account/get

Retrieve a single Salesforce Account record by its ID.

When to Use

Retrieve account details to populate a contract or proposal document.
Verify that an account exists before creating a contact or opportunity linked to it.
Fetch account billing address for an invoice generation workflow.
Read account owner and industry data to route a support case to the right team.
Load account data into a notification message sent to the assigned account executive.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token. Store in BizFirst Credentials Manager.

Operation Fields

Field	Type	Required	Description
`AccountId`	string	required	18-character Salesforce Account ID.

Sample Configuration

{
  "Resource": "account",
  "Operation": "get",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "AccountId": "{{nodes.ConvertLead.accountId}}"
}

Validation Errors

Error Code	Condition
`CFG_INVALID`	Node settings could not be resolved.
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing or empty.
`CFG_MISSING_TOKEN`	`AccessToken` is missing or empty.
`VAL_MISSING_FIELD`	`AccountId` is missing or empty.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Returns the full Account field set from the Salesforce REST API. Key fields include:

Field	Type	Description
`Id`	string	Salesforce Account ID.
`Name`	string	Account name.
`Type`	string	Account type.
`Industry`	string	Industry classification.
`Website`	string	Company website.
`Phone`	string	Main phone number.
`BillingCity`	string	Billing city.
`BillingCountry`	string	Billing country.
`OwnerId`	string	Salesforce User ID of the account owner.
`CreatedDate`	string	ISO 8601 creation timestamp.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable description of the error.

Sample Output

{
  "Id": "0015g000007HijKAB",
  "Name": "Acme Corporation",
  "Type": "Customer",
  "Industry": "Technology",
  "Website": "https://acme.com",
  "Phone": "+1-555-0200",
  "BillingCity": "San Francisco",
  "BillingState": "CA",
  "BillingCountry": "US",
  "NumberOfEmployees": 1200,
  "AnnualRevenue": 50000000,
  "OwnerId": "0055g000007AbcDEF",
  "CreatedDate": "2026-03-15T09:00:00.000Z"
}

Expression Reference

Expression	Description
`{{nodes.GetAccount.Id}}`	Salesforce Account ID.
`{{nodes.GetAccount.Name}}`	Account name.
`{{nodes.GetAccount.OwnerId}}`	Account owner user ID.
`{{nodes.GetAccount.BillingCity}}`	Billing city for address use.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Not Found handling	If the account ID does not exist, the node routes to the error port. Always handle it.
Read permissions	The authenticated user must have Read access to the Account object.
Sandbox testing	Test against a sandbox before running in production.
Error port wiring	Always wire the error port.

Examples

Populate Contract with Account Data

After a deal is won, retrieve the account details and populate a contract document template.

{
  "AccountId": "{{nodes.CloseOpportunity.accountId}}"
}
// Downstream: document template uses {{nodes.GetAccount.Name}}, {{nodes.GetAccount.BillingStreet}}

Pre-Check Before Creating Contact

Verify the account exists before creating a linked contact.

{
  "AccountId": "{{trigger.accountId}}"
}
// IfCondition: {{nodes.GetAccount.Id}} != null — then proceed to contact/create

Fetch Owner for Notification

Get the account and use its OwnerId to look up the account executive's email for a Slack or email notification.

{
  "AccountId": "{{trigger.accountId}}"
}
// Next: user lookup node uses {{nodes.GetAccount.OwnerId}}