case/get

Retrieve a single Case record from Salesforce by its ID.

When to Use

Retrieve case details to populate a customer notification email.
Check case status before deciding whether to escalate or close.
Load case data into a support rep dashboard or summary Slack message.
Verify a case exists before updating its status or priority.
Retrieve the linked account and contact for routing decisions.

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
`CaseId`	string	required	18-character Salesforce Case ID.

Sample Configuration

{
  "Resource": "case",
  "Operation": "get",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "CaseId": "{{nodes.CreateCase.caseId}}"
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`CaseId` is missing.
`UNEXPECTED_ERROR`	Unexpected exception.

Output

Success Port

Field	Type	Description
`Id`	string	Salesforce Case ID.
`CaseNumber`	string	Human-readable case number.
`Subject`	string	Case subject.
`Status`	string	Current case status.
`Priority`	string	Case priority.
`AccountId`	string	Linked Account ID.
`ContactId`	string	Linked Contact ID.
`OwnerId`	string	Case owner User ID.
`IsClosed`	bool	Whether the case is closed.
`CreatedDate`	string	ISO 8601 creation timestamp.

Error Port

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

Sample Output

{
  "Id": "5005g000007VwxYZA",
  "CaseNumber": "00001234",
  "Subject": "Login issue after password reset",
  "Status": "Working",
  "Priority": "High",
  "AccountId": "0015g000007HijKAB",
  "ContactId": "0035g000006LmnOPQ",
  "IsClosed": false,
  "OwnerId": "0055g000007AbcDEF",
  "CreatedDate": "2026-05-26T13:00:00.000Z"
}

Expression Reference

Expression	Description
`{{nodes.GetCase.Status}}`	Current case status.
`{{nodes.GetCase.Priority}}`	Case priority.
`{{nodes.GetCase.IsClosed}}`	Whether the case is closed.
`{{nodes.GetCase.CaseNumber}}`	Human-readable case number.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Not Found handling	Non-existent case IDs route to the error port. Always handle it.
Read permissions	Authenticated user must have Read access on Case object.
Error port wiring	Always wire the error port.
Sandbox testing	Test in sandbox before production.

Examples

Send Confirmation Email with Case Number

{
  "CaseId": "{{nodes.CreateCase.caseId}}"
}
// Email: "Your case {{nodes.GetCase.CaseNumber}} has been created with priority {{nodes.GetCase.Priority}}"

Escalation Check

{
  "CaseId": "{{trigger.caseId}}"
}
// IfCondition: {{nodes.GetCase.Priority}} == 'High' AND {{nodes.GetCase.IsClosed}} == false
// Then: notify support manager via Slack

Route by Priority

{
  "CaseId": "{{trigger.caseId}}"
}
// Switch node on {{nodes.GetCase.Priority}}:
// High → VIP support queue
// Medium → standard queue
// Low → self-service portal