sf-agent-framework
Version:
AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction
308 lines (279 loc) • 9.44 kB
YAML
workflow:
id: integration-development
name: Integration Development Workflow
description: >-
End-to-end integration development and testing workflow for connecting
Salesforce with external systems. Covers design, development, testing,
and deployment of integrations.
type: iterative-parallel
duration: 3-4 weeks per integration
project_types:
- api-integration
- middleware-integration
- batch-integration
- real-time-sync
- event-driven-integration
sequence:
# Phase 1: Integration Analysis (Days 1-3)
- phase: integration_analysis
duration: 3 days
steps:
- step: requirements_gathering
agent: sf-architect
participants: [sf-translator, business_stakeholders]
creates: integration-requirements.md
uses: integration-planning
activities:
business_requirements:
- Data flow requirements
- Business rules and transformations
- Volume and frequency expectations
- Error handling requirements
- Performance expectations
technical_requirements:
- System capabilities assessment
- API availability and limitations
- Security requirements
- Infrastructure constraints
- Compliance requirements
deliverables:
- integration_requirements.md
- data_flow_diagram.png
- system_capability_matrix.xlsx
- step: pattern_selection
agent: sf-architect
creates: integration-pattern.md
uses: pattern-recommendation
evaluation_criteria:
- Data volume
- Latency requirements
- Error handling needs
- System capabilities
- Security constraints
pattern_options:
real_time:
- REST API
- SOAP Web Services
- Platform Events
- Streaming API
near_real_time:
- Change Data Capture
- Outbound Messaging
- Callouts with retry
batch:
- Bulk API
- File-based ETL
- Scheduled jobs
- step: architecture_design
agent: sf-integration-architect
creates: integration-architecture.md
uses: templates/integration-design-tmpl
activities:
- Design integration architecture
- Define data mapping
- Plan error handling
- Design monitoring approach
- Create sequence diagrams
# Phase 2: Technical Design (Days 4-5)
- phase: technical_design
duration: 2 days
parallel_tracks:
- track: salesforce_design
lead: sf-architect
steps:
- step: salesforce_components
creates: salesforce-design.md
activities:
- Design Apex classes
- Plan triggers/flows
- Design data model changes
- Plan security model
- track: middleware_design
lead: sf-integration-architect
condition: uses_middleware
steps:
- step: middleware_configuration
creates: middleware-design.md
activities:
- Design transformation logic
- Plan routing rules
- Design error handling
- Plan monitoring
- track: external_system_design
lead: sf-translator
steps:
- step: external_system_prep
creates: external-system-prep.md
activities:
- Coordinate with external team
- Define endpoints
- Plan authentication
- Agree on data formats
# Phase 3: Development (Days 6-15)
- phase: development
duration: 10 days
parallel_tracks:
- track: salesforce_development
lead: sf-developer
steps:
- step: apex_development
creates: apex-code/
activities:
- Develop Apex classes
- Create HTTP callouts
- Implement error handling
- Write unit tests
- step: configuration
agent: sf-admin
creates: configuration-log.md
activities:
- Configure connected apps
- Set up named credentials
- Configure remote sites
- Set up custom settings
- track: middleware_development
lead: sf-integration-architect
condition: uses_middleware
steps:
- step: middleware_build
creates: middleware-config/
activities:
- Build transformation maps
- Configure routing
- Set up error queues
- Configure monitoring
- track: external_api_development
lead: sf-developer
condition: building_external_api
steps:
- step: api_development
creates: api-specification.md
activities:
- Develop API endpoints
- Implement authentication
- Add logging
- Create documentation
# Phase 4: Testing (Days 16-20)
- phase: testing
duration: 5 days
steps:
- step: unit_testing
agent: sf-developer
creates: unit-test-results.md
activities:
- Test Apex classes
- Test error scenarios
- Validate data mapping
- Check security
- step: integration_testing
agent: sf-qa
creates: integration-test-results.md
uses: integration-testing-checklist
activities:
- End-to-end testing
- Error scenario testing
- Performance testing
- Security testing
- step: uat_testing
agent: sf-business-analyst
participants: [business_users]
creates: uat-results.md
activities:
- Business scenario testing
- Data validation
- Error handling verification
- Performance validation
# Phase 5: Deployment Preparation (Days 21-22)
- phase: deployment_preparation
duration: 2 days
steps:
- step: deployment_package
agent: sf-devops-lead
creates: deployment-package/
activities:
- Package components
- Create deployment scripts
- Prepare config changes
- Document deployment steps
- step: production_readiness
agent: sf-architect
creates: readiness-checklist.md
uses: deployment-readiness-checklist
activities:
- Review architecture
- Validate security
- Check performance
- Verify monitoring
- step: runbook_creation
agent: sf-devops-lead
creates: integration-runbook.md
uses: templates/deployment-runbook-tmpl
activities:
- Document procedures
- Create troubleshooting guide
- Define SLAs
- Plan support model
# Phase 6: Deployment & Monitoring (Days 23-25)
- phase: deployment_monitoring
duration: 3 days
steps:
- step: production_deployment
agent: sf-devops-lead
creates: deployment-log.md
activities:
- Deploy to production
- Validate deployment
- Enable monitoring
- Verify connectivity
- step: smoke_testing
agent: sf-qa
creates: smoke-test-results.md
activities:
- Test connectivity
- Verify data flow
- Check error handling
- Validate monitoring
- step: hypercare
agent: sf-developer
duration: ongoing
activities:
- Monitor integration health
- Address issues
- Tune performance
- Document lessons learned
success_criteria:
- All test scenarios passed
- Performance SLAs met
- Security requirements satisfied
- Error handling working correctly
- Monitoring and alerting active
- Documentation complete
deliverables:
design:
- Integration requirements
- Architecture diagrams
- Technical specifications
- Data mapping documents
development:
- Apex code with tests
- Configuration documentation
- API specifications
- Middleware configurations
testing:
- Test results
- Performance benchmarks
- Security validation
operations:
- Deployment package
- Runbook documentation
- Monitoring dashboards
- Support procedures
best_practices:
- Always use named credentials for authentication
- Implement comprehensive error handling
- Log all integration transactions
- Use bulk patterns for large data volumes
- Monitor integration health proactively
- Document all design decisions
- Plan for failure scenarios
- Consider governor limits in design