sf-agent-framework/sf-core/checklists/migration-validation-checklist.md

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

# Salesforce Migration Validation Checklist

## Overview

This checklist ensures thorough validation of data and functionality after
Salesforce migration activities.

## Data Validation

### Record Count Validation

- [ ] Source record counts documented
- [ ] Target record counts match source
- [ ] Parent-child relationships preserved
- [ ] Junction object records verified
- [ ] Attachment counts validated
- [ ] Document counts confirmed
- [ ] Activity history preserved
- [ ] Note records migrated
- [ ] Chatter posts transferred
- [ ] Files and content verified

### Data Integrity Validation

- [ ] Primary keys maintained
- [ ] Foreign key relationships intact
- [ ] Lookup relationships verified
- [ ] Master-detail relationships confirmed
- [ ] Required fields populated
- [ ] Picklist values correct
- [ ] Formula fields recalculated
- [ ] Roll-up summaries accurate
- [ ] Default values applied
- [ ] Auto-number sequences correct

### Data Quality Validation

- [ ] No unexpected null values
- [ ] Data types preserved correctly
- [ ] Date/time values accurate
- [ ] Currency values correct
- [ ] Number precision maintained
- [ ] Text truncation checked
- [ ] Special characters preserved
- [ ] Line breaks maintained
- [ ] Rich text formatting intact
- [ ] Encoding issues resolved

## Business Logic Validation

### Workflow and Automation

- [ ] Workflow rules functioning
- [ ] Process Builder flows active
- [ ] Flow automation working
- [ ] Approval processes operational
- [ ] Email alerts sending
- [ ] Field updates executing
- [ ] Task creation working
- [ ] Outbound messages sending
- [ ] Time-based workflows queued
- [ ] Scheduled actions verified

### Validation Rules

- [ ] All validation rules active
- [ ] Error messages displaying correctly
- [ ] Conditional logic working
- [ ] Cross-object validations functioning
- [ ] Custom error messages shown
- [ ] Bypass logic working
- [ ] Formula evaluations correct
- [ ] Multi-field validations working
- [ ] Record type specific rules active
- [ ] Profile exemptions honored

### Business Rules

- [ ] Assignment rules working
- [ ] Escalation rules active
- [ ] Lead routing functioning
- [ ] Case routing operational
- [ ] Territory assignments correct
- [ ] Sharing rules applied
- [ ] Criteria-based sharing working
- [ ] Manual sharing preserved
- [ ] Team assignments maintained
- [ ] Account hierarchies correct

## Security Validation

### User Access Validation

- [ ] All users can log in
- [ ] Correct profiles assigned
- [ ] Permission sets granted
- [ ] Role hierarchy verified
- [ ] Login hours enforced
- [ ] IP restrictions working
- [ ] Password policies active
- [ ] SSO functioning
- [ ] Two-factor authentication working
- [ ] Session settings correct

### Data Access Validation

- [ ] Record visibility correct
- [ ] Field-level security enforced
- [ ] Object permissions verified
- [ ] Sharing model working
- [ ] OWD settings correct
- [ ] Manual shares preserved
- [ ] Team access maintained
- [ ] Public groups functioning
- [ ] Queue access working
- [ ] External user access limited

### Feature Access Validation

- [ ] Tab visibility correct
- [ ] App access verified
- [ ] Feature licenses assigned
- [ ] Permission set licenses allocated
- [ ] API access enabled
- [ ] Apex class access granted
- [ ] Visualforce page access set
- [ ] Flow access configured
- [ ] Report folder access correct
- [ ] Dashboard access verified

## Functional Validation

### Core Functionality

- [ ] Record creation working
- [ ] Record editing functioning
- [ ] Record deletion possible
- [ ] Search functionality operational
- [ ] List views displaying correctly
- [ ] Related lists showing data
- [ ] Quick actions working
- [ ] Global actions functional
- [ ] Inline editing enabled
- [ ] Mass update tools working

### Customizations

- [ ] Custom objects accessible
- [ ] Custom fields displaying
- [ ] Custom tabs visible
- [ ] Custom apps working
- [ ] Page layouts correct
- [ ] Record types functioning
- [ ] Custom buttons working
- [ ] Custom links active
- [ ] Lightning components loaded
- [ ] Visualforce pages rendering

### Apex Functionality

- [ ] Apex triggers firing
- [ ] Apex classes executing
- [ ] Scheduled jobs running
- [ ] Batch jobs completing
- [ ] Queueable jobs processing
- [ ] Future methods working
- [ ] Web services responding
- [ ] Callouts functioning
- [ ] Test coverage maintained
- [ ] Governor limits respected

## Integration Validation

### API Validation

- [ ] REST endpoints responding
- [ ] SOAP services working
- [ ] Bulk API functioning
- [ ] Streaming API active
- [ ] Metadata API accessible
- [ ] Authentication working
- [ ] OAuth flows functioning
- [ ] API limits adequate
- [ ] Error handling working
- [ ] Response times acceptable

### Connected Systems

- [ ] Inbound integrations working
- [ ] Outbound integrations functioning
- [ ] Real-time sync operational
- [ ] Batch interfaces running
- [ ] File transfers working
- [ ] Webhook notifications sent
- [ ] Platform events publishing
- [ ] Change data capture active
- [ ] External objects accessible
- [ ] Middleware connections stable

### Third-Party Apps

- [ ] AppExchange apps functioning
- [ ] Licenses activated
- [ ] Configurations preserved
- [ ] Data accessible
- [ ] Features working
- [ ] Integrations connected
- [ ] Permissions correct
- [ ] Customizations intact
- [ ] Updates available
- [ ] Support accessible

## Reporting and Analytics

### Reports Validation

- [ ] Standard reports working
- [ ] Custom reports displaying data
- [ ] Report filters functioning
- [ ] Grouping working correctly
- [ ] Formulas calculating properly
- [ ] Charts rendering
- [ ] Conditional formatting applied
- [ ] Export functionality working
- [ ] Scheduled reports running
- [ ] Report subscriptions active

### Dashboard Validation

- [ ] Dashboards loading correctly
- [ ] Components displaying data
- [ ] Filters working
- [ ] Refresh functioning
- [ ] Dynamic dashboards working
- [ ] Running user context correct
- [ ] Drill-down working
- [ ] Mobile dashboards rendering
- [ ] Scheduled refresh active
- [ ] Folder permissions correct

### Analytics Features

- [ ] Einstein Analytics accessible
- [ ] Datasets updated
- [ ] Dataflows running
- [ ] Lenses working
- [ ] Dashboards interactive
- [ ] Predictions functioning
- [ ] Mobile analytics working
- [ ] Embedded analytics displayed
- [ ] Security predicates applied
- [ ] Sharing rules enforced

## Performance Validation

### System Performance

- [ ] Page load times acceptable
- [ ] Search performance adequate
- [ ] Report generation timely
- [ ] List view performance good
- [ ] Bulk operations efficient
- [ ] API response times normal
- [ ] Login times acceptable
- [ ] Mobile performance good
- [ ] Integration performance stable
- [ ] Peak load handling verified

### Data Operations

- [ ] Import performance tested
- [ ] Export performance verified
- [ ] Mass update performance good
- [ ] Merge operations working
- [ ] Delete operations efficient
- [ ] Sharing calculations fast
- [ ] Workflow execution timely
- [ ] Apex execution efficient
- [ ] Query performance optimized
- [ ] Indexing effective

## User Experience Validation

### UI/UX Validation

- [ ] Page layouts display correctly
- [ ] Field order maintained
- [ ] Required fields marked
- [ ] Help text visible
- [ ] Hover details working
- [ ] Lightning Experience consistent
- [ ] Classic interface working
- [ ] Mobile layouts optimized
- [ ] Accessibility features working
- [ ] Multi-language support active

### Navigation and Usability

- [ ] Navigation menus working
- [ ] App launcher functioning
- [ ] Global search effective
- [ ] Recent items displayed
- [ ] Favorites maintained
- [ ] List view preferences saved
- [ ] User preferences preserved
- [ ] Keyboard shortcuts working
- [ ] Breadcrumbs functioning
- [ ] Home page components loaded

## Documentation Validation

### System Documentation

- [ ] Data dictionary updated
- [ ] ERD diagrams current
- [ ] Integration mappings documented
- [ ] Security model documented
- [ ] Custom code documented
- [ ] Configuration guide updated
- [ ] Admin guide current
- [ ] Deployment guide accurate
- [ ] Runbooks updated
- [ ] Architecture diagrams current

### User Documentation

- [ ] User guides updated
- [ ] Training materials current
- [ ] Quick reference cards accurate
- [ ] FAQs updated
- [ ] Video tutorials relevant
- [ ] Help articles current
- [ ] Release notes published
- [ ] Known issues documented
- [ ] Support contacts updated
- [ ] Feedback process documented

## Final Validation

### Business Sign-off

- [ ] Data validation complete
- [ ] Functionality confirmed
- [ ] Performance acceptable
- [ ] Security verified
- [ ] Integrations working
- [ ] Reports accurate
- [ ] User acceptance achieved
- [ ] Training completed
- [ ] Documentation approved
- [ ] Go-live approved

### Technical Sign-off

- [ ] All tests passed
- [ ] No critical issues
- [ ] Performance benchmarks met
- [ ] Security audit passed
- [ ] Integrations stable
- [ ] Monitoring active
- [ ] Support ready
- [ ] Rollback plan tested
- [ ] Documentation complete
- [ ] Production ready