sf-agent-framework/sf-core/tasks/rollback-procedures.md

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

# Rollback Procedures

## Purpose

Develop and document comprehensive rollback procedures for Salesforce
deployments to minimize business impact when issues occur.

## Instructions

1. **Rollback Strategy Design**
   - Define rollback triggers
   - Establish decision criteria
   - Plan rollback approaches:
     - Full rollback
     - Partial rollback
     - Feature toggle
     - Data restoration
   - Set time constraints

2. **Component Inventory**
   - Document deployment components
   - Identify dependencies
   - Map configuration changes
   - Track data modifications
   - Note integration updates

3. **Backup Procedures**
   - Create metadata backups
   - Export configuration data
   - Backup custom settings
   - Save integration endpoints
   - Document current state

4. **Rollback Scripts**
   - Develop reversion scripts
   - Create data restore procedures
   - Plan configuration rollback
   - Design code deployment reversal
   - Test rollback automation

5. **Execution Process**
   - Define rollback steps
   - Assign responsibilities
   - Set communication protocols
   - Plan validation checks
   - Document completion criteria

6. **Post-Rollback Actions**
   - Validate system state
   - Verify data integrity
   - Test critical functions
   - Communicate status
   - Document lessons learned

## Input Requirements

- Deployment manifest
- System architecture
- Backup procedures
- Change documentation
- Risk assessment
- Communication plan

## Output Format

- Rollback Procedures Document:
  - Rollback decision matrix
  - Step-by-step procedures
  - Script library
  - Validation checklist
  - Communication templates
  - Recovery timeline

## Rollback Types

- **Metadata**: Configuration reversion
- **Code**: Apex/LWC rollback
- **Data**: Record restoration
- **Integration**: Endpoint reversion
- **Permission**: Security rollback
- **Complete**: Full system restore

## Critical Considerations

- Data dependencies
- Integration impacts
- User communications
- Business continuity
- Audit compliance
- Performance impact

## Best Practices

- Test rollback procedures
- Automate where possible
- Document thoroughly
- Practice regularly
- Keep backups current
- Monitor post-rollback
- Learn from incidents