Setting Up Salesforce Orgs

Before performing these steps, make sure you have the following information:

• login credentials to the Quality Clouds portal – https://portal.qualityclouds.com/
• the authentication token (the consumer key and consumer secret) for each instance you want to set up. For more, see Creating a Connected App in Salesforce. 

If your user has restricted login IP ranges, make sure to white-list the following Quality Clouds portal IPs (Security - IP Whitelisting) as described here: https://help.salesforce.com/articleView?id=users_profiles_epui_login_ip_ranges_edit.htm.

1. Set up your instances #

In order to be able to scan your instances, you need to point Quality Clouds to them.

→ To create an instance in Quality Clouds #

1. Login to the Quality Clouds portal at https://portal.qualityclouds.com/.
2. Go to Instances section.
3. Select the Salesforce tab (if you use several SaaS with Quality Clouds).
4. Click + New instance.
5. Select Salesforce Org, and fill in the following information:
   • Description -Short and meaningful description of the instance. For example: MyCompany UAT
   • 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 access credentials (Key and Secret). The Org Id will be extracted on the first scan and displayed in the views.
   • 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.
   • 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.  
   • 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.
   • Go-live Date – Date on which the instance was first started, serves as a baseline for Org changes.
   • Tags –  Use tags to add specific information for better instance recognition.
6. Click Save.

→ Configure the Quality Gates #

1. When setting or editing an instance, click on the ‘Quality Gates’ tab.
2. Enable the Quality Gates toggle.
3. Add the Activation Date.
4. Configure the Blocking rules table and smart tagging.
5. Click ‘Save‘.

Click here to learn how Quality Gates work.

→ Configure the Peer Review #

1. When setting or editing an instance, click on the ‘Peer Review’ tab.
2. Enable the Peer Review toggle.
3. Select when to get notified when Peer Reviews are pending: None, Daily, Weekly or Monthly.
4. In the Peer Review Workflow section select ‘Write Off assignation’:
   • Manual Assign: Requests are unassigned, requiring the customer to select an approver manually from the Peer Review dashboard | It will hide the Default Assignee drop-down menu. 
   • Auto Assign: All requests are automatically assigned to a predetermined approver | It will show the Default Assignee and there won’t be any other option than to select one person from the list.
   • Developer Assign: The developer selects the approver responsible for validating the request.
5. Select the Default assignee email on the dropdown menu. Enable it if you want the default assignee to be notified when a write-off is assigned.
6. Enable or disable the Source Code toggle.
7. Click ‘Save‘.

You can now continue with the following steps:

1. Test connectivity.
2. Schedule scans or Run scans manually.

Optionally, you can also set up the Quality Clouds for Salesforce AppExchange.