Make lead data minimization reviews easier to run
Gather lead data on a schedule, then use your organization's criteria to identify records that may need review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
Teams can struggle to spot unnecessary lead data when fields are checked inconsistently and without a shared review routine.
- Set a repeatable lead data review routine
- Give reviewers a consistent query and report
- Focus attention using criteria your team provides
Setup
Build it in a few focused steps.
- 1Connect Borneo and Salesforce once in the Notis portal.
- 2Create an automation named for lead data minimization review.
- 3Tell Notis which lead fields and records to query and how to assess them against the minimization criteria you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real lead data and confirm the returned fields are sufficient for review.
Questions about this workflow
Can Notis know what data is unnecessary?
It can compare available data to your supplied minimization criteria. Your organization must define what is necessary and provide any missing baseline.
Does the workflow remove lead fields?
No. It retrieves leads for audit and does not alter Salesforce records.
Can I limit which leads are reviewed?
Yes. Describe the criteria for the Salesforce query in the automation instruction.
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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