Install Platform Governance for Salesforce

Platform Governance for Salesforce is installed with package installation file sent to you by our customer success team. To install:

1. Click on the install URL, if installing in the sandbox, replace the initial portion of the URL with http://test.salesforce.com
2. Select Install for Admins Only
3. Click Install

The installation runs in the background. An email notification is sent to you when the installation is complete.

Configure Platform Governance for Salesforce

The following items are needed:

• Create a Connected App to generate and extract the Salesforce Consumer Key and the Salesforce Consumer Secret Key
• Your Salesforce username, password and authentication token

1. Open Salesforce Setup > Apps > App Manager
2. Click New Connected App
3. Select Create a Connected App and click Continue
4. Under Basic Information enter the required fields:

• Connected App Name: Netwrix Platform Governance
• API Name: Netwrix_Platform_Governance
• Contact E-mail

5. Click API (Enable OAuth Settings) to expand the section.

6. Set Call Back URL to https://localhost.com

7. Set Selected OAuth Scopes to Full access (full)

   

   The Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows should not be checked.

8. Click Save. Netwrix Platform Governanceis now listed under Custom Apps.

9. Click on Netwrix Platform Governance.

   

10. Click Manage Consumer Details. You must verify your identity before you can proceed.

11. Copy the Consumer Key and the Consumer Secret Key.

12. Open the Salesforce App Launcher.

13. Locate and select Netwrix Lightning.

14. Click I Accept for the EULA.

Next Step: Using the Getting Started Wizard