See how open case work is distributed
A regular workload snapshot helps you decide what to pick up and where support attention may be needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query SOQL
Tool to execute a SOQL query. Use when you need to retrieve records from Salesforce via SOQL.
Why this helps
When case ownership is spread across a team, it can be difficult to see where work is accumulating.
- See open case counts by owner in a recurring review.
- Bring email context to cases that may need attention.
- Make support planning less dependent on memory and manual queue checks.
Setup
Build it in a few focused steps.
- 1Connect Dpd2 and Salesforce Service Cloud to Notis once.
- 2Create a recurring automation in the portal or ask Notis to set one up.
- 3Give Notis one instruction to query open cases by owner and summarize useful Dpd2 context for planning.
- 4Choose a schedule and where run reports should arrive.
- 5Review the first summary against the current Salesforce queue.
Questions about this workflow
Does this reassign cases?
No. It queries case records and provides a workload summary.
Can it show only one team?
Describe the relevant owners or case criteria in the prompt, subject to what your Salesforce data allows.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Dpd2 to Salesforce service cloud. A trigger fires from one place; an action lands in another.
Dpd2 triggers
Salesforce service cloud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Agent Sensitive Data Rule Triggered
Notifies Salesforce Live Agent that sensitive data rules were triggered in agent messages. **Purpose**: When an agent's outgoing message contains sensitive data (SSN, credit card, email, etc.), call this action to apply configured masking or handling rules to protect customer privacy. **Prerequisites**: - Active Live Agent chat session with valid chat_id - Sensitive data rules configured in Salesforce Setup - Live Agent feature must be enabled in your Salesforce org **Note**: Salesforce Live Agent Chat is deprecated and retiring February 14, 2026. Migrate to Messaging for In-App and Web for continued support. **Typical Flow**: 1. Agent sends message containing sensitive data 2. System detects sensitive content matches a rule 3. Call this action with the chat_id and triggered rules 4. Salesforce applies masking/filtering per rule configuration
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Chasitor Sneak Peek
Send real-time typing indicator (sneak peek) to Live Agent during active chat session. Allows agents to see what visitors are typing before the message is sent. Requires an active Live Agent chat session with valid session_key and affinity token. The sequence number must increment with each request.
Composite Batch
Tool to execute multiple independent REST subrequests in one batch call. Use when bundling up to 25 independent operations to minimize round trips. Subrequests cannot reference each other.
Composite Request
Execute up to 25 dependent Salesforce REST subrequests in a single API call. Subrequests execute sequentially and can reference results from earlier requests using '@{referenceId.field}' syntax. Use this when operations depend on each other (e.g., create Account then create related Contact). For independent operations, use Composite Batch instead.
Composite SObject Tree
Create one or more nested sObject record trees in a single API call. Supports parent-child relationships up to 5 levels deep, with a maximum of 200 total records across all trees. Use this for bulk insertion of related records (e.g., Account with Contacts, or Orders with Line Items). Relationships must be Master-Detail or Lookup. Only supports INSERT operations, not upserts.
Create Case Record
Tool to create or upsert a Salesforce Case record. Use when you need to add a new Case or update via external ID.
Delete Case Record
Tool to delete a Salesforce Case record. Use when you need to remove a case by its record ID.
Describe SObject
Tool to retrieve metadata of any sObject. Use when you need to inspect field definitions, relationships, and supported features for objects like Account, Contact, Case, etc.
Connect any two apps with Notis in the middle.
Dpd2 and Salesforce service cloud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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