Set up your QC Environment for Salesforce

1.- Set up your instance(s)

Once you have received valid credentials for the Scan Tool Website, in order to launch your first scan you must first create a valid instance. To do so, enter the https://scan.qualityclouds.com website and click the settings menu on the left navigation bar.


Here you can set up the instance(s) you want to scan. You should have one Salesforce instance available already, which will have been set up during the on-boarding process. All you need to do is to fill in the authentication details so that Quality Clouds can connect to and scan your Org, as below:


Org URL

URL of the Salesforce instance. This is descriptive only, and normally it will be pre-filled during the onboarding process. The Org which will be scanned is determined by the combination of username and login URL. The Org Id will be extracted on the first scan and displayed in the dashboards. 

Description

Short and meaningful description of the instance. For example: MyCompany UAT

Connected App Consumer Key

This is the Consumer Key for the Connected App which will be used to obtain an OAuth token for authentication against the Org. 

The process to create a Connected App is described on this page: Create a Connected App for access via the REST API

Connected App Consumer Secret

This is the Consumer Secret for the Connected App which will be used to obtain an OAuth token for authentication against the Org.  

The process to create a Connected App is described on this page: Create a Connected App for access via the REST API

Login URL

Salesforce login URL. The production or sandbox URLs can be selected. If you use a custom domain, select the "Custom Domain" option, and fill in the URL for your custom login domain

Environment

Environment type of the instance. This is used to add descriptive context to your instance.

2.- Obtain the OAuth Token

Once the instance has been configured, it will appear on your list of available Salesforce instances, as in the below image. Before the instance can be scanned, however, Quality Clouds needs to obtain an OAuth token via the Connected App. In order to do this, click on the right arrow icon (next to the plug icon in the image below). Once you do, you will be redirected to the Salesforce login page, where you can enter the credentials of the user which will be used to access the Org. These user id and password are not available for Quality Clouds, and they are never persisted in the Quality Clouds environment.


3.- Test the connection

Once all the above steps are completed, you can verify that the configuration is correctly completed by clicking the plug icon next to your instance definition. This will run a connectivity test against the Org and confirm that the scan is ready to run. If the test returns an error, please contact help@qualityclouds.com to troubleshoot.

What's here


4.- Launch the scan

Scans are launched either manually or scheduled to be launched automatically, depending on your licensing plan. If your account allows manual scans, you can launch them using the launch scan icon on the top of the left sidebar  and the Scan Launch form will popup. Click on the launch icon next to the instance you want to scan, and that's it!