sf-agent-framework/sf-core/tasks/coe-establishment.md

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

# COE Establishment

## Purpose

Establish a Salesforce Center of Excellence (COE) to drive platform governance,
best practices adoption, and strategic alignment across the organization.

## Instructions

1. **COE Strategy Development**
   - Define COE mission and objectives
   - Identify key stakeholders and sponsors
   - Establish governance framework
   - Create COE charter document
   - Define success metrics and KPIs

2. **Organizational Structure**
   - Design COE organizational model
   - Define roles and responsibilities
   - Establish steering committee
   - Create RACI matrix
   - Plan resource allocation

3. **Governance Framework**
   - Develop platform governance policies
   - Create architectural standards
   - Establish development guidelines
   - Define release management processes
   - Implement change control procedures

4. **Best Practices Library**
   - Document coding standards
   - Create design patterns catalog
   - Build solution templates
   - Develop training materials
   - Establish knowledge base

5. **Innovation Program**
   - Create innovation pipeline
   - Establish proof-of-concept process
   - Define technology evaluation criteria
   - Plan pilot programs
   - Foster community engagement

6. **Metrics and Reporting**
   - Define platform health metrics
   - Establish adoption tracking
   - Create value realization framework
   - Implement dashboard reporting
   - Plan regular reviews

## Input Requirements

- Organizational structure
- Current Salesforce landscape
- Business objectives
- Stakeholder analysis
- Resource availability
- Budget constraints

## Output Format

- COE Charter Document
- Governance Framework
- Operating Model
- RACI Matrix
- Success Metrics Dashboard
- Implementation Roadmap
- Communication Plan

## Key Components

- **Governance Board**: Strategic oversight
- **Technical Standards**: Architecture guidelines
- **Innovation Lab**: New capability exploration
- **Training Program**: Skills development
- **Community Practice**: Knowledge sharing

## Best Practices

- Start with executive sponsorship
- Focus on value delivery
- Build incrementally
- Measure and communicate success
- Foster collaboration culture
- Maintain vendor relationships
- Evolve with platform changes