sf-agent-framework

# Run Validation Scripts Task This task guides the execution of automated validation scripts to ensure data quality, system integrity, and compliance with business rules in Salesforce environments. ## Purpose Enable data validation engineers to: - Execute comprehensive validation suites - Automate quality checks - Generate validation reports - Track validation metrics - Implement continuous validation ## Prerequisites - Validation framework configured - Test data sets prepared - Execution environment ready - Reporting mechanisms established - Success criteria defined ## Validation Script Architecture ### 1. Validation Categories **Script Classification Framework** ```yaml Data Validation Scripts: Purpose: Verify data quality and integrity Types: - Field-level validations - Cross-object relationships - Business rule compliance - Data completeness checks - Format validations Frequency: Daily/On-demand Process Validation Scripts: Purpose: Ensure business processes function correctly Types: - Workflow validations - Approval process checks - Integration flow tests - Automation verification - Event handling validation Frequency: After deployments/changes Security Validation Scripts: Purpose: Verify security configurations Types: - Permission validations - Sharing rule checks - Field accessibility tests - Data visibility verification - Authentication validation Frequency: Weekly/Monthly Performance Validation Scripts: Purpose: Monitor system performance Types: - Query performance tests - Bulk operation validation - API response time checks - Resource utilization tests - Governor limit verification Frequency: Continuous/Scheduled ``` ### 2. Script Execution Framework **Execution Strategy** ```yaml Sequential Execution: Use When: - Dependencies exist between scripts - Resource constraints present - Ordered validation required Benefits: - Predictable execution - Easy troubleshooting - Lower resource usage Parallel Execution: Use When: - Independent validations - Time constraints exist - High-performance systems Benefits: - Faster completion - Efficient resource use - Scalable approach Conditional Execution: Use When: - Specific triggers occur - Environmental factors change - Previous validation results matter Benefits: - Targeted validation - Resource optimization - Contextual testing ``` ### 3. Validation Script Structure **Standard Script Template** ```yaml script: metadata: name: 'validation_script_name' category: 'data|process|security|performance' priority: 'critical|high|medium|low' timeout: 300 # seconds retries: 3 configuration: parameters: - name: 'org_id' required: true - name: 'validation_scope' default: 'full' - name: 'date_range' default: 'last_7_days' validation_rules: - rule_id: 'RULE_001' description: 'Validate email format' query: "SELECT Id, Email FROM Contact WHERE Email NOT LIKE '%@%.%'" expected: 'empty_result_set' severity: 'high' - rule_id: 'RULE_002' description: 'Check orphaned records' query: 'SELECT Id FROM Opportunity WHERE AccountId = null' threshold: 0 severity: 'critical' actions: on_success: - log_results - update_metrics - send_summary on_failure: - create_incident - notify_team - generate_report ``` ## Execution Process ### Phase 1: Pre-Execution Setup **Environment Preparation** ```yaml System Checks: - [ ] Salesforce org accessible - [ ] API limits available - [ ] Storage space sufficient - [ ] Network connectivity stable - [ ] Credentials valid Script Preparation: - [ ] Scripts version controlled - [ ] Dependencies resolved - [ ] Parameters configured - [ ] Timeout values set - [ ] Error handling implemented Monitoring Setup: - [ ] Logging enabled - [ ] Metrics collection ready - [ ] Alert thresholds defined - [ ] Dashboard updated - [ ] Notification lists current ``` ### Phase 2: Script Execution **Execution Workflow** ```yaml Step 1: Initialization Actions: - Load configuration - Establish connections - Initialize logging - Set execution context - Create run identifier Step 2: Validation Execution For Each Script: - Check prerequisites - Execute validation logic - Capture results - Handle errors gracefully - Update progress tracker Step 3: Result Processing Actions: - Aggregate results - Calculate metrics - Identify failures - Generate summaries - Store raw data Step 4: Reporting Actions: - Create detailed report - Update dashboards - Send notifications - Archive results - Trigger follow-ups ``` ### Phase 3: Result Analysis **Analysis Framework** ```yaml Result Categories: Passed: - All validations successful - Within acceptable thresholds - No action required Warning: - Minor issues detected - Approaching thresholds - Monitoring recommended Failed: - Critical validations failed - Thresholds exceeded - Immediate action required Error: - Script execution failed - Technical issues encountered - Investigation needed ``` ## Validation Patterns ### 1. Data Quality Validation **Quality Check Methodology** ```yaml Completeness Checks: - Required fields populated - Minimum data requirements met - No unexpected nulls - Relationship integrity maintained Accuracy Checks: - Format validations passed - Business rules satisfied - Calculations correct - Cross-system consistency Consistency Checks: - No duplicate records - Referential integrity maintained - Status transitions valid - Temporal consistency Validity Checks: - Value within allowed ranges - Picklist values valid - Date logic correct - Dependencies satisfied ``` ### 2. Process Validation **Process Verification Steps** ```yaml Workflow Validation: - Trigger conditions met - Actions executed correctly - Field updates applied - Email alerts sent - Task creation verified Approval Process: - Routing logic correct - Approver assignments valid - Escalation rules working - Email notifications sent - Status updates accurate Integration Validation: - Data synchronization working - Error handling functional - Retry logic operational - Monitoring active - Performance acceptable ``` ### 3. Security Validation **Security Check Protocol** ```yaml Access Control: - Profile permissions correct - Permission sets applied - Role hierarchy enforced - Sharing rules active - Manual shares valid Data Visibility: - Field-level security enforced - Record access appropriate - Organization-wide defaults correct - Sharing calculations accurate - Portal access restricted Authentication: - Login policies enforced - Session settings appropriate - IP restrictions active - Two-factor authentication enabled - Password policies compliant ``` ## Automation and Scheduling ### Scheduled Execution **Scheduling Strategy** ```yaml Daily Validations: Time: 02:00 UTC Scripts: - Data quality checks - Process health validation - Integration status Duration: 30-60 minutes Weekly Validations: Time: Sunday 04:00 UTC Scripts: - Comprehensive data audit - Security compliance check - Performance baseline Duration: 2-4 hours Monthly Validations: Time: First Sunday 06:00 UTC Scripts: - Full system validation - Historical trend analysis - Capacity planning checks Duration: 4-8 hours On-Demand Validations: Triggers: - Post-deployment - Incident response - Change verification - Audit requirements ``` ### Continuous Validation **Real-time Monitoring** ```yaml Event-Driven Validation: Triggers: - Record creation/update - Batch job completion - Integration execution - User activity spikes Response: - Immediate validation - Alert generation - Auto-remediation - Escalation workflow ``` ## Reporting and Metrics ### Validation Dashboards **Key Metrics Display** ```yaml Executive Dashboard: - Overall validation score - Critical issues count - Trend indicators - Business impact summary Technical Dashboard: - Script execution status - Performance metrics - Error details - System health indicators Operational Dashboard: - Daily validation results - Issue queue status - Resolution progress - Team performance ``` ### Report Generation **Report Template Structure** ```markdown # Validation Report - [Date] ## Executive Summary - Total Validations Run: [Count] - Success Rate: [Percentage] - Critical Issues: [Count] - Action Required: [Yes/No] ## Detailed Results ### Data Validation | Validation | Result | Issues | Impact | | ---------- | ----------- | ------- | ------- | | [Name] | [Pass/Fail] | [Count] | [Level] | ### Process Validation [Similar table structure] ### Security Validation [Similar table structure] ## Issues Requiring Action 1. **[Issue Title]** - Severity: [Critical/High/Medium] - Affected Records: [Count] - Recommended Action: [Description] - Owner: [Assignment] ## Trends and Analysis - [Trend observations] - [Pattern identification] - [Predictive insights] ## Recommendations 1. [Improvement suggestion] 2. [Process enhancement] 3. [Tool recommendation] ``` ## Best Practices ### Script Development - Use modular, reusable components - Implement comprehensive error handling - Include detailed logging - Version control all scripts - Document thoroughly ### Execution Management - Schedule during low-usage periods - Monitor resource consumption - Implement circuit breakers - Use connection pooling - Handle timeouts gracefully ### Result Management - Store results for trend analysis - Implement data retention policies - Create actionable reports - Automate issue creation - Track resolution metrics ## Success Criteria ✅ All validations executed successfully ✅ Results within acceptable thresholds ✅ Reports generated and distributed ✅ Issues identified and logged ✅ Metrics tracked and trended ✅ Continuous improvement demonstrated