sf-agent-framework
Version:
AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction
329 lines (303 loc) • 10.1 kB
YAML
workflow:
id: release-deployment
name: Release Deployment Workflow
description: >-
Complete release management and deployment orchestration for Salesforce
implementations. Manages the end-to-end process from final testing through
production deployment and hypercare.
type: gated-sequential
duration: 5-7 days
project_types:
- major-release
- minor-release
- hotfix
- emergency-patch
sequence:
# Phase 1: Pre-Release Validation (T-5 days)
- phase: pre_release_validation
timing: T-5 days
steps:
- step: code_freeze
agent: sf-developer
participants: all_developers
creates: release-candidate.md
activities:
- Merge all feature branches
- Create release branch
- Tag release candidate
- Generate release notes
- Lock development branches
validations:
- All PRs merged or deferred
- No critical bugs open
- Code coverage >85%
- Static analysis passed
- Security scan clean
deliverables:
- release_candidate_tag
- release_notes_draft.md
- deferred_items.xlsx
- step: final_testing
agent: sf-qa
participants: [sf-developer, business_users]
creates: final-test-report.md
uses: release-readiness-checklist
test_types:
regression_testing:
duration: 2 days
coverage: 100% critical paths
tools: [Selenium, Provar]
integration_testing:
systems: [ERP, Marketing, Analytics]
scenarios: End-to-end flows
data: Production-like volumes
performance_testing:
load: 2x expected peak
response_time: <3 seconds
concurrent_users: 500
gate_criteria:
- Zero critical defects
- Less than 5 major defects
- Performance SLAs met
- Integration tests passed
- step: security_validation
agent: sf-security-architect
creates: security-clearance.md
uses: security-scan-checklist
activities:
- Run security scanning tools
- Review CRUD/FLS settings
- Validate sharing rules
- Check encryption status
- Verify compliance requirements
deliverables:
- security_scan_report.pdf
- compliance_checklist.xlsx
- risk_assessment.md
# Phase 2: Deployment Preparation (T-3 days)
- phase: deployment_preparation
timing: T-3 days
steps:
- step: deployment_package_creation
agent: sf-devops-lead
creates: deployment-package/
uses: deployment-checklist
activities:
- Create change sets/packages
- Validate in staging
- Document manual steps
- Prepare data scripts
- Package configurations
components:
- Apex classes and triggers
- Lightning components
- Flows and processes
- Custom objects and fields
- Profiles and permission sets
- Email templates
- Reports and dashboards
- step: deployment_validation
agent: sf-release-manager
creates: validation-report.md
activities:
- Validate package in Full sandbox
- Run all tests
- Check code coverage
- Verify configurations
- Test rollback procedure
success_criteria:
- All components deployed successfully
- All tests passed
- No deployment errors
- Rollback tested successfully
- step: communication_preparation
agent: sf-orchestrator
creates: communication-plan.md
activities:
- Prepare stakeholder notifications
- Create user communications
- Schedule deployment window
- Prepare support documentation
- Plan hypercare coverage
deliverables:
- stakeholder_email.html
- user_notification.html
- deployment_schedule.xlsx
- support_contacts.md
# Phase 3: Production Deployment (T-1 day)
- phase: production_deployment
timing: T-1 day
steps:
- step: pre_deployment_checkpoint
agent: sf-release-manager
participants: [sf-orchestrator, sf-architect, sf-devops-lead]
creates: go-no-go-decision.md
activities:
- Review deployment checklist
- Confirm all approvals
- Verify backup completed
- Check system health
- Final go/no-go decision
gate_criteria:
- All tests passed
- Approvals received
- Backup confirmed
- No blocking issues
- step: production_backup
agent: sf-admin
creates: backup-confirmation.md
activities:
- Full metadata backup
- Data export of critical objects
- Document current state
- Store backup securely
- Verify restoration procedure
- step: deployment_execution
agent: sf-devops-lead
participants: [sf-developer, sf-admin]
creates: deployment-log.md
activities:
- Deploy to production
- Execute manual steps
- Run data scripts
- Validate deployment
- Enable new features
monitoring:
- Real-time deployment tracking
- Error monitoring
- Performance monitoring
- User activity tracking
- step: post_deployment_validation
agent: sf-qa
creates: validation-results.md
activities:
- Smoke testing
- Critical flow validation
- Integration verification
- Performance check
- Security validation
duration: 2-4 hours
# Phase 4: Go-Live Activities (T-0)
- phase: go_live
timing: T-0 (Launch day)
steps:
- step: feature_enablement
agent: sf-admin
creates: enablement-log.md
activities:
- Enable new features for users
- Update page layouts
- Activate flows/processes
- Enable integrations
- Update permissions
- step: user_communication
agent: sf-orchestrator
activities:
- Send go-live announcement
- Share training resources
- Communicate support channels
- Publish release notes
- Update documentation portal
- step: monitoring_activation
agent: sf-devops-lead
creates: monitoring-dashboard.md
activities:
- Enable production monitoring
- Set up alerts
- Configure dashboards
- Start logging
- Track KPIs
# Phase 5: Hypercare (T+1 to T+5)
- phase: hypercare
timing: T+1 to T+5 days
steps:
- step: enhanced_support
agent: sf-orchestrator
participants: [sf-developer, sf-admin, sf-qa]
duration: 5 days
activities:
daily_standup:
- Review overnight issues
- Prioritize fixes
- Assign resources
- Update stakeholders
issue_tracking:
- Log all issues
- Categorize by severity
- Track resolution time
- Document workarounds
performance_monitoring:
- Track response times
- Monitor error rates
- Check resource usage
- Validate SLAs
- step: issue_resolution
agent: sf-developer
participants: [sf-admin]
activities:
- Fix critical issues immediately
- Deploy hotfixes if needed
- Update configurations
- Optimize performance
- Document solutions
- step: user_feedback
agent: sf-business-analyst
creates: feedback-summary.md
activities:
- Collect user feedback
- Identify training gaps
- Document enhancement requests
- Measure adoption rates
- Update FAQs
- step: stabilization_review
agent: sf-release-manager
timing: T+5 days
creates: stabilization-report.md
activities:
- Review all issues
- Assess system stability
- Document lessons learned
- Plan improvements
- Close hypercare phase
success_criteria:
deployment:
- Zero deployment failures
- All components activated
- No data loss
- Rollback not required
quality:
- Critical defects: 0
- Major defects: <5
- Performance SLAs met
adoption:
- User login rate >90%
- Support tickets <expected
- Positive feedback >80%
rollback_procedure:
triggers:
- Critical functionality broken
- Data corruption detected
- Performance degradation >50%
- Security vulnerability exposed
steps:
- Stop all user access
- Restore from backup
- Revert configurations
- Validate restoration
- Communicate status
- Investigate root cause
deliverables:
pre_deployment:
- Release notes
- Test results
- Security clearance
- Deployment package
deployment:
- Deployment log
- Validation results
- Go-live confirmation
post_deployment:
- Hypercare reports
- Issue log
- Feedback summary
- Lessons learned