To scan Salesforce environments with Quality Clouds, you must first configure your instances in the Quality Clouds portal.

This process establishes the secure connection between Salesforce orgs and Quality Clouds using the Connected App credentials (Consumer Key and Consumer Secret). Once configured, Quality Clouds can authenticate and perform scans on the selected environments.

What It’s Used For #

Instance configuration allows Quality Clouds to connect to Salesforce orgs and analyze metadata for quality and best-practice compliance.

Administrators can define:

• The Salesforce environments to scan (Production, Sandbox, etc.)
• Security authentication through Connected App credentials
• Governance features such as Quality Gates and Peer Review
  
  

After setup, the Instances section in the Quality Clouds portal displays:

• Configured Salesforce environments
• Environment details and metadata
• Scan configurations and governance settings

This enables centralized management of all connected Salesforce orgs.

Prerequisites #

Before configuring instances, ensure you have:

• Quality Clouds portal credentials: https://portal.qualityclouds.com/
• Connected App credentials: Consumer Key and JWT certificate
• Required IP allow-listing, if login IP ranges are restricted

Quality Clouds portal IPs must be added to Salesforce Login IP Ranges if IP restrictions are enabled.

Set Up a Salesforce Instance

1. Log in to the Quality Clouds portal.
2. Navigate to the Instances section.
3. Select the Salesforce tab.
4. Click + New Instance.
5. Select Salesforce Org and JWT Bearer Flow
6. Fill in the required details
7. Click Save to complete the instance setup.
   

 

 

Field	Description
Description	Short identifier for the instance (e.g., MyCompany UAT)
Org URL	Salesforce instance URL (informational; credentials determine the org scanned)
Consumer Key	Connected App Consumer Key
Certificate	Add all the content of the JWTprivate_pkcs8.key generated earlier
Login URL	Salesforce login endpoint (Production, Sandbox, or Custom Domain)
Salesforce User	Salesforce username used for JWT impersonation
Go-live Date	Date the instance became active
Tags	Optional labels for easier identification

 

Configure Quality Gates

Quality Gates help enforce quality standards and governance policies.

Steps:

1. Open the configured instance.
2. Navigate to the Quality Gates tab.
3. Enable the Quality Gates toggle.
4. Set the Activation Date.
5. Configure blocking rules and smart tagging.
6. Click Save.
   
   

Configure Peer Review

Peer Review enables governance for write-offs and quality exceptions.

Steps:

1. Open the instance and select the Peer Review tab.
2. Enable the Peer Review toggle.
3. Choose the notification frequency for pending reviews:
   • None
   • Daily
   • Weekly
   • Monthly
4. Select the Write-off assignment method:

• Manual Assign – reviewers are selected manually
• Auto Assign – requests are automatically assigned to a default approver
• Developer Assign – developers choose the approver

1. Select the Default Assignee (for auto-assignment).
2. Optionally enable Source Code review.
3. Click Save.