Keep a current view of available Salesforce dashboards
Have Notis periodically list available dashboards so your team can find the reporting views it can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List dashboards
Lists all dashboards available in salesforce with basic metadata including name, id, and urls.
Why this helps
Teams can waste time looking for a dashboard when nobody has a current inventory of available views.
- Gather dashboard names and basic metadata in one report
- Make available reporting views easier to discover
- Repeat the inventory on a schedule
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Describe that the automation should list available dashboards and report their basic details.
- 4Choose a recurring schedule trigger and choose a report destination.
- 5Test with one real run and confirm the inventory is useful.
Questions about this workflow
Does this include dashboard chart results?
No. It lists dashboards with basic metadata. Detailed dashboard metadata uses a separate action.
Will every user see the same dashboards?
Availability can depend on the connected Salesforce user's access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Salesforce. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
0CodeKit and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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