Copado integration

Build in quality in your continuous integration by integrating Quality Clouds features with Copado. All the commits for all your user stories can then be checked for adherence to coding standards and best practices. 

What is Copado?

Copado is a leading DevOps and testing solution specifically designed for low-code SaaS platforms. It plays a crucial role in managing and streamlining the development and deployment processes for Salesforce applications. With Copado, organizations can build, test, and deploy apps with speed and quality, ensuring they work correctly from the very beginning.

Integrating Quality Clouds with Copado

Configure Copado (permissions)

To be able to use the capabilities of the app, all users need to be assign the Quality Clouds user permission set.

In case users are not part of the Quality Clouds App, it also need to be assign a QC integration role.

We would recommend assigning the permission to users who will be uploading code in Copado and do not have access to our App.

Additionally, make sure you have defined all the Git repositories you want to work with from within the stories in the Quality Clouds admin portal. See Setting up Salesforce Git repositories.

Adapt user story layout

Add the custom button and fields to access the Quality Clouds functionality from within your user stories. 

→ To adapt page layout for user stories

1. Once in Salesforce, go to Setup > Object Manager. 
2. Search for and select User story. 
3. Select Page Layouts, and open the layout you want to modify, e.g. Copado__Page_Story__c.
4. From Buttons section, select the Run Quality Clouds scan Flow button, and drag and drop it to the User Story Details > Custom Buttons.
5. From Mobile and Lightning Actions section, select the Run Quality Clouds scan Flow button, and drag and drop it to the User Story Details > Custom Buttons.
6. Edit the lightning page.
7. Optionally, from Fields section, select the QC Issue Count field, and drag and drop it to the Information section. This is useful when you want to set validation rules for your user stories. 

You have now set up the Quality Clouds actions from your Copado user story. 

NEXT STEP: You can now start working with Quality Clouds from within your user stories.