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

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

# Rollback Checklist

## Purpose

Ensure systematic and safe rollback of deployments when issues arise.

## Checklist Items

### Rollback Decision Criteria

- [ ] Critical functionality broken
- [ ] Data integrity compromised
- [ ] Performance severely degraded
- [ ] Security vulnerability exposed
- [ ] Business operations blocked
- [ ] Rollback decision maker identified

### Pre-Rollback Assessment

- [ ] Issue severity evaluated
- [ ] Impact scope determined
- [ ] Fix timeline estimated
- [ ] Rollback risks assessed
- [ ] Alternative solutions considered
- [ ] Stakeholder consensus achieved

### Rollback Preparation

- [ ] Rollback plan reviewed
- [ ] Backup verification completed
- [ ] Rollback team assembled
- [ ] Communication sent to stakeholders
- [ ] Rollback window confirmed
- [ ] Support team notified

### Data Rollback

- [ ] Data changes identified
- [ ] Data backup located
- [ ] Transformation scripts ready
- [ ] Data relationships mapped
- [ ] Rollback sequence defined
- [ ] Data validation queries prepared

### Metadata Rollback

- [ ] Previous version package ready
- [ ] Destructive changes identified
- [ ] Dependencies checked
- [ ] Deployment order confirmed
- [ ] Configuration settings documented
- [ ] Permission changes noted

### Code Rollback

- [ ] Source control commit identified
- [ ] Previous version retrieved
- [ ] Test coverage verified
- [ ] Deployment package created
- [ ] Dependencies included
- [ ] Compilation verified

### Integration Rollback

- [ ] API version compatibility checked
- [ ] Endpoint configurations saved
- [ ] Connected app settings backed up
- [ ] Integration credentials secure
- [ ] External system notifications sent
- [ ] Webhook configurations preserved

### Execution Steps

- [ ] Users notified of maintenance
- [ ] System access restricted
- [ ] Scheduled jobs disabled
- [ ] Integrations paused
- [ ] Rollback initiated
- [ ] Progress monitored

### Validation During Rollback

- [ ] Deployment status tracked
- [ ] Error logs monitored
- [ ] Component installation verified
- [ ] Data integrity checks running
- [ ] System health monitored
- [ ] Rollback checkpoints completed

### Post-Rollback Validation

- [ ] Core functionality tested
- [ ] User access verified
- [ ] Data integrity confirmed
- [ ] Integration connections tested
- [ ] Performance benchmarks checked
- [ ] Error logs reviewed

### Business Validation

- [ ] Critical processes tested
- [ ] User acceptance confirmed
- [ ] Reports generating correctly
- [ ] Workflows functioning
- [ ] Email notifications working
- [ ] Mobile access verified

### Communication

- [ ] Rollback completion announced
- [ ] Issue summary provided
- [ ] Next steps communicated
- [ ] Support channels updated
- [ ] Incident report initiated
- [ ] Lessons learned scheduled

### System Restoration

- [ ] Scheduled jobs re-enabled
- [ ] Integrations reactivated
- [ ] Monitoring alerts reset
- [ ] Performance baselines captured
- [ ] System fully operational
- [ ] User access restored

### Documentation

- [ ] Rollback execution documented
- [ ] Issues encountered logged
- [ ] Resolution steps recorded
- [ ] Timeline captured
- [ ] Decision rationale documented
- [ ] Improvement recommendations noted

### Follow-up Actions

- [ ] Root cause analysis initiated
- [ ] Fix strategy developed
- [ ] Test plan enhanced
- [ ] Deployment process reviewed
- [ ] Preventive measures identified
- [ ] Re-deployment scheduled

## Rollback Success Criteria

- System restored to previous state
- No data loss occurred
- Business operations resumed
- Performance acceptable
- No security exposures
- Stakeholder confirmation received

## Post-Rollback Review

- [ ] Incident report completed
- [ ] Lessons learned documented
- [ ] Process improvements identified
- [ ] Team feedback collected
- [ ] Executive summary prepared
- [ ] Action items assigned

## Completion Criteria

- All validation checks passed
- Business continuity confirmed
- Documentation completed
- Communication sent to all stakeholders
- Incident closed in tracking system
- Next deployment plan updated