sf-agent-framework/sf-core/tasks/cab-preparation.md

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

# CAB Preparation

## Purpose

Prepare comprehensive Change Advisory Board (CAB) submissions for Salesforce
deployments, ensuring all stakeholders have necessary information for informed
decision-making.

## Instructions

1. **Change Request Documentation**
   - Document change description and business justification
   - List all components being deployed
   - Identify impacted systems and integrations
   - Define rollback strategy and criteria

2. **Risk Assessment**
   - Evaluate technical risks and mitigation plans
   - Assess business impact and user disruption
   - Document security implications
   - Consider compliance and regulatory impacts

3. **Testing Evidence**
   - Compile test execution results
   - Document user acceptance testing sign-offs
   - Include performance testing metrics
   - Provide security scan results

4. **Deployment Plan**
   - Create detailed deployment steps
   - Define deployment timeline and windows
   - List required resources and access
   - Document communication plan

5. **Post-Deployment Validation**
   - Define success criteria
   - Plan smoke testing procedures
   - Schedule post-deployment reviews
   - Prepare monitoring alerts

## Input Requirements

- Change request details
- Component manifest
- Test results and sign-offs
- Risk assessment documentation
- Deployment runbook
- Rollback procedures

## Output Format

- CAB submission package including:
  - Executive summary
  - Technical change details
  - Risk and impact assessment
  - Testing evidence
  - Deployment and rollback plans
  - Stakeholder approvals

## Best Practices

- Submit CAB requests well in advance
- Include all relevant stakeholders
- Provide clear success metrics
- Document lessons learned
- Maintain change history
- Follow organizational CAB templates