--- title: Quick Checklist description: The purpose of this document is to guide users, especially newcomers, through their first steps with Quality Clouds, from welcoming them to the platform to configuring it for optimal functionality, ensuring a seamless and efficient setup process. Note that some… url: "https://community-staging.qualityclouds.com/qcdocs/qc/get-started/quick-checklist/" updated: "2025-03-21" category: Get Started --- # Quick Checklist The purpose of this document is to guide users, especially newcomers, through their first steps with Quality Clouds, from welcoming them to the platform to configuring it for optimal functionality, ensuring a seamless and efficient setup process. Note that some of these tasks may already have been managed by the Quality Clouds team. We have included them in this document to illustrate the complete process of accessing the platform. #### Prerequisites**: ** - Receive an email to activate your Quality Clouds account.  ## Step 1: Log in to the Quality Clouds platform First, click on the link provided in the activation email sent by Quality Clouds. Enter your username and password, and then click "Log In." ## Step 2: Agree on license terms Before accessing the platform, you need to accept the license terms already agreed upon with the Quality Clouds sales and support team. This includes the details on the duration of the license, the number of users, and the number of scans available. For partners, this also includes the number of credits available. ## Step 3: Quality Clouds portal ![](https://qualityclouds.com/documentation/wp-content/uploads/2023/12/portal-main-1024x586.png) ## Step 4:  Go to the Admin Portal Click on the Admin (add icon) to access the Admin Portal and manage your Quality Clouds account. ![](https://qualityclouds.com/documentation/wp-content/uploads/2023/12/admin-portal-1024x576.png) ## Step 5: Create users This is a Quality Clouds admin action, available only for admin users. In the "**Users**" section, you can create users to be part of your account. Depending on your needs, you can define users with administrator rights (Customer Admin) or users with access to specific information and actions (Normal User and Project User).  Check out how to [manage the users](https://qualityclouds.com/documentation/qc/admin-portal-overview/account-users/) in your account.  Depending on your needs, you can define one or more admin users - who will have administrator rights (see more on the [Admin portal](https://qualityclouds.com/documentation/qc/admin-portal-overview/admin-portal/)), as well as portal users - the ones that will be consuming the data and using the portal, as well as the notifications they will receive.  ## Step 6: Connect your instances and orgs Here you define which instances and orgs you want to connect to Quality Clouds. Follow these instructions to set up your: - [ServiceNow instances](https://qualityclouds.com/documentation/docs/qc/connecting-servicenow-qualityclouds/defining-servicenow-instances/) ** ** - [Salesforce orgs](https://qualityclouds.com/documentation/docs/qc/connecting-salesforce-qualityclouds/setting-up-salesforce-orgs/) or [Git respositories](https://qualityclouds.com/documentation/docs/qc/connecting-salesforce-qualityclouds/setting-up-salesforce-git-repositories/) - [Office 365** **instances](https://qualityclouds.com/documentation/docs/qc/connecting-o365-qualityclouds/setting-up-quality-clouds-environment-for-office-365/) or [Git repositories](https://qualityclouds.com/documentation/docs/qc/connecting-o365-qualityclouds/defining-office-365-git-repository/) Confirm that the setup is done correctly by reviewing the connectivity check after setting up your instances and orgs.  ## Step 7: Set up applications and integrations Depending on your need and your license, you can set up the following apps and integrations: #### For ServiceNow - **[Quality Clouds ServiceNow Store application](https://qualityclouds.com/documentation/docs/qc/quality-clouds-servicenow-store-application/quality-clouds-servicenow-app/)** - **[Field Analysis for ServiceNow](https://qualityclouds.com/documentation/docs/qc/field-analysis-for-servicenow/field-analysis-for-servicenow-platform/)** - **[ServiceNow Agile Development integration ](https://qualityclouds.com/documentation/docs/qc/working-issues-qualityclouds-servicenow-app/opening-defects-from-issues-working-with-agile-development-plugin/)** - **[Live Check Quality for ServiceNow – Visual Studio Code extension](https://qualityclouds.com/documentation/docs/qc/live-check-quality-for-servicenow-visual-studio-code-extension/live-check-quality-for-servicenow-visual-studio-code/)** #### For Salesforce - **[Quality Clouds for Salesforce App 2.0](https://qualityclouds.com/documentation/docs/qc/quality-clouds-for-salesforce-appexchange/quality-clouds-for-salesforce-2-0/)** - **[ Live Check Quality for Salesforce – Code Builder extension ](https://qualityclouds.com/documentation/docs/qc/codebuilder-salesforce/code-builder-extension/)** - **[Copado integration](https://qualityclouds.com/documentation/qc/copado-integration/copado-integration-for-salesforce/)** - **[DevOps Center Integration](https://qualityclouds.com/documentation/docs/qc/devops-center-integration/devops-center/)** - **[ Live Check Quality for Salesforce – Visual Studio Code extension ](https://qualityclouds.com/documentation/docs/qc/live-check-quality-for-salesforce-visual-studio-code-extension/live-check-quality-for-salesforce-visual-studio-code/)** ## Step 8: Review the baseline ruleset If you've just set up your Quality Clouds environment, we recommend that you review the [baseline ruleset](https://qualityclouds.com/documentation/qc/rules-and-rulesets/rules-and-rulesets-qualityclouds/) which will be applied to your first scan. You can quickly review all the rules used by Quality Clouds, or check out the rules by specific SaaS configuration element of by impact area.  Follow our docs instructions: [Reviewing rulesets](https://qualityclouds.com/documentation/qc/rules-and-rulesets/managing-rulesets/). ## Step 9: Run first scan and review results You can now launch your first scans. Follow the instructions at [Launching scans](https://qualityclouds.com/documentation/docs/qc/admin-portal-overview/launch-scan/). Once the scan is successfully completed, you can check the results in the different views in Quality Clouds - Views in ServiceNow - Views in Salesforce - Views in Salesforce365  Our support also monitors the first scan you run, which specifically for big instances may require more memory. ## Step 10: Refine rulesets You can customize your ruleset based on the actual scan results. See more at [C](https://qualityclouds.com/documentation/rules-and-rulesets/managing-rulesets/)[ustomizing rulesets](https://qualityclouds.com/documentation/qc/rules-and-rulesets/managing-rulesets/). ## Step 11: Schedule regular scans Once your first scan is done, you can set up your recurring scans.  See the instructions at [Scheduling scans](https://qualityclouds.com/documentation/docs/qc/admin-portal-overview/schedules/).