sf-agent-framework/sf-core/tasks/migration-execution.md

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

# Migration Execution

## Purpose

Execute data migration to Salesforce following established plans, ensuring data
integrity, minimal downtime, and successful transition.

## Instructions

1. **Pre-Migration Setup**
   - Prepare migration environment
   - Configure migration tools
   - Set up staging areas
   - Create backup procedures
   - Validate target configuration

2. **Data Extraction**
   - Execute extraction scripts
   - Validate extracted data
   - Perform data counts
   - Check data integrity
   - Stage extracted files

3. **Data Transformation**
   - Apply transformation rules
   - Execute data cleansing
   - Perform value mappings
   - Generate surrogate keys
   - Validate transformations

4. **Data Loading**
   - Execute load sequences
   - Monitor load progress
   - Handle load errors
   - Validate record counts
   - Update relationships

5. **Validation and Reconciliation**
   - Compare source to target
   - Validate data accuracy
   - Check relationship integrity
   - Verify business rules
   - Run reconciliation reports

6. **Cutover Management**
   - Execute cutover plan
   - Coordinate stakeholders
   - Manage downtime
   - Perform final sync
   - Enable new system

## Input Requirements

- Migration plan documentation
- Transformation specifications
- Load sequence plan
- Validation scripts
- Cutover checklist
- Rollback procedures

## Output Format

- Migration Execution Report:
  - Execution summary
  - Load statistics
  - Error logs
  - Validation results
  - Reconciliation reports
  - Issue resolution log
  - Cutover confirmation

## Execution Phases

- **Preparation**: Environment setup
- **Trial Run**: Test migration
- **Dress Rehearsal**: Full practice
- **Production Run**: Live migration
- **Validation**: Post-migration checks
- **Stabilization**: Monitor and fix

## Key Activities

- Data extraction and staging
- Transformation processing
- Sequential data loading
- Error handling and retry
- Progress monitoring
- Validation execution

## Best Practices

- Practice migrations thoroughly
- Automate where possible
- Monitor continuously
- Document everything
- Communicate progress
- Have rollback ready
- Validate comprehensively