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

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

# Salesforce Performance Checklist

## Overview

This checklist ensures comprehensive performance optimization across all aspects
of Salesforce implementation.

## Page Load Performance

### Lightning Page Optimization

- [ ] Component count minimized
- [ ] Heavy components lazy loaded
- [ ] Conditional rendering implemented
- [ ] Component caching utilized
- [ ] JavaScript optimized
- [ ] CSS minimized
- [ ] Images optimized
- [ ] Static resources leveraged
- [ ] Third-party scripts minimized
- [ ] Browser caching enabled

### Classic Page Optimization

- [ ] Visualforce view state minimized
- [ ] Inline queries removed
- [ ] Component count reduced
- [ ] JavaScript deferred
- [ ] CSS optimized
- [ ] AJAX used appropriately
- [ ] Pagination implemented
- [ ] Lazy loading applied
- [ ] Caching headers set
- [ ] CDN utilized

## Query Performance

### SOQL Optimization

- [ ] Selective filters used
- [ ] Indexed fields utilized
- [ ] Query scope minimized
- [ ] Field list limited
- [ ] Relationship queries optimized
- [ ] Aggregate queries efficient
- [ ] Query plan analyzed
- [ ] Sort operations minimized
- [ ] Null checks optimized
- [ ] Date range filters bounded

### Query Best Practices

- [ ] No queries in loops
- [ ] Bulk patterns implemented
- [ ] Collection processing used
- [ ] Query results cached
- [ ] Dynamic SOQL minimized
- [ ] Database.query usage justified
- [ ] getDescribe calls cached
- [ ] Schema methods optimized
- [ ] Record type info cached
- [ ] Limits monitored

## Apex Performance

### Code Optimization

- [ ] Bulkification implemented
- [ ] Collections used efficiently
- [ ] Loops optimized
- [ ] Recursion prevented
- [ ] Heap size managed
- [ ] CPU time optimized
- [ ] Callouts minimized
- [ ] Asynchronous processing used
- [ ] Queueable jobs chained properly
- [ ] Batch size optimized

### Trigger Optimization

- [ ] One trigger per object
- [ ] Handler pattern implemented
- [ ] Context variables used
- [ ] Bulk processing guaranteed
- [ ] Recursion control implemented
- [ ] Skip logic available
- [ ] Order of execution considered
- [ ] DML operations minimized
- [ ] Field updates batched
- [ ] Future methods used wisely

## Data Model Performance

### Indexing Strategy

- [ ] Standard indexes identified
- [ ] Custom indexes requested
- [ ] Two-column indexes utilized
- [ ] Skinny tables implemented
- [ ] External IDs indexed
- [ ] Unique fields leveraged
- [ ] Formula fields avoided in queries
- [ ] Picklist indexes understood
- [ ] Date field indexes used
- [ ] Text field indexes optimized

### Data Architecture

- [ ] Data skew prevented
- [ ] Ownership skew avoided
- [ ] Lookup skew minimized
- [ ] Parent-child skew handled
- [ ] Wide tables avoided
- [ ] Archival strategy implemented
- [ ] Big Objects utilized
- [ ] External objects considered
- [ ] Platform events used
- [ ] Change data capture enabled

## Integration Performance

### API Optimization

- [ ] Batch API used for bulk operations
- [ ] Composite API utilized
- [ ] Bulk API 2.0 adopted
- [ ] Query pagination implemented
- [ ] Field filtering applied
- [ ] Compression enabled
- [ ] Connection pooling used
- [ ] Timeout values optimized
- [ ] Retry logic implemented
- [ ] Circuit breakers configured

### Real-time Integration

- [ ] Platform Events used appropriately
- [ ] Streaming API configured
- [ ] Change Data Capture optimized
- [ ] Webhook performance tuned
- [ ] Message size minimized
- [ ] Frequency controlled
- [ ] Error handling efficient
- [ ] Monitoring implemented
- [ ] Throttling configured
- [ ] Failover ready

## Report and Dashboard Performance

### Report Optimization

- [ ] Report filters optimized
- [ ] Custom report types efficient
- [ ] Formula fields minimized
- [ ] Grouping levels limited
- [ ] Row limits set
- [ ] Time-based filters used
- [ ] Indexed fields filtered
- [ ] Cross-object formulas avoided
- [ ] Summary fields pre-calculated
- [ ] Report caching utilized

### Dashboard Optimization

- [ ] Component count limited
- [ ] Source reports optimized
- [ ] Refresh frequency appropriate
- [ ] Filters synchronized
- [ ] Dynamic dashboards minimized
- [ ] Data sources consolidated
- [ ] Complex calculations avoided
- [ ] Caching leveraged
- [ ] Mobile performance considered
- [ ] Load time monitored

## Search Performance

### Search Optimization

- [ ] Search indexes enabled
- [ ] Searchable fields identified
- [ ] Search layouts optimized
- [ ] SOSL queries efficient
- [ ] Wildcards used sparingly
- [ ] Search scope limited
- [ ] Result limits set
- [ ] Synonyms configured
- [ ] Promoted results used
- [ ] Search analytics reviewed

### Knowledge Search

- [ ] Article indexing optimized
- [ ] Categories structured well
- [ ] Data categories limited
- [ ] Article types streamlined
- [ ] Search filters efficient
- [ ] Relevance tuning done
- [ ] Search suggestions enabled
- [ ] Federated search configured
- [ ] Performance monitored
- [ ] User feedback incorporated

## Mobile Performance

### Mobile App Optimization

- [ ] Offline data minimized
- [ ] Sync frequency optimized
- [ ] Compact layouts efficient
- [ ] Mobile cards streamlined
- [ ] Quick actions optimized
- [ ] Related lists limited
- [ ] Image sizes optimized
- [ ] Network calls minimized
- [ ] Caching maximized
- [ ] Battery usage considered

### Mobile Web Performance

- [ ] Responsive design efficient
- [ ] Touch targets optimized
- [ ] Scrolling performance smooth
- [ ] Viewport configured
- [ ] Font sizes appropriate
- [ ] Media queries optimized
- [ ] JavaScript minimized
- [ ] CSS consolidated
- [ ] Progressive enhancement used
- [ ] Connection speed considered

## Automation Performance

### Flow Optimization

- [ ] Entry criteria selective
- [ ] Decision elements efficient
- [ ] Loops minimized
- [ ] Get Records optimized
- [ ] DML operations batched
- [ ] Subflows used appropriately
- [ ] Fault paths implemented
- [ ] Debug logs disabled
- [ ] Scheduled paths efficient
- [ ] Platform events considered

### Process Builder Optimization

- [ ] Criteria order optimized
- [ ] Immediate actions preferred
- [ ] Scheduled actions minimized
- [ ] Recursion prevented
- [ ] Field updates batched
- [ ] Email alerts consolidated
- [ ] Apex calls minimized
- [ ] Flow calls optimized
- [ ] Related object updates batched
- [ ] Performance monitored

## Large Data Volume (LDV)

### LDV Strategies

- [ ] Data archival implemented
- [ ] Partitioning strategy defined
- [ ] Selective queries enforced
- [ ] Batch processing used
- [ ] Async operations leveraged
- [ ] Sharing calculations optimized
- [ ] Report performance tuned
- [ ] Search strategy adapted
- [ ] UI pagination implemented
- [ ] Data lifecycle managed

### LDV Best Practices

- [ ] Mashups for historical data
- [ ] External objects utilized
- [ ] Big Objects implemented
- [ ] Skinny tables requested
- [ ] Custom indexes created
- [ ] Divisions considered
- [ ] Query filters required
- [ ] Bulk patterns enforced
- [ ] Limits monitoring active
- [ ] Performance testing regular

## System Performance

### Governor Limits

- [ ] SOQL queries optimized
- [ ] DML statements minimized
- [ ] Heap size managed
- [ ] CPU time tracked
- [ ] Callout limits respected
- [ ] Email limits monitored
- [ ] Future calls optimized
- [ ] Queueable jobs managed
- [ ] Batch jobs scheduled
- [ ] Platform events throttled

### Platform Optimization

- [ ] Concurrent request limits understood
- [ ] Long-running requests identified
- [ ] Timeout issues resolved
- [ ] Lock contention minimized
- [ ] Bulk API usage optimized
- [ ] Metadata API calls efficient
- [ ] Deployment performance good
- [ ] Test execution optimized
- [ ] Org limits monitored
- [ ] Performance degradation tracked

## Monitoring and Maintenance

### Performance Monitoring

- [ ] Event monitoring enabled
- [ ] Performance metrics tracked
- [ ] Slow queries identified
- [ ] Page performance measured
- [ ] API performance monitored
- [ ] Integration performance tracked
- [ ] User experience metrics gathered
- [ ] Trending analysis performed
- [ ] Alerts configured
- [ ] Dashboards created

### Continuous Optimization

- [ ] Regular performance reviews
- [ ] Query optimization ongoing
- [ ] Code refactoring planned
- [ ] Index effectiveness reviewed
- [ ] Data volume managed
- [ ] User feedback incorporated
- [ ] New features evaluated
- [ ] Platform updates applied
- [ ] Best practices followed
- [ ] Performance culture maintained