sf-agent-framework/sf-core/checklists/process-documentation-checklist.md

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

# Salesforce Process Documentation Checklist

## Overview

This checklist ensures comprehensive documentation of business processes in
Salesforce implementations.

## Process Discovery

### Current State Analysis

- [ ] Process stakeholders identified
- [ ] Process boundaries defined
- [ ] Process inputs documented
- [ ] Process outputs documented
- [ ] Process triggers identified
- [ ] Process dependencies mapped
- [ ] Process variations documented
- [ ] Exception handling noted
- [ ] Manual workarounds captured
- [ ] Pain points identified

### Process Mapping

- [ ] High-level process flow created
- [ ] Detailed process steps documented
- [ ] Decision points identified
- [ ] Parallel processes mapped
- [ ] Handoff points marked
- [ ] Wait states documented
- [ ] Loop conditions defined
- [ ] Process actors identified
- [ ] Systems involved mapped
- [ ] Data flows documented

## Documentation Standards

### Process Documentation

- [ ] Process name and ID assigned
- [ ] Process owner identified
- [ ] Version control implemented
- [ ] Creation date recorded
- [ ] Last update date tracked
- [ ] Review cycle defined
- [ ] Approval workflow documented
- [ ] Change history maintained
- [ ] Related processes linked
- [ ] Documentation template used

### Content Requirements

- [ ] Executive summary included
- [ ] Business context provided
- [ ] Scope clearly defined
- [ ] Objectives stated
- [ ] Success metrics identified
- [ ] Assumptions documented
- [ ] Constraints noted
- [ ] Risks identified
- [ ] Dependencies listed
- [ ] Glossary included

## Process Details

### Step Documentation

- [ ] Step number assigned
- [ ] Step name defined
- [ ] Step description clear
- [ ] Actor/role identified
- [ ] Input requirements listed
- [ ] Actions documented
- [ ] Output produced noted
- [ ] Tools/systems used listed
- [ ] Time estimates provided
- [ ] Decision criteria defined

### Business Rules

- [ ] Rule ID assigned
- [ ] Rule description clear
- [ ] Trigger conditions defined
- [ ] Actions specified
- [ ] Exceptions documented
- [ ] Validation criteria set
- [ ] Error handling defined
- [ ] Compliance requirements noted
- [ ] Audit requirements specified
- [ ] Update procedures defined

## System Integration

### Salesforce Implementation

- [ ] Objects involved identified
- [ ] Fields mapped
- [ ] Relationships documented
- [ ] Automation documented
- [ ] Validation rules listed
- [ ] Workflow rules mapped
- [ ] Process Builder flows documented
- [ ] Flow details captured
- [ ] Apex triggers noted
- [ ] Integration points marked

### Data Requirements

- [ ] Data inputs defined
- [ ] Data transformations documented
- [ ] Data validation rules listed
- [ ] Data quality requirements set
- [ ] Data volume estimates provided
- [ ] Data retention policies noted
- [ ] Data security requirements defined
- [ ] Data migration needs identified
- [ ] Master data sources documented
- [ ] Data governance noted

## User Experience

### User Interface

- [ ] Screen layouts documented
- [ ] Navigation paths defined
- [ ] User actions listed
- [ ] Field behaviors documented
- [ ] Conditional visibility noted
- [ ] Default values specified
- [ ] Help text provided
- [ ] Error messages defined
- [ ] Success messages specified
- [ ] Mobile experience documented

### User Roles

- [ ] Role definitions clear
- [ ] Responsibilities documented
- [ ] Access requirements defined
- [ ] Permission levels specified
- [ ] Training needs identified
- [ ] Support requirements noted
- [ ] Escalation paths defined
- [ ] Backup roles identified
- [ ] Cross-training documented
- [ ] Competency requirements listed

## Performance Metrics

### Process Metrics

- [ ] Cycle time defined
- [ ] Throughput measured
- [ ] Quality metrics set
- [ ] Error rates tracked
- [ ] Completion rates monitored
- [ ] SLA requirements documented
- [ ] KPIs identified
- [ ] Benchmarks established
- [ ] Reporting requirements defined
- [ ] Dashboard needs specified

### Monitoring Requirements

- [ ] Monitoring points identified
- [ ] Alert conditions defined
- [ ] Escalation procedures documented
- [ ] Review frequency set
- [ ] Performance targets established
- [ ] Improvement triggers defined
- [ ] Audit trail requirements set
- [ ] Compliance monitoring defined
- [ ] Exception reporting specified
- [ ] Trend analysis planned

## Testing Documentation

### Test Scenarios

- [ ] Happy path documented
- [ ] Alternative paths defined
- [ ] Exception scenarios listed
- [ ] Edge cases identified
- [ ] Negative test cases documented
- [ ] Performance test cases defined
- [ ] Integration test scenarios listed
- [ ] User acceptance criteria set
- [ ] Regression test cases identified
- [ ] Test data requirements documented

### Validation Criteria

- [ ] Entry criteria defined
- [ ] Exit criteria specified
- [ ] Success criteria documented
- [ ] Acceptance criteria agreed
- [ ] Quality gates defined
- [ ] Sign-off requirements set
- [ ] Defect criteria established
- [ ] Performance benchmarks set
- [ ] Security requirements validated
- [ ] Compliance checks defined

## Knowledge Transfer

### Training Documentation

- [ ] Training materials created
- [ ] User guides developed
- [ ] Quick reference cards made
- [ ] Video tutorials recorded
- [ ] FAQs compiled
- [ ] Troubleshooting guides created
- [ ] Best practices documented
- [ ] Tips and tricks included
- [ ] Common errors listed
- [ ] Support procedures defined

### Maintenance Documentation

- [ ] Maintenance procedures documented
- [ ] Update processes defined
- [ ] Change management procedures set
- [ ] Version control implemented
- [ ] Archive procedures defined
- [ ] Retention policies documented
- [ ] Disposal procedures specified
- [ ] Recovery procedures defined
- [ ] Continuity plans documented
- [ ] Knowledge base updated

## Compliance and Governance

### Regulatory Requirements

- [ ] Compliance requirements identified
- [ ] Regulatory mappings documented
- [ ] Audit requirements defined
- [ ] Control points identified
- [ ] Evidence requirements specified
- [ ] Reporting requirements documented
- [ ] Retention requirements set
- [ ] Privacy requirements noted
- [ ] Security requirements defined
- [ ] Certification needs identified

### Quality Assurance

- [ ] Review process defined
- [ ] Approval workflow documented
- [ ] Quality standards applied
- [ ] Completeness verified
- [ ] Accuracy validated
- [ ] Consistency checked
- [ ] Clarity confirmed
- [ ] Accessibility verified
- [ ] Usability tested
- [ ] Maintainability assessed

## Continuous Improvement

### Process Optimization

- [ ] Improvement opportunities identified
- [ ] Automation candidates noted
- [ ] Simplification options documented
- [ ] Technology enablers identified
- [ ] Cost reduction opportunities listed
- [ ] Quality improvements suggested
- [ ] Time savings calculated
- [ ] Risk mitigation options provided
- [ ] Innovation opportunities captured
- [ ] Best practices incorporated

### Documentation Maintenance

- [ ] Review schedule established
- [ ] Update triggers defined
- [ ] Change notification process set
- [ ] Version control active
- [ ] Archive strategy defined
- [ ] Access control implemented
- [ ] Feedback mechanism created
- [ ] Continuous improvement process defined
- [ ] Lessons learned captured
- [ ] Success stories documented