sf-agent-framework/sf-core/tasks/migration-planning.md

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

# Migration Planning

## Purpose

Develop comprehensive migration plans for moving data into Salesforce, ensuring
successful data transfer with minimal business disruption.

## Instructions

1. **Migration Strategy Development**
   - Define migration approach
   - Determine phasing strategy
   - Plan cutover approach
   - Design fallback options
   - Set success criteria

2. **Scope Definition**
   - Identify data in scope
   - Define historical data needs
   - Determine archival approach
   - Plan reference data
   - Document exclusions

3. **Sequence Planning**
   - Design load sequence
   - Map dependencies
   - Plan parent-child order
   - Schedule batch windows
   - Define checkpoints

4. **Resource Planning**
   - Identify team members
   - Assign responsibilities
   - Plan tool requirements
   - Schedule activities
   - Allocate environments

5. **Risk Management**
   - Identify migration risks
   - Develop mitigation plans
   - Create contingencies
   - Plan rollback procedures
   - Document escalations

6. **Communication Planning**
   - Identify stakeholders
   - Create communication matrix
   - Plan status reporting
   - Schedule checkpoints
   - Define success comms

## Input Requirements

- Migration assessment results
- Business requirements
- Technical constraints
- Resource availability
- Timeline requirements
- Risk tolerance

## Output Format

- Migration Plan Document:
  - Executive summary
  - Migration approach
  - Detailed timeline
  - Resource plan
  - Risk mitigation plan
  - Communication plan
  - Success criteria

## Planning Components

- **Scope**: What to migrate
- **Approach**: How to migrate
- **Timeline**: When to migrate
- **Resources**: Who will migrate
- **Quality**: Validation approach
- **Risk**: Mitigation strategies

## Migration Phases

- Planning and design
- Development and testing
- Trial migrations
- Dress rehearsal
- Production migration
- Post-migration support

## Best Practices

- Plan thoroughly upfront
- Include all stakeholders
- Test multiple times
- Document everything
- Communicate frequently
- Prepare for issues
- Celebrate success