Quality Clouds for Salesforce AppExchange

The Quality Clouds for Salesforce application allows direct integration between your Salesforce Orgs and the Quality Clouds API server. This allows you to retrieve the Org configurations you have defined in Quality Clouds, and to launch scans against them.

Installing Quality Clouds for Salesforce

→ To install the app

Go to Salesforce AppExchange https://appexchange.salesforce.com/.
Search for QC for Salesforce. Or go directly to the QC for Salesforce page: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMfUFUA1
Click ‘Get It Now’.

Connecting Quality Clouds to Salesforce app 2.0

Before you can use the application, you need to establish trust between your Salesforce instance and the Quality Clouds API server. This is done by obtaining an API key from the Quality Clouds platform.

Note that before version 2.0 of the Salesforce application, a shared OAuth token was used to authenticate the application against the Quality Clouds API Layer. Now, the authentication and authorisation for API requests are implemented via the use of API Keys, which are assigned to individual users.

→ To connect the app

Log into the Salesforce org.
Click the App Launcher icon.
Type in ‘Quality Clouds‘ in the search box.
Select Quality Clouds App.
A new window will appear with the name ‘Quality Clouds’.
Click on ‘Setup‘.
Add the API key into the box. → Click here to learn how to generate an API key from Quality Clouds platform.
Click ‘Connect to Quality Clouds‘.
If the connection has been successful, you will see these messages:
1. Successful: Instances are imported/updated.
2. Connection successful: Connection with Quality Clouds established.
You can view all the repositories (defined in Quality Clouds portal) connected to the Salesforce app.

You can now import the list of your instances, launch scans, and review scan details.

→ To enable/disable the Quality Gates toggle

This action only can be done with Admin permissions from the Quality Clouds Admin portal.

Log into the Quality Clouds Portal.
Go to Admin portal.
Click on the Account section.
Go to ‘Instances‘ and select the instance you want to enable/disable the Quality Gates.
Click the edit icon .
Go to Quality Gates.
Enable or disable the toggle and configure the baseline, blocking rules, and smart tagging.
Click ‘Save‘.

This is an add-on to Quality Clouds. See our solutions and pricing for more information: https://www.qualityclouds.com/contact/.

Managing Users

In Salesforce App you can manage your users by adding a new user, modify them, editing their permissions to the app and to revoke their API key.

This action can only be done by users that have QC Admin permissions Set in Salesforce app.

QC Profiles

You are able to give a specific Quality Clouds role for users: QC Integration, QC Admin or QC Regular.

QC Admin	QC Regular	QC Integration
Have access to the Salesforce App, can launch a scan, request a write-off and view the issues. Manage user settings.	Have access to the App, can launch a scan, request a write-off and view the issues. Can’t manage user settings.	Don’t have access to the app. Only for automatic processes in the Salesforce App. It’s for users who will not use the apps but use the potential services where the App integrates: Copado or DevOps Center. If they do not have any of these integrations, this permission is not necessary

→ How to manage the users

Log into the Salesforce org.
Click the App Launcher icon.
Type in ‘Quality Clouds’ in the search box.
Select Quality Clouds App.
Go to the ‘Quality Clouds’ tab setting.
Click on the icons to:
1. Create a new user
2. Modify the user and user permissions
3. Revoke/Eliminate a QC user
4. Renew a user API key

Learn how to work with Salesforce App 2.0

Click here to learn how to work with instances.
Click here to learn how to work with scans.
Click here to learn how to work with issues.