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This implements the "Automate The Company" initiative with comprehensive
Standard Operating Procedures for GitHub + Salesforce + Asana integration.
New directory: sop/
├── workflows/ - End-to-end process documentation
│ ├── new-client-kickoff.md - Flagship workflow from deal → repos → Asana
│ └── release-pipeline.md - Deploy → update Salesforce + Asana
├── playbooks/ - Human-friendly checklists
│ └── brenda-new-client-checklist.md - Non-technical operator guide
├── salesforce/ - Salesforce automation specifications
│ ├── flows/opp-automation-onstagechange.md - Trigger on Closed Won
│ └── orchestrations/new-client-kickoff-orchestration.md - Multi-stage process
├── integrations/ - API integration specifications
│ ├── salesforce-to-github.md - Create repos from Salesforce
│ ├── github-to-salesforce.md - Update Salesforce after deploy
│ └── salesforce-to-asana.md - Create Asana projects from Salesforce
└── templates/ - Reusable templates
├── github-actions/ - CI/CD workflows (ci.yml, deploy.yml, safety.yml)
└── repo-template/ - Standard repo config (PR template, labels, branch protection)
Key Features:
- Event-driven automation (Closed Won → repos + Asana creation)
- GitHub Actions templates for CI/CD baseline
- Salesforce Flow & Orchestration specs
- Complete API integration documentation
- Operator-friendly playbooks
- Two-view approach (operator + engineer)
- No manual status syncing across systems
This provides the complete backbone for next-gen ERP automation.
51 lines
1.1 KiB
Markdown
51 lines
1.1 KiB
Markdown
## What
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## Why
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## How
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## Testing
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- [ ] Unit tests added/updated
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- [ ] Integration tests pass
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- [ ] Manual testing completed
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- [ ] Edge cases considered
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## Checklist
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- [ ] Code follows project style guidelines
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- [ ] Self-reviewed the code
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- [ ] Commented complex/non-obvious code
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- [ ] Documentation updated (if applicable)
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- [ ] No new warnings introduced
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- [ ] Backward compatibility maintained (or breaking changes documented)
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## Screenshots/Logs
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## Related
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- **Asana Task:** [link]
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- **Salesforce Project:** [link]
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- **Related Issues:** Closes #
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## Deployment Notes
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---
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**Reviewer Checklist:**
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- [ ] Code is clean and maintainable
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- [ ] Tests are adequate
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- [ ] No security vulnerabilities introduced
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- [ ] Performance implications considered
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- [ ] Documentation is clear
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