Configuration & Authentication

Overview #

This article guides you through the steps required to configure and use the Flosum Integration package with Quality Clouds. This integration enables feature branch scan execution and issue visualization from within the Flosum environment in Salesforce.

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Prerequisites #

Before proceeding with the configuration setup, ensure the following prerequisites are met:

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Before You Start #


1. Assign the Quality Clouds Permission Set #

To allow users to interact with the Quality Clouds App:

  • Go to Setup > Permission Sets

  • Assign the Quality Clouds permission set to all users who will use the integration.

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Step 1: Create a New Public Site #

Weโ€™ll configure a Salesforce Site to enable the OAuth flow between Salesforce and Quality Clouds.

๐Ÿ”ง Instructions:

  1. Go to Setup and search for Sites.

  2. If not already enabled, click Register My Salesforce Site Domain.
    Choose a simple domain name (e.g., mycompany).

    ๐Ÿ”— Example result:
    https://mycompany.force.com

  3. In the Sites section, click New:

    • Site Label: QCLogin

    • Site Name: QCLogin

    • Default Web Address: qccallback

    • Active: โœ… Checked

    • Active Site Home Page: InMaintenance

    • Clickjack Protection Level: Allow framing by the same origin only (Recommended)

  4. Click Save.

โœ… Your final site URL will look like:
https://mycompany.force.com/qccallback



Step 2: Secure Guest User Profile Access #

The integration relies on exposing specific REST resources. You must enable access for the guest profile of your Site.

๐Ÿ”ง Instructions:

  1. Go to Setup > Sites and locate your newly created site.

  2. Click the Site Label (QCLogin).

  3. Click Public Access Settings.

  4. You are now editing the Guest User Profile.


๐Ÿ”ธ Grant Access to Apex Classes:

  • Scroll to Apex Class Access > click Edit

  • Add the following classes:

    • QClouds4Flosum.ExternalOAuthCallback

    • QClouds4Flosum.VFOAuthRedirectController

Click Save to apply changes.

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๐Ÿ”ธ Allow Read access to the Object and its fields

  • Navigate to the Public Access Settings
  • Click on Object Settings and search for QCStates

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  • Access the QCStates > Edit and enable Read permissions at the Object and Field level
  • Then Save

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Customizations #

You can enhance your Flosum experience by embedding Quality Clouds functionality directly into the Branch Lightning page.

๐Ÿ”ง Lightning Page Enhancements:

  1. Open the Lightning page editor for the Flosum Branch object.

  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

These components display scan and issue data related to the Flosum branch.

๐Ÿงฉ Global Apex Class for Automation

We provide a global Apex class that you can use in automations or custom logic to launch scans.

Usage:

  • Input: Flosum__Branch__c record Id

  • Output: A wrapper object:

    • isSuccess (Boolean)

    • message (String) โ€“ Includes error messages if applicable


Using the Integration #


๐Ÿ”‘ Authentication

On first use, each user must authenticate with their Quality Clouds credentials.

  1. You will be redirected to log in with Quality Clouds.

  2. Upon authentication, your connected instances will appear.

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๐Ÿš€ Launching Feature Branch Scans

You can now:

  • Launch scans directly from the Instance View Details screen.

  • Review results via the Scan Details page.

  • Or run scans from the Branch Lightning Page for quick access to scan status and related issues.



Summary #

Once fully set up, this integration allows Quality Clouds to analyze Flosum branches and provide scan feedback seamlessly within your Salesforce environment.

Need help? Contact your Quality Clouds Customer Success representative for additional guidance.

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