sf-agent-framework/sf-core/tasks/data-governance-setup.md

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

# Data Governance Setup

## Purpose

Establish comprehensive data governance framework for Salesforce to ensure data
quality, security, compliance, and business value realization.

## Instructions

1. **Governance Framework Design**
   - Define data governance vision and charter
   - Establish governance organizational structure
   - Create RACI matrix for data responsibilities
   - Develop data governance policies
   - Design decision-making processes

2. **Data Stewardship Program**
   - Identify and appoint data stewards
   - Define stewardship responsibilities
   - Create data domain ownership model
   - Establish escalation procedures
   - Develop training programs

3. **Data Quality Management**
   - Define data quality standards
   - Establish quality metrics and KPIs
   - Implement validation rules
   - Create duplicate management strategy
   - Design quality monitoring dashboards

4. **Master Data Management**
   - Identify master data domains
   - Define golden record criteria
   - Establish data hierarchies
   - Create matching and merging rules
   - Implement MDM processes

5. **Data Security and Privacy**
   - Classify data sensitivity levels
   - Implement field-level security
   - Configure sharing rules
   - Establish encryption policies
   - Design privacy controls

6. **Metadata Management**
   - Document field definitions
   - Maintain data dictionary
   - Track lineage and dependencies
   - Manage picklist values
   - Control schema changes

## Input Requirements

- Business objectives
- Current data landscape
- Regulatory requirements
- Organizational structure
- Data quality baseline
- Security policies

## Output Format

- Data Governance Charter
- Organizational Model
- Policy Documentation
- Standards and Procedures
- Quality Metrics Framework
- Implementation Roadmap
- Training Materials

## Governance Components

- **Data Governance Council**: Strategic oversight
- **Data Stewards**: Domain ownership
- **Data Quality Team**: Quality management
- **Security Team**: Access and protection
- **Architecture Team**: Technical standards

## Key Processes

- Data request and approval
- Quality issue resolution
- Change management
- Access provisioning
- Compliance monitoring
- Value measurement

## Best Practices

- Start with executive sponsorship
- Focus on business value
- Implement incrementally
- Automate where possible
- Measure and communicate success
- Foster data literacy
- Maintain flexibility for growth