Make account data minimization checks repeatable
Bring account records into a regular privacy review so your team can spot data that needs a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List accounts
Lists accounts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Account data reviews often depend on someone remembering to run a query and apply the same policy each time.
- Make account checks easier to repeat
- Apply criteria consistently through the prompt
- Prepare a focused report for reviewers
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for account data minimization checks.
- 3Tell Notis which account records and fields to query and how to summarize them against criteria you supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the data returned supports the check.
Questions about this workflow
Will the workflow remove account data?
No. It only retrieves account information and summarizes it for review.
Where do the minimization rules come from?
Provide your organization's policy and any needed thresholds in the automation instruction or connected Borneo context.
Can I ask it to focus on a subset of accounts?
Yes. Describe the Salesforce query criteria in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Borneo to Salesforce. A trigger fires from one place; an action lands in another.
Borneo 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.
Borneo and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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