Agent Deployment Checklist
A single checklist is the artifact that prevents post-deployment incidents. Organized into five blocks: functional tests green, adversarial tests green, observability live, rollback rehearsed, stakeholders signed-off.
When to Use
Every production activation; every material config change (new Invocable, new channel, new persona).
Typical trigger phrases that should route to this skill: is my agent ready for production, agentforce go-live checklist, what sign-offs does agent deploy need, agent rollback rehearsal.
Recommended Workflow
- Functional: ≥20 fixture conversations pass in Testing Center; per-reason-code coverage verified.
- Security: adversarial test suite green; data classification + Trust Layer policy match the signed review.
- Observability: dashboard deployed; alert rules active; on-call rota updated.
- Rollback: the inverse CMDT flip has been rehearsed in staging; documented runbook exists with named owner.
- Stakeholders: business owner, security, and SRE have signed the checklist row in the activation record (
Agent_Activation__c).
Key Considerations
- The checklist is an artifact, not a ritual — missing rows block activation.
- Rollback rehearsal is the most-skipped item; it's also the one that matters most in an incident.
- Stakeholder sign-off must be async-recorded (no verbal).
Worked Examples (see references/examples.md)
- Rollback rehearsal — Agent v2 activation.
- Stakeholder sign-off record — Quarterly audit.
Common Gotchas (see references/gotchas.md)
- Staging differs from prod — Rehearsal green, prod rollback fails.
- Alert rules not enabled until after go-live — First incident is observed by a customer.
- Sign-off via Slack, no record — Post-mortem cannot reconstruct the decision chain.
Top LLM Anti-Patterns (full list in references/llm-anti-patterns.md)
- Verbal sign-offs.
- Skipping rollback rehearsal because 'the change is small'.
- Dashboards deployed post-activation.
Official Sources Used
- Agentforce Developer Guide — https://developer.salesforce.com/docs/einstein/genai/guide/agentforce.html
- Einstein Trust Layer — https://help.salesforce.com/s/articleView?id=sf.generative_ai_trust_layer.htm
- Invocable Actions (Apex) — https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_classes_invocable_action.htm
- Agentforce Testing Center — https://help.salesforce.com/s/articleView?id=sf.agentforce_testing_center.htm