sf-agent-framework

# Optimization Report Template ## Report Overview - **Report Title:** Salesforce Performance Optimization Report - **Date:** [YYYY-MM-DD] - **Prepared By:** [Name/Role] - **Review Period:** [Start Date] to [End Date] - **Environment:** [Production/UAT/QA] - **Version:** [1.0] ## Executive Summary ### Current Performance Status - **Overall Health Score:** [X/100] - **Critical Issues:** [Number] - **Optimization Opportunities:** [Number] - **Estimated Performance Gain:** [X%] ### Key Findings 1. [Finding 1 - Impact and recommendation] 2. [Finding 2 - Impact and recommendation] 3. [Finding 3 - Impact and recommendation] ### Business Impact - **User Productivity Loss:** [Hours/month] - **System Downtime:** [Hours/month] - **Revenue Impact:** [$Amount] - **Cost Savings Potential:** [$Amount] ## Performance Baseline ### System Metrics | Metric | Current Value | Target Value | Industry Benchmark | | ------------------ | ------------- | ------------ | ------------------ | | Page Load Time | [Seconds] | [Seconds] | [Seconds] | | API Response Time | [ms] | [ms] | [ms] | | Concurrent Users | [#] | [#] | [#] | | Transaction Volume | [#/hour] | [#/hour] | [#/hour] | | Error Rate | [%] | [%] | [%] | ### Resource Utilization | Resource | Current Usage | Limit | % Used | Status | | ---------- | ------------- | ------- | ------ | ---------- | | API Calls | [#/24hrs] | [Limit] | [%] | [🟢/🟡/🔴] | | Storage | [GB] | [Limit] | [%] | [🟢/🟡/🔴] | | Async Jobs | [#/24hrs] | [Limit] | [%] | [🟢/🟡/🔴] | | CPU Time | [ms] | [Limit] | [%] | [🟢/🟡/🔴] | ## Detailed Analysis ### Database Performance #### Query Analysis | Query Location | Execution Time | Records | Optimization Opportunity | | -------------- | -------------- | ------- | ------------------------ | | [Class/Page] | [ms] | [#] | [Description] | #### Slow Queries Identified ```sql -- Example slow query SELECT Id, Name, (SELECT Id FROM Contacts) FROM Account WHERE CreatedDate > LAST_N_DAYS:30 -- Issues: Non-selective filter, nested query ``` #### Index Optimization | Object | Field | Current Index | Recommended Action | | -------- | ------- | ------------- | ------------------ | | [Object] | [Field] | [Y/N] | [Create/Remove] | ### Apex Code Analysis #### Performance Hotspots | Class | Method | CPU Time | Heap Size | Issue | | ------- | -------- | -------- | --------- | ------------------- | | [Class] | [Method] | [ms] | [KB] | [Issue description] | #### Code Optimization Opportunities ```apex // Before Optimization for(Account a : [SELECT Id FROM Account]) { for(Contact c : [SELECT Id FROM Contact WHERE AccountId = :a.Id]) { // SOQL in loop } } // After Optimization Map<Id, Account> accountMap = new Map<Id, Account>( [SELECT Id, (SELECT Id FROM Contacts) FROM Account] ); ``` ### Page Performance #### Lightning Pages | Page Name | Load Time | Components | Size | Recommendations | | --------- | --------- | ---------- | ---- | ---------------- | | [Page] | [Seconds] | [#] | [KB] | [Actions needed] | #### Visualforce Pages | Page Name | View State | Load Time | Queries | Recommendations | | --------- | ---------- | --------- | ------- | ---------------- | | [Page] | [KB] | [Seconds] | [#] | [Actions needed] | ### Integration Performance | Integration | Type | Avg Response | Error Rate | Optimization | | ----------- | ------------ | ------------ | ---------- | ---------------- | | [System] | [Sync/Async] | [ms] | [%] | [Recommendation] | ### Process Automation | Type | Name | Execution Time | Records Processed | Status | | --------------- | ------ | -------------- | ----------------- | ---------------------- | | Flow | [Name] | [ms] | [#/day] | [Optimized/Needs Work] | | Process Builder | [Name] | [ms] | [#/day] | [Optimized/Needs Work] | ## Governor Limits Analysis ### Critical Limits | Limit Type | Usage Pattern | Peak Usage | Risk Level | Mitigation | | -------------- | ------------- | ---------- | -------------- | ---------- | | SOQL Queries | [Pattern] | [#] | [High/Med/Low] | [Strategy] | | DML Statements | [Pattern] | [#] | [High/Med/Low] | [Strategy] | | CPU Time | [Pattern] | [ms] | [High/Med/Low] | [Strategy] | ### Trending Analysis ``` SOQL Usage Trend (Last 30 Days) 100 | ▲ 75 | ▲ ▲ 50 | ▲ ▼▲ 25 | ▲ ▼ 0 |____________ Week 1 2 3 4 ``` ## Optimization Recommendations ### Priority 1: Critical (Immediate Action) #### 1. [Optimization Title] - **Current State:** [Description] - **Impact:** [Business/Technical impact] - **Recommendation:** [Specific actions] - **Effort:** [Hours/Days] - **Expected Improvement:** [Metrics] ### Priority 2: High (30 Days) #### 1. [Optimization Title] - **Current State:** [Description] - **Impact:** [Business/Technical impact] - **Recommendation:** [Specific actions] - **Effort:** [Hours/Days] - **Expected Improvement:** [Metrics] ### Priority 3: Medium (90 Days) #### 1. [Optimization Title] - **Current State:** [Description] - **Impact:** [Business/Technical impact] - **Recommendation:** [Specific actions] - **Effort:** [Hours/Days] - **Expected Improvement:** [Metrics] ## Implementation Plan ### Quick Wins (Week 1-2) | Action | Owner | Timeline | Expected Result | | -------- | ------ | -------- | --------------- | | [Action] | [Name] | [Days] | [Result] | ### Short Term (Month 1-3) | Action | Owner | Timeline | Expected Result | | -------- | ------ | -------- | --------------- | | [Action] | [Name] | [Weeks] | [Result] | ### Long Term (Month 3-6) | Action | Owner | Timeline | Expected Result | | -------- | ------ | -------- | --------------- | | [Action] | [Name] | [Months] | [Result] | ## Cost-Benefit Analysis ### Implementation Costs | Item | One-time Cost | Recurring Cost | Total Year 1 | | -------------- | ------------- | --------------- | ------------ | | Development | $[Amount] | $0 | $[Amount] | | Tools/Licenses | $[Amount] | $[Amount/month] | $[Total] | | Training | $[Amount] | $0 | $[Amount] | | **Total** | **$[Total]** | **$[Total]** | **$[Total]** | ### Expected Benefits | Benefit | Year 1 | Year 2 | Year 3 | | -------------------- | ------------ | ------------ | ------------ | | Productivity Gains | $[Amount] | $[Amount] | $[Amount] | | Reduced Downtime | $[Amount] | $[Amount] | $[Amount] | | License Optimization | $[Amount] | $[Amount] | $[Amount] | | **Total Benefits** | **$[Total]** | **$[Total]** | **$[Total]** | ### ROI Calculation - **Payback Period:** [Months] - **3-Year ROI:** [%] - **NPV:** $[Amount] ## Risk Assessment ### Implementation Risks | Risk | Probability | Impact | Mitigation | | ------ | ----------- | ------- | ---------- | | [Risk] | [H/M/L] | [H/M/L] | [Strategy] | ## Monitoring Plan ### Key Metrics to Track | Metric | Current | Target | Monitoring Tool | Frequency | | -------- | ------- | ------- | --------------- | -------------- | | [Metric] | [Value] | [Value] | [Tool] | [Daily/Weekly] | ### Success Criteria - [ ] Page load times reduced by [X%] - [ ] API response times improved by [X%] - [ ] Governor limit violations reduced by [X%] - [ ] User satisfaction scores increased by [X%] ## Best Practices Applied ### Development Standards - [ ] Bulkification patterns implemented - [ ] Selective queries with indexes - [ ] Efficient data access patterns - [ ] Asynchronous processing where appropriate ### Configuration Best Practices - [ ] Sharing rules optimized - [ ] Workflow rules consolidated - [ ] Validation rules efficient - [ ] Page layouts streamlined ## Appendices ### Appendix A: Detailed Performance Logs [Links to or excerpts from performance logs] ### Appendix B: Query Execution Plans [Detailed query analysis] ### Appendix C: Code Review Findings [Detailed code review results] ### Appendix D: Testing Results [Performance test results] ## Next Steps 1. **Immediate Actions** - [ ] Review and approve recommendations - [ ] Allocate resources - [ ] Begin quick win implementations 2. **Follow-up** - [ ] Weekly progress reviews - [ ] Monthly performance reassessment - [ ] Quarterly optimization review ## Approval and Sign-off | Role | Name | Signature | Date | | -------------- | ------ | -------------- | ------ | | Technical Lead | [Name] | \***\*\_\*\*** | [Date] | | Business Owner | [Name] | \***\*\_\*\*** | [Date] | | IT Director | [Name] | \***\*\_\*\*** | [Date] |