Setup & Authentication

Ensure quality is built into every step of your continuous integration pipeline by integrating Quality Clouds’ capabilities directly into Copado. With this integration, every commit associated with your user stories can be automatically checked for adherence to coding standards and best practices — helping you catch issues early and deliver higher quality Salesforce apps.

A new Release Tracker experience is now available, providing a centralized view of quality and scan coverage across Copado releases. This integration helps Release Managers move away from manual, ad-hoc scanning and manage quality more effectively from a single place.

The Release Tracker is available as a new tab within the Quality Clouds App’s Instance Details view and allows users to:

  • View all Copado User Stories linked to a specific release in one consolidated list.
  • Monitor key quality indicators, including Quality Gate status, issue counts, and items that have not yet been scanned.
  • Trigger scans in bulk for multiple user stories at once, reducing manual effort.
  • Quickly identify quality blockers that may prevent items from being ready for deployment.

This improvement enables earlier visibility into quality risks, ensures better scan coverage across releases, and simplifies release-level quality management.

 

What is Copado? #

Copado is a leading DevOps and testing solution designed specifically for low-code SaaS platforms like Salesforce. It helps teams streamline and automate their development, testing, and deployment processes — delivering features faster, more reliably, and with higher quality.

Integrating Quality Clouds with Copado

#

Prerequisites

To get started, make sure that both of the following are installed in your Salesforce org:

 

User Configuration & Permissions

To use Quality Clouds capabilities within Copado, users must be properly set up in the Quality Clouds Admin Portal:

👥 Developer Users

All developers must be added with the “Developer” role, which authenticates them for Copado use. Note: this role does not grant access to the Quality Clouds Portal.

👩‍💼 Admin Users

Administrators retain the Customer Admin role and full access to Quality Clouds.

 

Steps to Create Developer Users

    1. Go to Admin Portal > Account > Users
    2. Add or edit a user (you can also add users in bulk)
    3. Fill in user details and assign the Developer role
    4. Click Save

Each developer will receive an email invitation to set their password. Once credentials are set, access to Copado integration is enabled.

Connecting Copado to Quality Clouds #

All the users must have this permission sets to use the application:

  • QCAdmin
  • QCCopadoUser

Note: The QCAdmin permission set give this uses the ability to erase scans, issues and enable the Bypass Quality Clouds option that enables the user to promote stories eve if they have blocking issues.

  • Flow User checkbox

Step 1: Create an Auth Provider

  • Go to Setup.
  • Search for and open “Auth Provider“.

 

Step 2: In the Auth Provider section, click “New” to create a new Auth Provider:

  • Provider Type: QualityCloudsAuthProvider
  • Name: QualityClouds
  • URL Suffix: QualityClouds
  • Execute As: Select a User with QC Admin Permission Set and Manage Users Permission 
  • Click Save the Auth Provider.

 

 

 

Developers Connecting to Quality Clouds #

How developers link their enviroment to Quality Clouds

    1. From the Aplp launcher, type and select “Quality Clouds”
    2. Click Connect to Quality Clouds
    3. Log in with your Quality Clouds credentials
    4. Confirm your selection

Once completed, your environment is now linked to Quality Clouds and the related Salesforce instances will become visible.

 

Configure User Story Layout in Salesforce #

Enable direct access to Quality Clouds features from your Copado user stories:

  • Add Custom Buttons and Fields

Lightning Page Enhancements:
  1. Open the Lightning page editor for the User Story.
  2. In the Highlight Panel, add a custom button to launch branch scans.

    1. Create a new tab labeled Quality Clouds.
    2. Add the following custom components:

      • scansRelatedList
      • issuesRelatedList

  1.  

These components display scan and issue data.



Next Step: Start Using Quality Clouds in User Stories #

Your integration is now complete! You can begin running Quality Clouds scans directly from your Copado user stories, ensuring every deployment meets coding standards and compliance from the start.

Quality Clouds from within your user stories. 

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