Admin playbooks

Admin playbooks

Usage & discovery (§C3 contract)

When a playbook (or a single ask) needs "where is X used / what references / what depends on X" — for ANY component type — use sfi.find_component_usages (resolve the name first), or the family specialist (find_field_anywhere for a field, layout_assignments for a layout, find_code_usages for code). Route by VERB: describe asks ("what is / list / what values") use describe tools, not usage tools. Cite evidence tiers; an empty usage result is "no static evidence in the vault", NEVER "nothing uses this".

Overview

A playbook is a named, repeatable routine that runs several sfi.* tools in a fixed order and folds the results into one report — the thing an admin does the same way every release/audit/onboarding. The user asks for the routine ("run my pre-deploy checklist"), not a single fact; you run the whole batch, then synthesize.

Two rules hold for every playbook:

1. Confirm freshness first. sfi.health_check once at the start; if status is degraded or unhealthy, or freshness.stale is true, stop and route to /sfi-refresh (or /sfi-init when the vault is missing). A stale vault makes every step below confidently wrong.
2. Live steps are consent-gated. Steps marked (live) need the opt-in, per-org live plane. If it is off, run the offline steps, then offer to enable live once with sfi.live_consent { grant: true } (read-only, persists) and re-run the live steps — never infer live facts from the vault.

Cite canonical component IDs throughout, and stamp each finding's provenance (offline_snapshot / live_org) and confidence (declared / parsed / heuristic). Use any tool's rendered field verbatim when present.

The playbooks

pre-deploy — "run my pre-deploy checklist" / "go-live check" / "is this safe to ship?"

The gate before a release. Run in order, then give a go / no-go with the blockers named:

1. sfi.coverage_report — is the vault complete enough to trust the verdicts? Surface any coverageCaveat first.
2. sfi.org_risk_report with gate: true — the composite deploy gate (emits ready + blockers).
3. sfi.test_coverage_gaps — untested classes that will block deploy.
4. sfi.governor_limit_risks — SOQL/DML-in-loop and unbounded queries.
5. sfi.find_hardcoded_values — hardcoded IDs/URLs that break across orgs.
6. sfi.crud_fls_audit — CRUD/FLS gaps.
7. (live) sfi.live_org_health — failed jobs / paused flows / governors near limit right now.

Report: GO or NO-GO, then the ranked blockers, each with its tool + id.

onboard — "I inherited this org" / "give me the tour" / "get me up to speed"

The new-admin orientation:

1. sfi.org_overview — the headline shape (counts, biggest objects, automation load).
2. sfi.domain_clusters — the functional areas the org breaks into.
3. sfi.generate_architecture_overview — data model / ERD.
4. sfi.integration_map — what external systems it talks to.
5. sfi.permission_risk_report — who holds the keys.
6. sfi.org_history — what's been changing lately.

Report: a plain-English tour, domain by domain, with an ERD and the "who/what to watch" callouts.

security-audit — "run a security audit" / "audit is asking" / "are we exposed?"

The access + exposure sweep:

1. sfi.permission_risk_report — over-permissioned profiles/permsets, god-mode.
2. sfi.crud_fls_audit — object + field-level security gaps.
3. sfi.unassigned_permission_sets + sfi.empty_queues_and_groups — dead access cruft.
4. sfi.generate_sharing_summary — OWD / sharing rules / role hierarchy.
5. sfi.pii_inventory — where sensitive data lives (FERPA/GDPR framing if relevant).
6. sfi.history_tracking_gaps — which of those sensitive fields have no field-history audit trail (and which objects can't even track history until enableHistory is fixed).
7. sfi.generate_compliance_report — the exposure write-up.
8. (live) sfi.live_inactive_users — dormant accounts to reclaim/disable.

Report: an access matrix + the ranked risks + a tightening recommendation.

cleanup — "what's junk in this org?" / "what can I clean up?" / "cleanup sweep"

The dead-vs-alive sweep (read-only — names candidates, never deletes):

1. sfi.unused_fields_deep — fields with no static references (add format: 'cleanup' for the ranked deletion-candidate roster).
2. sfi.unused_components — orphaned metadata.
3. sfi.find_dead_code — unreachable Apex.
4. (live) sfi.live_report_usage — reports not run in 90+ days.
5. (live) sfi.live_email_template_usage — Classic/unused templates to retire.
6. (live) sfi.live_field_population on the top candidates — confirm "defined AND empty in production" before recommending removal.

Report: a quantified dead-vs-alive list, ordered by safety, each with coverage caveats. Never say "safe to delete" without sfi.coverage_report complete.

health — "is my org healthy?" / "is my org on fire?" / "any problems right now?"

The operational pulse (mostly live):

1. (live) sfi.live_org_health — failed/pending async jobs, paused flows, governors ≥80%.
2. (live) sfi.live_org_limits — full limits headroom.
3. sfi.org_risk_report — offline tech-debt/risk to pair with the live signals.

Report: a red/amber/green pulse, with the specific failing signals named.

Component-scoped diagnostics

The sweeps above are org-wide. These are the targeted, high-frequency jobs an admin runs against ONE named component — sfi.resolve the component first, then run the batch. Same rules: one synthesized report, ids + provenance, freshness checked once.

field-visibility — "who can see/edit this field?" / "why can't user X see it?"

The field-access diagnostic:

1. sfi.resolve — pin the field to its canonical CustomField: id.
2. sfi.field_access_audit — FLS read / edit / update grantors (which profiles & permission sets).
3. sfi.why_cant_user_see_record with accessLevel — the record-level cascade for a specific user/profile (FLS is necessary, not sufficient).
4. sfi.field_360 — the full field profile to ground the answer.

Report: who can see vs edit, and the exact stage that grants or blocks each.

field-deletion-impact — "is it safe to delete this field?"

The pre-deletion safety check (read-only — never deletes):

1. sfi.coverage_report — the completeness floor; surface any coverageCaveat BEFORE a verdict (never "safe to delete" under partial coverage).
2. sfi.resolve — pin the field.
3. sfi.safe_to_delete_field — the verdict + the references it found.
4. sfi.get_impact — the full incoming-dependency walk (carries a soundness envelope — a dynamic-apex blind spot means a dependent may be invisible).
5. sfi.field_change_advisor — the risk framing.

Report: SAFE / RISKY with the ranked dependents and the coverage + soundness caveats.

object-automation-map — "what automation runs on this object?"

The save-time behavior map:

1. sfi.resolve — pin the object.
2. sfi.what_happens_on_save (per DML event) — the triggers / flows / workflow rules that fire on save.
3. sfi.order_of_execution — the full ordered save sequence (before-save flows → triggers → after-save → …).
4. sfi.automation_risk_report — the automation-risk overlay for the object.
5. sfi.governor_limit_risks — SOQL/DML-in-loop in the Apex that runs.

Report: the ordered save-time automation, with the risky steps flagged.

permission-risk-review — "review permission risk" / "who holds the keys?"

The access-tightening review (scoped):

1. sfi.permission_risk_report — over-permissioned profiles / permission sets, god-mode (ViewAllData / ModifyAllData).
2. sfi.effective_permissions — the max-wins union for a named profile + its permission sets.
3. sfi.who_can_access_object — the reverse enumeration for a sensitive object ("who can read/edit these records").
4. sfi.unassigned_permission_sets — granted-but-unused access to reclaim.

Report: the ranked permission risks + a least-privilege tightening recommendation.

recent-change-analysis — "what changed recently?" / "what's been touched lately?"

The change-since review:

1. sfi.what_changed_since_refresh — what moved between the last two vault states.
2. sfi.changed_since — components modified since a given date.
3. sfi.org_history — the longer change timeline.
4. sfi.last_modified on the hot components — who last touched each.

Report: a dated change timeline with who / what, newest first.

release-readiness — "are we ready to release?" / "release-readiness review"

The focused go/no-go (lighter than the full pre-deploy sweep):

1. sfi.org_risk_report with gate: true — the composite readiness gate (emits ready + blockers).
2. sfi.promotion_readiness — the promotion-specific check.
3. sfi.what_changed_since_refresh — exactly what's in this release.
4. sfi.tests_for_change — the minimal test set to run for the change.

Report: READY / NOT-READY, the blockers, and the tests to run.

When NOT to fire

• Single-fact questions ("who can edit SSN?", "how many Accounts?") → answering-org-questions / sfi.route_question, not a playbook.
• No vault yet → /sfi-init first.
• The user wants an artifact generated (a destructiveChanges.xml, a permission set) → out of scope; the product is read-only/advisory. Name the boundary and hand them the analysis instead.

Composition rules

• Run steps in order; a step that returns a structured error (e.g. live plane off, object unavailable) is skipped with a note, not a stop — keep going and report what you could and couldn't gather.
• One report at the end, not seven raw tool dumps. Lead with the verdict (GO/NO-GO, R/A/G, the headline), then the ranked detail with ids + provenance.
• If sfi.route_question returns unknown/a gap for part of the ask, say that capability isn't built yet (it's logged) — don't fabricate that step.

Verification

Before sending:

• I ran sfi.health_check first and stopped on degraded/unhealthy/freshness.stale.
• I ran the playbook's steps in order; live steps only after consent (or I offered consent and ran the offline subset).
• I synthesized ONE report (verdict + ranked detail), not raw tool output.
• Every named artifact has a canonical id; every finding has provenance + confidence.
• For cleanup/destructive framing I checked sfi.coverage_report and never said "safe to delete" under partial coverage.
• I named any skipped step (live off, object unavailable, gap) instead of silently dropping it.

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Grounding & routing (shared contract). For a vague or broad ask, call sfi.route_question first — in the default hybrid mode it returns a meaning-ranked toolCandidates shortlist (which YOU pick from) plus a suggested plane and a route hint (and whether to sfi.resolve a name first). Every org fact must come from an sfi.* tool call, cited by its canonical id — never from memory. Build the answer only from what the tools returned, then pass it through sfi.synthesize_answer, which flags any hallucinatedIds (canonical ids no tool produced). Full cascade: using-sf-intelligence.