Give account privacy reviews a regular starting point
Collect the Salesforce accounts that match your review criteria and give the team one clear report to work from.
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 review lists assembled by hand are easy to delay, duplicate, or lose between privacy checks.
- Create a repeatable account review routine
- Reduce manual query and list preparation
- Make review criteria visible in the automation prompt
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for account exposure review.
- 3Tell Notis which Salesforce accounts to query and how to summarize them against your supplied Borneo privacy review criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm that the results match the intended account scope.
Questions about this workflow
Does Borneo provide a trigger for this workflow?
Borneo has no trigger events in this package. A Notis schedule starts the workflow, and Borneo can provide connected assessment context.
Can the query use custom account fields?
Salesforce queries can select fields supported by your organization. Mention the criteria in your instruction and verify them during the test run.
Will this make changes to account records?
No. The workflow lists account data for review.
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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