salesforce-prod-checklist

name	salesforce-prod-checklist
description	Execute Salesforce production deployment checklist with sandbox testing and rollback. Use when deploying Salesforce integrations to production, preparing for launch, or implementing go-live procedures. Trigger with phrases like "salesforce production", "deploy salesforce", "salesforce go-live", "salesforce launch checklist", "salesforce sandbox to prod".
allowed-tools	Read, Bash(sf:*), Bash(curl:*), Grep
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","crm","salesforce"]
compatibility	Designed for Claude Code

Salesforce Production Checklist

Overview

Complete checklist for deploying Salesforce integrations to production, including sandbox validation, API limit planning, and rollback procedures.

Prerequisites

• Staging/sandbox environment tested and verified
• Production Connected App configured
• Dedicated integration user in production
• Monitoring and alerting ready

Instructions

Pre-Deployment Configuration

• Production Connected App has minimum OAuth scopes (not full)
• Dedicated integration user with restricted profile (not admin)
• SF_LOGIN_URL set to https://login.salesforce.com (not test.salesforce.com)
• All credentials stored in vault/secrets manager (not env files)
• IP restrictions configured on Connected App and user profile
• JWT certificate uploaded (if using JWT Bearer flow)

API Limit Planning

• Estimated daily API calls documented
• API limit headroom > 20% (GET /services/data/v59.0/limits/)
• Bulk API used for operations > 200 records
• Composite API used for multi-object transactions
• sObject Collections used for batch CRUD (max 200/call)
• Caching implemented for describe/metadata calls

Code Quality

• All SOQL queries use parameterized filters (no injection)
• Error handling covers Salesforce error codes (INVALID_FIELD, REQUEST_LIMIT_EXCEEDED, etc.)
• Retry logic implemented for transient errors (UNABLE_TO_LOCK_ROW, )