Keep track of Elasticsearch indices used for Salesforce data
Get a scheduled inventory of available indices and a concise review of likely Salesforce data sources.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Indices
Lists available Elasticsearch indices.
Why this helps
It is easy to lose track of which Elasticsearch indices contain the documents used to support Salesforce workflows.
- See the available indices on a recurring schedule.
- Reduce manual checks when search sources change.
- Get a concise inventory in the run report.
Setup
Build it in a few focused steps.
- 1Connect Elasticsearch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list indices and summarize those that appear relevant to Salesforce data for human review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one run and review the index inventory.
Questions about this workflow
Does this verify the schema of each index?
No. This workflow lists indices. Use the Get Index Schema action when you need the mapping for a specific index.
Can it confirm which indices contain Salesforce data?
Not by listing indices alone. Notis can identify likely candidates from available index names, but confirming contents requires querying the relevant indices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elasticsearch. A trigger fires from one place; an action lands in another.
Salesforce triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Account Created or Updated
Triggers when an account is created or updated.
Query Index
Searches an Elasticsearch index for documents.
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Ping Cluster
Pings the cluster to check its connectivity and health.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
New Contact Trigger
Triggers when a new contact is created.
New Lead Trigger
Triggers when a new lead is created.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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