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Launch Platform Governance for Salesforce

To access Platform Governance for Salesforce in Salesforce Lightning Experience:

  1. Select the App Launcher (grid icon) in the upper-left corner of the Salesforce header.

    Salesforce App launcher

  2. Search for and select Netwrix Lightning.
    If you do not see the app, select View All to display all available apps.

    Select Netwrix Lightning

The Netwrix Lightning app opens.

Netwrix Dashboard​

When you open the Netwrix Lightning app, the default navigation items load in the navigation bar.

To add additional items to the navigation bar, select + (Add More Items).

The following navigation items are available:

  • Netwrix Dashboard – Opens the main Platform Governance dashboard.
  • Customizations – Opens the Customizations home page.
  • Change Requests – Opens the Change Requests list view.
  • Change / Approval Policies – Opens the Policies list view.
  • Change Logs – Opens the Change Logs list view.
  • Reports – Opens the Reports list view.
  • Export Attachments – Opens the Export Attachments list view.

Netwrix Dashboard Overview​

The Netwrix Dashboard provides access to scanning status, tools, reports, and key account information.

sf_home_screen

Top Navigation Menu​

Use the dropdown menus at the top of the dashboard to access the main features:

  • Settings – Access Getting Started, system status, installation tools, credentials, and the Knowledge Center.
  • Scanner – Access the Scheduler, manual scanners, the field-level scanner, and the DLU Configuration scanner.
  • Tools – Access tools such as the dependency relationship diagram, environment comparison, profile comparison, and the access review assistant.
  • Reports – Access reports related to customizations, change enablement, cleanup, release and deployment, audit, and financial controls.

Scanner Status​

The Scanner Status panel provides an overview of scanning activity in your Salesforce environment. It shows:

  • The current status of each scanner
  • The number of days since the system scanner was last run

To run the system scanner immediately, select Rescan Now.

Important:
The Rescan Now option runs the main system scanner only. It does not include the following scanners:

  • Permissions Assignment
  • System Permissions Scanner
  • Fast Scan Profile / PermissionSets
  • Non-Triggerable Data Scanner

To run any of these scanners, select Start next to the corresponding scanner in the list.

You can also access and manage these scanners from Scanner > Scheduler.

DRD Generator​

The DRD Generator displays a graphical view of a selected item and its relationships.

To generate a diagram:

  1. Enter the Name or API Name.
  2. Select Find.

Key Tools​

The Key Tools section provides quick access to frequently used tools, such as:

  • DRD
  • Fields
  • Export Objects
  • Permissions Comparison

Netwrix Key Information​

The Netwrix Key Information panel displays a dynamic overview of your account, including general information, change management metrics, and access details.

Contact Support​

To open the Netwrix support site, select Contact Support.

Download Files​

The Download Files section displays files generated by Platform Governance for Salesforce and their current status.

To download a file:

  1. Locate the file in the list.
  2. Select the file name.

Download Files