What is Rule Builder? #

Rule Builder is a powerful capability in Quality Clouds that allows you to create and customize your own quality rules without writing code. It enables organizations to embed their internal governance standards and best practices directly into Quality Clouds scans, ensuring continuous compliance and proactive quaity control.

With Rule Builder, custom rules can be created, tested, refined, and published directly within the platform, giving teams full control over how quality is defined and enforced across their environments.

In addition, the rule builder functionality can be also accessed from the Quality Center for both ServiceNow and Salesforce

Rule Builder for Salesforce

Rule Builder for ServiceNow

Why This Matters #

• No-code rule creation Define and enforce governance rules without technical complexity.
• Built-in validation Test rules live against real instances before publishing.
• Flexible governance Easily refine and adapt rules as policies evolve.
• Consistent quality enforcement Ensure organizational standards are automatically applied to every scan.
• Reduced risk Catch violations early and prevent non-compliant changes from going unnoticed.

  #

How It Works #

Rule Builder guides you through the complete lifecycle of a custom rule, from definition to validation and activation.

1. Access Rule Builder
   From the Quality Clouds portal, open the Ruleset section > click “Add”
2. Define the Rule
   Start by selecting the element types and description of the custom rule you want to generate
3. Review Rule Metadata
   Based on your description, Rule Builder automatically generates the rule metadata, including:
   1. Rule Name
   2. Severity
   3. Impact Area
   4. Rule Impact
   5. Actions
   6. Remediation Time
      
      
4. You can review and approve this information before proceeding.
5. Automatic Rule Condition Generation
   Once approved, Rule Builder generates the underlying rule condition automatically.
6. Test the Rule
   To validate the rule, you are prompted to provide:
   1. Instance ID
   2. Configuration Element Name
      
   3. A live test run is executed against the instance, and the results are displayed immediately.
7. Iterate or Modify
   After testing, you can choose to:
   1. Continue testing
   2. Modify the rule
   3. Publish the rule
      
      
8. Publish the Rule
   Once testing confirms the rule behaves as expected, you can publish it to your Quality Clouds account.
9. Activate the Rule
   Published custom rules are added in a deactivated state by default.
   To activate them:
   1. Go to the Ruleset section in the Quality Clouds admin portal
   2. Search under Best Practices
   3. Enable the new custom rule
10. Once enabled, the rule will start identifying issues in upcoming scans.

  #

Use Cases #

• Protecting critical configuration elements from unauthorized modifications
• Applying different governance rules per application or environment
• Extending standard Quality Clouds rules with organization-specific best practices
• Supporting internal compliance, audit, and security policies

  #

Summary #

Rule Builder gives you full ownership of your quality standards in Quality Clouds. By enabling no-code rule creation, live testing, and controlled activation, it allows organizations to move from reactive issue detection to proactive, continuous governance.

With every custom rule you create, your scans become smarter, your compliance stronger, and your quality governance more closely aligned with your organization’s own best practices.

Start building smarter governance today with Rule Builder in Quality Clouds.