case/getAll
Query and retrieve multiple Case records from Salesforce with an optional filter and limit.
When to Use
- Retrieve all open high-priority cases for a daily escalation report.
- List all cases for a specific account before a renewal or QBR meeting.
- Pull cases older than 7 days without a status update for an SLA breach report.
- Sync open cases to an external ticketing system or helpdesk dashboard.
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 WHERE clause, e.g. IsClosed = false AND Priority = 'High'. |
Limit | int | optional | Maximum number of records to return. |
Sample Configuration
{
"Resource": "case",
"Operation": "getAll",
"InstanceUrl": "https://myorg.my.salesforce.com",
"AccessToken": "{{credentials.salesforce.accessToken}}",
"Query": "IsClosed = false AND Priority = 'High' AND CreatedDate = TODAY",
"Limit": 50
}
Validation Errors
| Error Code | Condition |
CFG_MISSING_INSTANCE | InstanceUrl is missing. |
CFG_MISSING_TOKEN | AccessToken is missing. |
UNEXPECTED_ERROR | Unexpected exception. |
Output
Success Port
| Field | Type | Description |
records | array | Array of Case objects. |
totalSize | int | Number of cases returned. |
resource | string | Always case. |
operation | string | Always getAll. |
Error Port
| Field | Type | Description |
errorCode | string | Machine-readable error code. |
message | string | Error description. |
Sample Output
{
"records": [
{ "Id": "5005g000007VwxYZA", "CaseNumber": "00001234", "Subject": "Login issue", "Priority": "High", "Status": "Working" },
{ "Id": "5005g000007AbcDEF", "CaseNumber": "00001235", "Subject": "API timeout", "Priority": "High", "Status": "New" }
],
"totalSize": 2,
"resource": "case",
"operation": "getAll"
}
Expression Reference
| Expression | Description |
{{nodes.GetAllCases.records}} | Array of all Case records. |
{{nodes.GetAllCases.totalSize}} | Count of cases returned. |
{{nodes.GetAllCases.records[0].CaseNumber}} | First case's number. |
Node Policies & GuardRails
| Policy | Detail |
| Credential storage | Store AccessToken in BizFirst Credentials Manager. |
| Query filter safety | Never interpolate unsanitized input into Query. |
| Limit enforcement | Always set a Limit to control result set size. |
| Error port wiring | Always wire the error port. |
| Sandbox testing | Test in sandbox before production. |
Examples
Daily High-Priority Escalation Report
{ "Query": "IsClosed = false AND Priority = 'High'", "Limit": 100 }
// Send Slack digest with case count and list
Cases for Account QBR
{ "Query": "AccountId = '{{trigger.accountId}}' AND IsClosed = false", "Limit": 50 }
SLA Breach Detection
{ "Query": "IsClosed = false AND LastModifiedDate < LAST_7_DAYS AND Status = 'New'", "Limit": 200 }
// Loop: case/update each to escalated priority