sf-agent-framework/sf-core/tasks/process-mapping.md

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

# Process Mapping

## Purpose

Document and analyze business processes to inform Salesforce solution design and
ensure optimal automation and user experience.

## Instructions

1. **Process Discovery**
   - Identify key processes
   - Interview stakeholders
   - Observe current practices
   - Document process steps
   - Capture decision points

2. **Current State Mapping**
   - Create process flow diagrams
   - Document actors and roles
   - Map system touchpoints
   - Identify pain points
   - Measure process metrics

3. **Process Analysis**
   - Identify inefficiencies
   - Find automation opportunities
   - Locate bottlenecks
   - Assess compliance gaps
   - Review exception handling

4. **Future State Design**
   - Design optimized processes
   - Plan Salesforce automation
   - Define user interactions
   - Design approval flows
   - Plan integration points

5. **Gap Analysis**
   - Compare current to future
   - Identify changes required
   - Assess impact areas
   - Plan transition approach
   - Document requirements

6. **Implementation Mapping**
   - Map to Salesforce features
   - Design workflow automation
   - Plan approval processes
   - Configure validation rules
   - Design user interface

## Input Requirements

- Business process documentation
- Stakeholder interviews
- Current system documentation
- Compliance requirements
- Performance metrics
- User feedback

## Output Format

- Process Mapping Deliverables:
  - Current state diagrams
  - Future state diagrams
  - Process narratives
  - RACI matrices
  - Gap analysis
  - Requirements document
  - Implementation guide

## Mapping Techniques

- **BPMN**: Standard notation
- **Swimlane**: Role-based view
- **Value Stream**: End-to-end flow
- **SIPOC**: High-level view
- **Journey Maps**: User perspective

## Process Elements

- Activities and tasks
- Decision points
- Actors and roles
- Systems and tools
- Data and documents
- Time and metrics
- Rules and policies

## Best Practices

- Involve process owners
- Validate with users
- Keep diagrams simple
- Focus on value-add
- Document exceptions
- Measure improvements
- Iterate designs