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

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

# Optimization Checklist

## Purpose

Ensure Salesforce implementation is optimized for performance, scalability, and
user experience.

## Checklist Items

### Performance Analysis

- [ ] Current performance baseline captured
- [ ] Bottlenecks identified and documented
- [ ] User experience metrics collected
- [ ] Page load times measured
- [ ] API response times tracked
- [ ] Report generation times analyzed

### Query Optimization

- [ ] SOQL queries reviewed and optimized
- [ ] Selective queries using indexed fields
- [ ] Query filters optimized
- [ ] Relationship queries minimized
- [ ] Aggregate queries utilized appropriately
- [ ] Query result size limited

### Data Model Optimization

- [ ] Object relationships reviewed
- [ ] Redundant fields eliminated
- [ ] Formula fields optimized
- [ ] Roll-up summaries evaluated
- [ ] Lookup filters implemented
- [ ] Skinny tables considered

### Code Optimization

- [ ] Apex code bulkified
- [ ] Collections used efficiently
- [ ] Loops optimized
- [ ] Recursive triggers prevented
- [ ] Async processing utilized
- [ ] CPU time optimization performed

### Lightning Performance

- [ ] Component design optimized
- [ ] Lazy loading implemented
- [ ] Caching strategies applied
- [ ] Bundle size minimized
- [ ] Third-party libraries reviewed
- [ ] CSS and JavaScript optimized

### Governor Limits Management

- [ ] SOQL query count reduced
- [ ] DML operations minimized
- [ ] Heap size usage optimized
- [ ] CPU time consumption reduced
- [ ] Callout limits managed
- [ ] Email limits considered

### Bulk Data Operations

- [ ] Batch Apex optimized
- [ ] Bulk API utilized
- [ ] Data loader settings tuned
- [ ] Parallel processing enabled
- [ ] Error handling improved
- [ ] Recovery mechanisms implemented

### Integration Optimization

- [ ] API call patterns optimized
- [ ] Payload sizes minimized
- [ ] Caching implemented
- [ ] Connection pooling used
- [ ] Retry logic optimized
- [ ] Circuit breakers implemented

### User Interface Optimization

- [ ] Page layouts simplified
- [ ] Required fields minimized
- [ ] Related lists optimized
- [ ] Quick actions utilized
- [ ] Inline editing enabled
- [ ] Component visibility rules efficient

### Report and Dashboard Optimization

- [ ] Report filters optimized
- [ ] Summary levels reduced
- [ ] Dashboard refresh rates adjusted
- [ ] Snapshot reporting utilized
- [ ] Report folders organized
- [ ] Unused reports archived

### Search Optimization

- [ ] Search indexes configured
- [ ] Search layouts optimized
- [ ] Global search tuned
- [ ] SOSL queries optimized
- [ ] Search result actions configured
- [ ] Synonyms and shortcuts defined

### Mobile Optimization

- [ ] Mobile page layouts streamlined
- [ ] Compact layouts optimized
- [ ] Offline data sets configured
- [ ] Mobile caching enabled
- [ ] Image sizes optimized
- [ ] Network calls minimized

### Sharing and Security Optimization

- [ ] Sharing rules consolidated
- [ ] Role hierarchy flattened where possible
- [ ] Ownership skew addressed
- [ ] Account team usage optimized
- [ ] Manual sharing minimized
- [ ] Apex sharing optimized

### Storage Optimization

- [ ] File storage analyzed
- [ ] Data archival strategy implemented
- [ ] Attachment migration completed
- [ ] Big objects utilized
- [ ] Field history tracking reviewed
- [ ] Chatter file usage optimized

### Workflow Optimization

- [ ] Workflow rules consolidated
- [ ] Process Builder flows optimized
- [ ] Flow performance improved
- [ ] Duplicate automation eliminated
- [ ] Order of execution optimized
- [ ] Time-based workflows reviewed

### Testing Optimization

- [ ] Test data creation optimized
- [ ] Test class execution time reduced
- [ ] Parallel testing enabled
- [ ] Test data isolation implemented
- [ ] Mock frameworks utilized
- [ ] Test coverage optimized

### Monitoring and Metrics

- [ ] Performance monitoring enabled
- [ ] Key metrics identified
- [ ] Dashboards created
- [ ] Alerts configured
- [ ] Trending analysis performed
- [ ] Capacity planning completed

### Database Optimization

- [ ] Indexes reviewed and optimized
- [ ] Custom indexes requested if needed
- [ ] Soft deletes managed
- [ ] Record locking minimized
- [ ] Parent-child skew addressed
- [ ] Data skew resolved

### Best Practices Implementation

- [ ] Platform best practices applied
- [ ] Design patterns implemented
- [ ] Anti-patterns eliminated
- [ ] Technical debt reduced
- [ ] Documentation updated
- [ ] Knowledge transfer completed

## Optimization Results

- [ ] Performance improvements quantified
- [ ] User satisfaction measured
- [ ] Cost savings calculated
- [ ] Scalability improvements documented
- [ ] Governor limit usage reduced
- [ ] System stability improved

## Completion Criteria

- All optimization opportunities evaluated
- Priority improvements implemented
- Performance gains documented
- User experience enhanced
- Best practices adopted
- Continuous optimization plan created