account/getAll

Query and retrieve multiple Account records from Salesforce with an optional filter and limit.

When to Use

Retrieve all customer accounts for a monthly health-check report.
Query accounts by industry for a targeted marketing campaign.
List all accounts owned by a specific rep before territory reassignment.
Sync Salesforce accounts to an external data warehouse on a scheduled basis.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token.

Operation Fields

Field	Type	Required	Description
`Query`	string	optional	SOQL-style WHERE clause, e.g. `Type = 'Customer' AND Industry = 'Technology'`.
`Limit`	int	optional	Maximum number of records to return.

Sample Configuration

{
  "Resource": "account",
  "Operation": "getAll",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "Query": "Type = 'Customer' AND Industry = 'Technology'",
  "Limit": 200
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`records`	array	Array of Account objects with full field sets.
`totalSize`	int	Number of records returned.
`resource`	string	Always `account`.
`operation`	string	Always `getAll`.

Error Port

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

Sample Output

{
  "records": [
    {
      "Id": "0015g000007HijKAB",
      "Name": "Acme Corporation",
      "Type": "Customer",
      "Industry": "Technology",
      "AnnualRevenue": 50000000
    },
    {
      "Id": "0015g000007JklLMN",
      "Name": "Beta Systems",
      "Type": "Customer",
      "Industry": "Technology",
      "AnnualRevenue": 12000000
    }
  ],
  "totalSize": 2,
  "resource": "account",
  "operation": "getAll"
}

Expression Reference

Expression	Description
`{{nodes.GetAllAccounts.records}}`	Full array of Account records.
`{{nodes.GetAllAccounts.records[0].Id}}`	First account's Salesforce ID.
`{{nodes.GetAllAccounts.totalSize}}`	Count of records returned.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Query filter safety	Never interpolate unsanitized user input into `Query`.
Limit enforcement	Always set a `Limit` to prevent large unintended result sets.
Large datasets	For full account exports, use `soql/executeWithPagination`.
Error port wiring	Always wire the error port.

Examples

Monthly Customer Account Report

{ "Query": "Type = 'Customer'", "Limit": 500 }
// Pass records to a reporting or email node

Technology Industry Campaign

{ "Query": "Industry = 'Technology' AND CreatedDate = THIS_YEAR", "Limit": 300 }

Territory Reassignment

{ "Query": "OwnerId = '{{variables.departingRepId}}'", "Limit": 500 }
// Loop: account/update each with new OwnerId