Portal Community

case/getAll

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

When to Use

Configuration

Connection

FieldTypeRequiredDescription
InstanceUrlstringrequiredSalesforce org URL.
AccessTokenstringrequiredValid OAuth2 access token.

Operation Fields

FieldTypeRequiredDescription
QuerystringoptionalSOQL WHERE clause, e.g. IsClosed = false AND Priority = 'High'.
LimitintoptionalMaximum 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 CodeCondition
CFG_MISSING_INSTANCEInstanceUrl is missing.
CFG_MISSING_TOKENAccessToken is missing.
UNEXPECTED_ERRORUnexpected exception.

Output

Success Port

FieldTypeDescription
recordsarrayArray of Case objects.
totalSizeintNumber of cases returned.
resourcestringAlways case.
operationstringAlways getAll.

Error Port

FieldTypeDescription
errorCodestringMachine-readable error code.
messagestringError 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

ExpressionDescription
{{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

PolicyDetail
Credential storageStore AccessToken in BizFirst Credentials Manager.
Query filter safetyNever interpolate unsanitized input into Query.
Limit enforcementAlways set a Limit to control result set size.
Error port wiringAlways wire the error port.
Sandbox testingTest 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