy
- [ ] No consistent naming conventions
- [ ] Minimal commit messages
- [ ] No code review process
- [ ] Limited team adoption
- [ ] No automated backups
- [ ] Basic .gitignore file

### Development Process

- [ ] Manual development setup
- [ ] Inconsistent environments
- [ ] No coding standards
- [ ] Limited documentation
- [ ] Ad-hoc testing
- [ ] Manual deployments
- [ ] No defined workflow
- [ ] Reactive bug fixing
- [ ] Limited collaboration
- [ ] No automation

### Deployment Process

- [ ] Manual change sets
- [ ] No deployment scripts
- [ ] Limited testing before deployment
- [ ] No rollback procedures
- [ ] Deployment errors common
- [ ] No deployment documentation
- [ ] Production fixes without testing
- [ ] No deployment schedule
- [ ] Limited communication
- [ ] High deployment risk

## Level 2: Managed (Repeatable)

### Source Control

- [ ] All code in version control
- [ ] Defined repository structure
- [ ] Regular commits
- [ ] Basic branching strategy (dev/main)
- [ ] Naming conventions documented
- [ ] Meaningful commit messages
- [ ] Informal code reviews
- [ ] Team trained on Git
- [ ] Regular backups
- [ ] Metadata in source format

### Development Process

- [ ] Documented setup process
- [ ] Sandbox strategy defined
- [ ] Basic coding standards
- [ ] Essential documentation
- [ ] Manual testing procedures
- [ ] Scheduled deployments
- [ ] Basic workflow defined
- [ ] Issue tracking implemented
- [ ] Team collaboration tools
- [ ] Some automation scripts

### CI/CD Foundation

- [ ] Basic CI server setup
- [ ] Automated retrieval/deployment
- [ ] Manual trigger for builds
- [ ] Basic validation on commit
- [ ] Deployment notifications
- [ ] Simple deployment scripts
- [ ] Environment-specific configs
- [ ] Basic error handling
- [ ] Deployment logs maintained
- [ ] Rollback procedures documented

### Testing Practices

- [ ] Unit test requirements defined
- [ ] Manual test execution
- [ ] Test data management basics
- [ ] Code coverage tracking
- [ ] Basic test documentation
- [ ] Bug tracking system
- [ ] Regression test suite started
- [ ] UAT process defined
- [ ] Test environments available
- [ ] Basic test automation

## Level 3: Defined (Consistent)

### Advanced Source Control

- [ ] Comprehensive branching strategy
- [ ] Feature branch workflow
- [ ] Pull request process mandatory
- [ ] Code review checklists
- [ ] Automated code quality checks
- [ ] Branch protection rules
- [ ] Merge conflict procedures
- [ ] Version tagging strategy
- [ ] Release branch management
- [ ] Documented Git workflow

### CI/CD Pipeline

- [ ] Automated builds on commit
- [ ] Multiple deployment pipelines
- [ ] Automated testing in pipeline
- [ ] Quality gates implemented
- [ ] Deployment approvals workflow
- [ ] Environment promotion process
- [ ] Configuration management
- [ ] Artifact management
- [ ] Pipeline as code
- [ ] Deployment metrics tracked

### Testing Automation

- [ ] Automated unit tests
- [ ] Integration test automation
- [ ] UI test automation started
- [ ] Test data factories
- [ ] Continuous test execution
- [ ] Test coverage requirements enforced
- [ ] Performance testing basics
- [ ] Security testing included
- [ ] Test reporting automated
- [ ] Defect prevention focus

### Development Standards

- [ ] Comprehensive coding standards
- [ ] Automated code analysis
- [ ] Design patterns documented
- [ ] Code reusability emphasized
- [ ] Technical debt tracking
- [ ] Refactoring practices
- [ ] Documentation standards
- [ ] Peer programming practices
- [ ] Knowledge sharing sessions
- [ ] Best practices library

## Level 4: Quantified (Measured)

### Advanced CI/CD

- [ ] Fully automated deployments
- [ ] Blue-green deployments
- [ ] Canary releases implemented
- [ ] Feature flags utilized
- [ ] Zero-downtime deployments
- [ ] Automated rollback triggers
- [ ] Multi-org deployment orchestration
- [ ] Cross-cloud deployments
- [ ] Infrastructure as code
- [ ] Self-service deployments

### Quality Metrics

- [ ] Code quality metrics tracked
- [ ] Deployment frequency measured
- [ ] Lead time metrics
- [ ] MTTR tracked and improving
- [ ] Change failure rate monitored
- [ ] Test automation coverage >80%
- [ ] Performance benchmarks established
- [ ] Security vulnerability tracking
- [ ] Technical debt metrics
- [ ] Quality dashboards active

### Advanced Testing

- [ ] Comprehensive test automation
- [ ] API testing automated
- [ ] End-to-end test automation
- [ ] Performance testing automated
- [ ] Security testing automated
- [ ] Chaos engineering practiced
- [ ] Test environment automation
- [ ] Synthetic monitoring
- [ ] A/B testing framework
- [ ] Test optimization algorithms

### DevOps Culture

- [ ] DevOps team established
- [ ] Shared responsibility model
- [ ] Blameless postmortems
- [ ] Continuous learning culture
- [ ] Innovation time allocated
- [ ] Cross-functional teams
- [ ] DevOps metrics reviewed regularly
- [ ] Automation first mindset
- [ ] Continuous improvement process
- [ ] Knowledge sharing automated

## Level 5: Optimized (Continuous Improvement)

### Intelligent Automation

- [ ] AI/ML in deployment decisions
- [ ] Predictive failure analysis
- [ ] Auto-scaling implementations
- [ ] Self-healing deployments
- [ ] Intelligent rollback decisions
- [ ] Automated performance optimization
- [ ] Dynamic environment provisioning
- [ ] Predictive capacity planning
- [ ] Automated security responses
- [ ] Intelligent test selection

### Continuous Everything

- [ ] Continuous deployment achieved
- [ ] Continuous monitoring active
- [ ] Continuous security scanning
- [ ] Continuous compliance checking
- [ ] Continuous documentation
- [ ] Continuous feedback loops
- [ ] Continuous optimization
- [ ] Continuous cost optimization
- [ ] Continuous learning programs
- [ ] Continuous innovation pipeline

### Advanced Practices

- [ ] GitOps fully implemented
- [ ] Everything as code
- [ ] Immutable infrastructure
- [ ] Service mesh implemented
- [ ] Advanced observability
- [ ] Distributed tracing
- [ ] AIOps practices
- [ ] Value stream optimization
- [ ] Platform engineering team
- [ ] Developer experience focus

## Governance and Compliance

### Process Governance

- [ ] Change advisory board automated
- [ ] Compliance as code
- [ ] Audit trail automation
- [ ] Policy enforcement automated
- [ ] Risk assessment automated
- [ ] Approval workflows optimized
- [ ] Documentation automated
- [ ] Compliance reporting automated
- [ ] Security policies enforced
- [ ] Governance metrics tracked

### Security Integration

- [ ] Security left-shifted
- [ ] SAST/DAST automated
- [ ] Dependency scanning automated
- [ ] Secret management automated
- [ ] Security training mandatory
- [ ] Threat modeling practiced
- [ ] Incident response automated
- [ ] Security metrics tracked
- [ ] Compliance automated
- [ ] Zero-trust architecture

## Tools and Technology

### Toolchain Maturity

- [ ] Integrated toolchain
- [ ] Single pane of glass monitoring
- [ ] Automated tool provisioning
- [ ] Tool performance monitored
- [ ] Cost optimization automated
- [ ] License management automated
- [ ] Tool adoption tracked
- [ ] Training programs established
- [ ] Tool evaluation process
- [ ] Innovation pipeline

### Platform Capabilities

- [ ] Multi-cloud support
- [ ] Hybrid deployments supported
- [ ] Container orchestration
- [ ] Microservices architecture
- [ ] Event-driven automation
- [ ] API-first approach
- [ ] Platform APIs exposed
- [ ] Self-service capabilities
- [ ] Platform metrics tracked
- [ ] Platform evolution planned

## Metrics and Measurement

### Key Metrics

- [ ] Deployment frequency: multiple per day
- [ ] Lead time: < 1 hour
- [ ] MTTR: < 1 hour
- [ ] Change failure rate: < 5%
- [ ] Test automation: > 90%
- [ ] Code coverage: > 95%
- [ ] Security vulnerabilities: 0 critical
- [ ] Technical debt ratio: < 5%
- [ ] Developer satisfaction: > 4.5/5
- [ ] ROI documented and improving

### Continuous Improvement

- [ ] Regular maturity assessments
- [ ] Improvement roadmap maintained
- [ ] Innovation projects funded
- [ ] Industry trends monitored
- [ ] Best practices adopted quickly
- [ ] Lessons learned captured
- [ ] Success stories shared
- [ ] Community contributions
- [ ] Thought leadership demonstrated
- [ ] Future state vision defined