Make contact retention checks easier to repeat
Build a regular review list from Salesforce contacts so your team can apply its privacy retention criteria consistently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List contacts
Lists contacts from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Retention reviews often slip when teams have to rebuild a contact list and remember the criteria each time.
- Keep retention checks on a regular schedule
- Reuse clear criteria in the Notis instruction
- Give reviewers one list to assess
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for contact retention review.
- 3Tell Notis which Salesforce contacts to list and what supplied Borneo privacy retention criteria to use in the review summary.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify the data supports your review criteria.
Questions about this workflow
Does Salesforce know how long a contact should be retained?
Only if the relevant data or criteria are available. Provide your retention rules and any needed baseline in the prompt or connected context.
Does this delete contacts?
No. This workflow only lists contacts for review; it does not delete or modify them.
Can the report determine which records to retain?
It can summarize records against criteria you provide, but a decision depends on your policy and the data available.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.