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

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

# Data Validation Engineering Checklist

This comprehensive checklist ensures thorough validation processes for data
migration, integration, and quality assurance in Salesforce implementations.

## Validation Framework Design

### Level 1: Framework Architecture

- [ ] Validation objectives defined
- [ ] Framework components identified
- [ ] Technology stack selected
- [ ] Automation strategy determined
- [ ] Reporting structure designed

### Level 2: Validation Scope

- [ ] Data objects prioritized
- [ ] Field-level validations mapped
- [ ] Business rules documented
- [ ] Integration points identified
- [ ] Performance requirements set

### Level 3: Success Criteria

- [ ] Accuracy thresholds defined
- [ ] Completeness metrics established
- [ ] Timeliness requirements set
- [ ] Quality benchmarks determined
- [ ] Acceptance criteria documented

## Pre-Validation Setup

### Level 1: Environment Preparation

- [ ] Validation environment configured
- [ ] Test data sets prepared
- [ ] Access permissions verified
- [ ] Tools and scripts ready
- [ ] Baseline metrics captured

### Level 2: Data Profiling

- [ ] Source data analyzed
- [ ] Data patterns identified
- [ ] Quality issues cataloged
- [ ] Volume statistics gathered
- [ ] Complexity assessed

### Level 3: Validation Rules Definition

- [ ] Business rules translated
- [ ] Technical validations defined
- [ ] Exception criteria established
- [ ] Threshold values set
- [ ] Priority levels assigned

## Field-Level Validation

### Level 1: Data Type Validation

- [ ] Field types verified
- [ ] Length constraints checked
- [ ] Numeric precision validated
- [ ] Date formats confirmed
- [ ] Boolean values verified

### Level 2: Format Validation

- [ ] Email formats validated
- [ ] Phone number patterns checked
- [ ] Postal code formats verified
- [ ] Currency formats confirmed
- [ ] Custom patterns validated

### Level 3: Business Rule Validation

- [ ] Required fields enforced
- [ ] Conditional logic verified
- [ ] Calculation accuracy checked
- [ ] Cross-field dependencies validated
- [ ] Lookup relationships confirmed

### Level 4: Data Quality Checks

- [ ] Null value handling verified
- [ ] Default values applied correctly
- [ ] Special characters handled
- [ ] Encoding issues resolved
- [ ] Truncation prevention confirmed

## Record-Level Validation

### Level 1: Completeness Validation

- [ ] Mandatory fields populated
- [ ] Record integrity maintained
- [ ] Related data present
- [ ] Attachment availability verified
- [ ] Child records validated

### Level 2: Uniqueness Validation

- [ ] Primary keys unique
- [ ] External IDs verified
- [ ] Duplicate detection performed
- [ ] Merge candidates identified
- [ ] Collision handling tested

### Level 3: Referential Integrity

- [ ] Parent records exist
- [ ] Foreign key validity confirmed
- [ ] Orphaned records identified
- [ ] Circular references detected
- [ ] Cascade rules verified

## Cross-System Validation

### Level 1: Source-Target Matching

- [ ] Record counts matched
- [ ] Field mappings verified
- [ ] Transformation accuracy checked
- [ ] Data loss prevention confirmed
- [ ] Sync status validated

### Level 2: Integration Validation

- [ ] API data consistency verified
- [ ] Real-time sync validated
- [ ] Batch process accuracy checked
- [ ] Error handling verified
- [ ] Retry logic tested

### Level 3: End-to-End Validation

- [ ] Process flow integrity confirmed
- [ ] Data lineage tracked
- [ ] Transaction completeness verified
- [ ] Audit trail maintained
- [ ] Rollback capability tested

## Performance Validation

### Level 1: Processing Speed

- [ ] Validation execution time measured
- [ ] Batch processing rates verified
- [ ] Query performance optimized
- [ ] Resource utilization checked
- [ ] Bottlenecks identified

### Level 2: Scalability Testing

- [ ] Volume testing completed
- [ ] Concurrent processing verified
- [ ] Peak load handling tested
- [ ] Growth projections validated
- [ ] Capacity limits identified

### Level 3: Optimization Validation

- [ ] Index usage verified
- [ ] Query plans optimized
- [ ] Caching effectiveness tested
- [ ] Parallel processing validated
- [ ] Resource allocation optimized

## Security Validation

### Level 1: Access Control

- [ ] User permissions validated
- [ ] Field-level security verified
- [ ] Record sharing rules tested
- [ ] API access controlled
- [ ] Audit logging enabled

### Level 2: Data Protection

- [ ] Encryption at rest verified
- [ ] Encryption in transit confirmed
- [ ] PII masking validated
- [ ] Sensitive data protected
- [ ] Compliance requirements met

### Level 3: Vulnerability Testing

- [ ] Injection attacks prevented
- [ ] Cross-site scripting blocked
- [ ] Authentication bypasses tested
- [ ] Session management verified
- [ ] Security headers validated

## Automated Validation Testing

### Level 1: Test Automation

- [ ] Validation scripts developed
- [ ] Test cases automated
- [ ] Regression suite created
- [ ] Continuous validation enabled
- [ ] Results reporting automated

### Level 2: Framework Testing

- [ ] Unit tests written
- [ ] Integration tests developed
- [ ] Performance tests created
- [ ] Security tests implemented
- [ ] End-to-end tests executed

### Level 3: Test Coverage

- [ ] Code coverage measured
- [ ] Edge cases tested
- [ ] Negative scenarios validated
- [ ] Boundary conditions checked
- [ ] Exception paths verified

## Validation Reporting

### Level 1: Results Documentation

- [ ] Validation reports generated
- [ ] Error logs maintained
- [ ] Success metrics tracked
- [ ] Failure analysis completed
- [ ] Trends identified

### Level 2: Dashboard Creation

- [ ] Real-time dashboards built
- [ ] KPI metrics displayed
- [ ] Drill-down capability added
- [ ] Alert mechanisms configured
- [ ] Historical tracking enabled

### Level 3: Stakeholder Communication

- [ ] Executive summaries prepared
- [ ] Technical reports detailed
- [ ] Issue escalation documented
- [ ] Recommendations provided
- [ ] Action plans created

## Issue Resolution

### Level 1: Error Handling

- [ ] Error categorization complete
- [ ] Root cause analysis performed
- [ ] Fix strategies developed
- [ ] Validation re-run procedures
- [ ] Resolution tracking implemented

### Level 2: Data Correction

- [ ] Correction scripts developed
- [ ] Manual fix procedures documented
- [ ] Bulk update strategies defined
- [ ] Validation post-correction
- [ ] Prevention measures implemented

### Level 3: Process Improvement

- [ ] Lessons learned documented
- [ ] Validation rules updated
- [ ] Framework enhancements made
- [ ] Team training conducted
- [ ] Best practices refined

## Continuous Validation

### Level 1: Monitoring Setup

- [ ] Real-time validation enabled
- [ ] Scheduled validations configured
- [ ] Alert thresholds set
- [ ] Notification channels established
- [ ] Escalation procedures defined

### Level 2: Maintenance Procedures

- [ ] Validation rule updates planned
- [ ] Framework maintenance scheduled
- [ ] Performance tuning ongoing
- [ ] Documentation updates tracked
- [ ] Tool upgrades managed

### Level 3: Evolution Strategy

- [ ] New requirements incorporated
- [ ] Technology advances adopted
- [ ] Process optimization continuous
- [ ] Team skills developed
- [ ] Innovation opportunities explored

## Compliance and Audit

### Level 1: Regulatory Compliance

- [ ] Industry standards met
- [ ] Data governance followed
- [ ] Privacy regulations adhered
- [ ] Audit requirements satisfied
- [ ] Documentation maintained

### Level 2: Quality Assurance

- [ ] QA processes followed
- [ ] Peer reviews completed
- [ ] Independent validation performed
- [ ] Sign-offs obtained
- [ ] Certification achieved

### Level 3: Continuous Compliance

- [ ] Regular audits scheduled
- [ ] Compliance monitoring active
- [ ] Policy updates tracked
- [ ] Training programs maintained
- [ ] Improvement initiatives ongoing

## Post-Validation Activities

### Level 1: Knowledge Transfer

- [ ] Documentation completed
- [ ] Training delivered
- [ ] Handover conducted
- [ ] Support processes established
- [ ] FAQ created

### Level 2: Optimization Review

- [ ] Performance analyzed
- [ ] Efficiency improvements identified
- [ ] Cost optimization achieved
- [ ] Resource utilization optimized
- [ ] Future enhancements planned

### Level 3: Success Measurement

- [ ] KPIs achieved
- [ ] Business value demonstrated
- [ ] ROI calculated
- [ ] Stakeholder satisfaction measured
- [ ] Continuous improvement planned