sf-agent-framework/sf-core/checklists/validation-testing-checklist.md

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

# Data Quality Validation Testing Checklist

This comprehensive checklist ensures thorough validation testing for data
quality analysis and improvement initiatives in Salesforce.

## Test Planning and Strategy

### Level 1: Test Scope Definition

- [ ] Validation objectives clearly defined
- [ ] Data objects for testing identified
- [ ] Critical data elements prioritized
- [ ] Test coverage targets established
- [ ] Success criteria documented

### Level 2: Test Environment Setup

- [ ] Test environment provisioned
- [ ] Test data sets prepared
- [ ] Baseline data quality captured
- [ ] Test tools configured
- [ ] Access permissions verified

### Level 3: Test Case Design

- [ ] Positive test scenarios created
- [ ] Negative test cases developed
- [ ] Edge case scenarios identified
- [ ] Boundary value tests designed
- [ ] Data volume tests planned

## Data Profiling Tests

### Level 1: Statistical Analysis

- [ ] Row count validation tests
- [ ] Null value percentage tests
- [ ] Distinct value count tests
- [ ] Value distribution analysis tests
- [ ] Pattern frequency tests

### Level 2: Data Type Validation

- [ ] Numeric field validation tests
- [ ] Text field format tests
- [ ] Date field consistency tests
- [ ] Boolean field accuracy tests
- [ ] Currency field precision tests

### Level 3: Completeness Testing

- [ ] Required field population tests
- [ ] Optional field usage tests
- [ ] Record completeness scoring
- [ ] Missing data pattern tests
- [ ] Default value verification tests

## Business Rule Validation Testing

### Level 1: Field-Level Rules

- [ ] Format validation tests
- [ ] Range validation tests
- [ ] Length constraint tests
- [ ] Pattern matching tests
- [ ] Allowed value tests

### Level 2: Cross-Field Rules

- [ ] Conditional field dependency tests
- [ ] Field correlation tests
- [ ] Calculation accuracy tests
- [ ] Date sequence validation tests
- [ ] Status transition tests

### Level 3: Cross-Object Rules

- [ ] Parent-child relationship tests
- [ ] Lookup validation tests
- [ ] Roll-up calculation tests
- [ ] Sharing rule tests
- [ ] Record type consistency tests

## Duplicate Detection Testing

### Level 1: Exact Match Testing

- [ ] Identical record detection tests
- [ ] Key field matching tests
- [ ] Case sensitivity tests
- [ ] Whitespace handling tests
- [ ] Special character tests

### Level 2: Fuzzy Matching Tests

- [ ] Name variation tests
- [ ] Address matching tests
- [ ] Phonetic matching tests
- [ ] Abbreviation handling tests
- [ ] Typo tolerance tests

### Level 3: Advanced Matching

- [ ] Cross-object duplicate tests
- [ ] Hierarchical duplicate tests
- [ ] Merged record validation tests
- [ ] Duplicate prevention rule tests
- [ ] Match scoring accuracy tests

## Data Standardization Testing

### Level 1: Format Standardization

- [ ] Name capitalization tests
- [ ] Address formatting tests
- [ ] Phone number normalization tests
- [ ] Email validation tests
- [ ] Date format consistency tests

### Level 2: Value Standardization

- [ ] Picklist value mapping tests
- [ ] Code standardization tests
- [ ] Unit of measure tests
- [ ] Currency conversion tests
- [ ] Time zone handling tests

### Level 3: Business Logic Standardization

- [ ] Naming convention tests
- [ ] Categorization rule tests
- [ ] Classification accuracy tests
- [ ] Taxonomy compliance tests
- [ ] Industry standard adherence tests

## Integration Validation Testing

### Level 1: Source System Validation

- [ ] Source data quality tests
- [ ] Extract accuracy tests
- [ ] Transformation logic tests
- [ ] Load verification tests
- [ ] Error handling tests

### Level 2: Real-time Integration Tests

- [ ] API data validation tests
- [ ] Synchronization accuracy tests
- [ ] Latency impact tests
- [ ] Conflict resolution tests
- [ ] Error recovery tests

### Level 3: Batch Integration Tests

- [ ] Batch completeness tests
- [ ] Processing accuracy tests
- [ ] Performance benchmark tests
- [ ] Volume handling tests
- [ ] Failure recovery tests

## Performance Testing

### Level 1: Query Performance

- [ ] Data retrieval speed tests
- [ ] Complex query tests
- [ ] Index effectiveness tests
- [ ] Filter performance tests
- [ ] Sort operation tests

### Level 2: Bulk Operation Tests

- [ ] Mass update performance tests
- [ ] Bulk delete tests
- [ ] Import performance tests
- [ ] Export efficiency tests
- [ ] Batch processing tests

### Level 3: Concurrent User Tests

- [ ] Multi-user access tests
- [ ] Lock contention tests
- [ ] Resource utilization tests
- [ ] Scalability tests
- [ ] Peak load tests

## Validation Rule Testing

### Level 1: Rule Logic Tests

- [ ] Positive validation tests
- [ ] Negative validation tests
- [ ] Boundary condition tests
- [ ] Error message tests
- [ ] Rule priority tests

### Level 2: Complex Rule Tests

- [ ] Multi-condition rule tests
- [ ] Nested logic tests
- [ ] Formula field tests
- [ ] Cross-object rule tests
- [ ] Time-based rule tests

### Level 3: Rule Impact Tests

- [ ] Performance impact tests
- [ ] User experience tests
- [ ] Integration impact tests
- [ ] Bulk operation tests
- [ ] Exception handling tests

## Reporting and Analytics Testing

### Level 1: Report Accuracy

- [ ] Data aggregation tests
- [ ] Filter accuracy tests
- [ ] Grouping logic tests
- [ ] Summary calculation tests
- [ ] Cross-filter tests

### Level 2: Dashboard Validation

- [ ] Component accuracy tests
- [ ] Real-time update tests
- [ ] Drill-down functionality tests
- [ ] Performance tests
- [ ] Mobile rendering tests

### Level 3: Analytics Testing

- [ ] Predictive model tests
- [ ] Trend analysis tests
- [ ] Anomaly detection tests
- [ ] KPI calculation tests
- [ ] Data visualization tests

## Security and Compliance Testing

### Level 1: Access Control Tests

- [ ] Field-level security tests
- [ ] Record access tests
- [ ] Profile permission tests
- [ ] Role hierarchy tests
- [ ] Sharing rule tests

### Level 2: Data Privacy Tests

- [ ] PII protection tests
- [ ] Encryption validation tests
- [ ] Masking effectiveness tests
- [ ] Audit trail tests
- [ ] Consent management tests

### Level 3: Compliance Validation

- [ ] Regulatory requirement tests
- [ ] Industry standard tests
- [ ] Data retention tests
- [ ] Right to deletion tests
- [ ] Cross-border data tests

## Test Automation

### Level 1: Test Script Development

- [ ] Automated test cases created
- [ ] Test data generation automated
- [ ] Result validation automated
- [ ] Report generation automated
- [ ] Schedule execution configured

### Level 2: Continuous Testing

- [ ] CI/CD integration tests
- [ ] Regression test suite
- [ ] Smoke test automation
- [ ] Performance test automation
- [ ] Security test automation

### Level 3: Test Maintenance

- [ ] Test script updates
- [ ] Test data refresh
- [ ] Framework enhancements
- [ ] Tool upgrades
- [ ] Documentation updates

## User Acceptance Testing

### Level 1: Functional Validation

- [ ] Business process tests
- [ ] User workflow tests
- [ ] Data entry tests
- [ ] Search functionality tests
- [ ] Export/import tests

### Level 2: Usability Testing

- [ ] User interface tests
- [ ] Navigation tests
- [ ] Error message tests
- [ ] Help content tests
- [ ] Mobile experience tests

### Level 3: Performance Acceptance

- [ ] Response time tests
- [ ] Concurrent user tests
- [ ] Data volume tests
- [ ] Peak usage tests
- [ ] Batch processing tests

## Defect Management

### Level 1: Defect Tracking

- [ ] Defect logging procedures
- [ ] Severity classification
- [ ] Priority assignment
- [ ] Assignment workflow
- [ ] Status tracking

### Level 2: Root Cause Analysis

- [ ] Defect pattern analysis
- [ ] Root cause identification
- [ ] Impact assessment
- [ ] Fix verification
- [ ] Prevention measures

### Level 3: Quality Metrics

- [ ] Defect density tracking
- [ ] Resolution time metrics
- [ ] Reopen rate monitoring
- [ ] Test effectiveness metrics
- [ ] Quality trend analysis

## Test Closure Activities

### Level 1: Test Completion

- [ ] All test cases executed
- [ ] Defects resolved or deferred
- [ ] Test objectives met
- [ ] Sign-offs obtained
- [ ] Deliverables completed

### Level 2: Documentation

- [ ] Test results documented
- [ ] Lessons learned captured
- [ ] Best practices updated
- [ ] Knowledge base updated
- [ ] Archive created

### Level 3: Continuous Improvement

- [ ] Process improvements identified
- [ ] Tool enhancements planned
- [ ] Training needs assessed
- [ ] Metrics analysis completed
- [ ] Future recommendations made