sf-agent-framework/sf-core/checklists/etl-development-checklist.md

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

# ETL Development Checklist

This comprehensive checklist ensures robust Extract, Transform, and Load (ETL)
processes for Salesforce data integration projects.

## ETL Requirements Analysis

### Level 1: Business Requirements

- [ ] Data integration objectives clearly defined
- [ ] Source and target systems identified
- [ ] Data volume estimates documented
- [ ] Processing frequency requirements specified
- [ ] Business rules and transformations documented

### Level 2: Technical Requirements

- [ ] API limits and constraints assessed
- [ ] Performance requirements defined
- [ ] Error tolerance thresholds established
- [ ] Recovery point objectives (RPO) defined
- [ ] Recovery time objectives (RTO) specified

### Level 3: Data Requirements

- [ ] Data mapping document completed
- [ ] Data quality requirements defined
- [ ] Historical data migration needs assessed
- [ ] Incremental vs full load strategy determined
- [ ] Data retention policies identified

## Source System Analysis

### Level 1: System Access

- [ ] Source system credentials obtained
- [ ] API access configured and tested
- [ ] Database connections established
- [ ] File access permissions verified
- [ ] Network connectivity confirmed

### Level 2: Data Extraction Capabilities

- [ ] Available extraction methods evaluated
- [ ] Query limitations identified
- [ ] Bulk data export options assessed
- [ ] Change data capture availability checked
- [ ] API rate limits documented

### Level 3: Data Profiling

- [ ] Source data volumes analyzed
- [ ] Data types and formats documented
- [ ] Data quality issues identified
- [ ] Peak data generation times noted
- [ ] Relationship cardinality verified

## ETL Architecture Design

### Level 1: Pipeline Architecture

- [ ] ETL vs ELT approach decided
- [ ] Processing stages defined
- [ ] Data flow diagrams created
- [ ] Component architecture documented
- [ ] Technology stack selected

### Level 2: Scalability Design

- [ ] Parallel processing strategy defined
- [ ] Batch size optimization planned
- [ ] Resource allocation strategy documented
- [ ] Horizontal scaling approach designed
- [ ] Performance bottlenecks identified

### Level 3: Error Handling Design

- [ ] Error detection mechanisms defined
- [ ] Retry logic strategy documented
- [ ] Dead letter queue implementation planned
- [ ] Alert and notification design completed
- [ ] Manual intervention procedures defined

## Extract Development

### Level 1: Extraction Logic

- [ ] Source queries optimized
- [ ] Incremental extraction logic implemented
- [ ] Full extraction procedures developed
- [ ] Extraction scheduling configured
- [ ] Source system impact minimized

### Level 2: Data Validation

- [ ] Row count validation implemented
- [ ] Checksum validation added
- [ ] Data type validation configured
- [ ] Null value handling implemented
- [ ] Extraction logs configured

### Level 3: Performance Optimization

- [ ] Query performance tuned
- [ ] Pagination implemented for large datasets
- [ ] Connection pooling configured
- [ ] Compression enabled where applicable
- [ ] Network optimization completed

## Transform Development

### Level 1: Basic Transformations

- [ ] Data type conversions implemented
- [ ] Field mapping logic developed
- [ ] Null value handling configured
- [ ] Default value assignments coded
- [ ] String manipulations completed

### Level 2: Complex Transformations

- [ ] Business rule implementations completed
- [ ] Aggregation logic developed
- [ ] Lookup transformations implemented
- [ ] Calculated fields created
- [ ] Data enrichment procedures coded

### Level 3: Data Quality Transformations

- [ ] Data cleansing rules implemented
- [ ] Standardization procedures developed
- [ ] Deduplication logic created
- [ ] Validation rules applied
- [ ] Data masking implemented (if required)

### Level 4: Advanced Transformations

- [ ] Multi-source joins implemented
- [ ] Hierarchical data handling developed
- [ ] Time zone conversions configured
- [ ] Currency conversions implemented
- [ ] Complex business logic validated

## Load Development

### Level 1: Target Connection

- [ ] Salesforce org connection established
- [ ] Authentication mechanism implemented
- [ ] API version compatibility verified
- [ ] Connection pooling configured
- [ ] Session management implemented

### Level 2: Load Strategy

- [ ] Insert vs update vs upsert logic defined
- [ ] External ID management implemented
- [ ] Batch processing configured
- [ ] Bulk API utilization optimized
- [ ] Parent-child relationship handling developed

### Level 3: Error Handling

- [ ] Failed record handling implemented
- [ ] Partial success scenarios handled
- [ ] Rollback procedures developed
- [ ] Error logging configured
- [ ] Recovery mechanisms implemented

### Level 4: Performance Optimization

- [ ] Batch size optimization completed
- [ ] Parallel processing implemented
- [ ] API call minimization achieved
- [ ] Governor limit compliance verified
- [ ] Load balancing configured

## Testing Strategy

### Level 1: Unit Testing

- [ ] Individual component tests written
- [ ] Transformation logic tests completed
- [ ] Edge case scenarios tested
- [ ] Mock data tests implemented
- [ ] Code coverage targets met

### Level 2: Integration Testing

- [ ] End-to-end pipeline tests executed
- [ ] Source to target validation completed
- [ ] Error scenario testing performed
- [ ] Performance benchmarks validated
- [ ] API limit testing completed

### Level 3: Data Validation Testing

- [ ] Row count reconciliation tested
- [ ] Data accuracy verification completed
- [ ] Transformation accuracy validated
- [ ] Relationship integrity verified
- [ ] Business rule compliance tested

### Level 4: Performance Testing

- [ ] Load testing completed
- [ ] Stress testing performed
- [ ] Scalability testing executed
- [ ] Resource utilization measured
- [ ] Bottleneck analysis completed

## Security Implementation

### Level 1: Credential Management

- [ ] Secure credential storage implemented
- [ ] API key rotation procedures defined
- [ ] Certificate management configured
- [ ] OAuth implementation completed
- [ ] Service account security verified

### Level 2: Data Security

- [ ] Encryption in transit implemented
- [ ] Encryption at rest configured
- [ ] PII data handling secured
- [ ] Data masking applied where needed
- [ ] Access controls implemented

### Level 3: Audit and Compliance

- [ ] Audit logging implemented
- [ ] Data lineage tracking configured
- [ ] Compliance requirements verified
- [ ] Security scanning completed
- [ ] Vulnerability assessment performed

## Monitoring and Logging

### Level 1: Process Monitoring

- [ ] Pipeline execution monitoring configured
- [ ] Resource utilization tracking implemented
- [ ] Performance metrics collection enabled
- [ ] Error rate monitoring configured
- [ ] Success rate tracking implemented

### Level 2: Data Monitoring

- [ ] Data quality metrics tracked
- [ ] Volume trending monitored
- [ ] Latency measurements configured
- [ ] Throughput tracking implemented
- [ ] Anomaly detection configured

### Level 3: Alerting Configuration

- [ ] Critical error alerts configured
- [ ] Performance degradation alerts set
- [ ] Data quality alerts implemented
- [ ] System health alerts configured
- [ ] Escalation procedures defined

## Documentation

### Level 1: Technical Documentation

- [ ] Architecture diagrams completed
- [ ] Data flow documentation created
- [ ] API documentation written
- [ ] Configuration guide prepared
- [ ] Code comments added

### Level 2: Operational Documentation

- [ ] Runbook created
- [ ] Troubleshooting guide written
- [ ] Monitoring guide documented
- [ ] Recovery procedures detailed
- [ ] Maintenance procedures defined

### Level 3: Business Documentation

- [ ] Data dictionary updated
- [ ] Business rule documentation completed
- [ ] User impact analysis documented
- [ ] Training materials created
- [ ] Change management plan prepared

## Deployment Preparation

### Level 1: Environment Setup

- [ ] Production environment configured
- [ ] Connectivity verified
- [ ] Security settings applied
- [ ] Monitoring tools deployed
- [ ] Backup procedures tested

### Level 2: Migration Planning

- [ ] Deployment schedule created
- [ ] Rollback plan documented
- [ ] Communication plan prepared
- [ ] Resource allocation confirmed
- [ ] Go/no-go criteria defined

### Level 3: Production Readiness

- [ ] Performance benchmarks validated
- [ ] Security review completed
- [ ] Disaster recovery tested
- [ ] Documentation review finished
- [ ] Sign-off obtained

## Post-Deployment

### Level 1: Validation

- [ ] Production data flow verified
- [ ] Performance metrics validated
- [ ] Error rates monitored
- [ ] Data quality confirmed
- [ ] User acceptance verified

### Level 2: Optimization

- [ ] Performance tuning completed
- [ ] Resource optimization performed
- [ ] Cost optimization reviewed
- [ ] Process improvements identified
- [ ] Lessons learned documented

### Level 3: Handover

- [ ] Operations team trained
- [ ] Support procedures established
- [ ] Knowledge transfer completed
- [ ] Maintenance schedule defined
- [ ] Continuous improvement plan created