Quality Clouds for Salesforce is a complete quality management and governance solution designed to help companies control, monitor, and improve the quality of their Salesforce implementations. It ensures that your investment in the Salesforce platform delivers the highest ROI, while maintaining scalability, maintainability, and long-term stability.
Salesforce cloud support
Quality Clouds supports all Salesforce clouds that use the Metadata API: Marketing, Service, Sales, and Force.com.
Your setup checklist #
Follow these steps to go from zero to your first governance results.
1️⃣ Connect your Salesforce org #
Authorize Quality Clouds to access your org and, if you use one, set up your Git repository.
- Connecting Salesforce
- Creating a Connected App in Salesforce
- Setting Up Salesforce Orgs
- Setting Up Salesforce Git Repositories
- Testing Connectivity
2️⃣ Organize your environments into Projects #
Group your connected orgs into Projects to keep environments, users, and settings like Write-Off Propagation organized as your Salesforce footprint grows.
3️⃣ Add your team and assign roles #
Invite the people who’ll work with Quality Clouds, and give each of them the right level of access.
- Account – Users: add Customer Admins, Normal Users, and set their project roles.
- Developer Role in Quality Clouds: for team members who only need to run Livechecks from Copado, VS Code, Flosum, or other integrations, without portal access.
4️⃣ Run your first scan #
Launch a scan on your newly connected instance to get your first results.
5️⃣ Explore your results #
Once your scan completes, explore the dashboards and insights available for Salesforce:
- Live Check
- Quality Gate
- Issues and Severity
- Technical Debt KPIs
- Code Duplication view
- Governance and Security insights
6️⃣ Keep governance running automatically #
Set up recurring scans and alerts so quality monitoring keeps running without manual work.
