lead/getAll

Query and retrieve multiple Lead records from Salesforce using an optional filter and limit.

When to Use

Get all uncontacted leads created in the last 30 days for a morning outreach batch.
List all leads from a specific campaign source for reporting or follow-up automation.
Retrieve all leads assigned to a specific user before reassigning on their leave period.
Pull leads by status (e.g. Working - Contacted) for batch processing in a loop.

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
`Query`	string	optional	SOQL-style WHERE clause filter applied to Lead records, e.g. `Status = 'Open - Not Contacted'`. Omit to return all accessible leads (subject to `Limit`).
`Limit`	int	optional	Maximum number of records to return. Defaults to 200 if not specified. Maximum is governed by Salesforce API limits.

Sample Configuration

{
  "Resource": "lead",
  "Operation": "getAll",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "Query": "Status = 'Open - Not Contacted' AND CreatedDate = LAST_30_DAYS",
  "Limit": 100
}

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.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`records`	array	Array of Lead objects. Each object contains the full Lead field set from the Salesforce REST API.
`totalSize`	int	Total number of records returned in this response.
`resource`	string	Always `lead`.
`operation`	string	Always `getAll`.

Error Port

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

Sample Output

{
  "records": [
    {
      "Id": "00Q5g000003aXyzEAE",
      "FirstName": "Jane",
      "LastName": "Doe",
      "Company": "Acme Corp",
      "Email": "jane.doe@acme.com",
      "Status": "Open - Not Contacted",
      "LeadSource": "Web",
      "CreatedDate": "2026-05-01T08:00:00.000Z"
    },
    {
      "Id": "00Q5g000003bAbcFAE",
      "FirstName": "John",
      "LastName": "Smith",
      "Company": "Beta Ltd",
      "Email": "john@beta.com",
      "Status": "Open - Not Contacted",
      "LeadSource": "Partner Referral",
      "CreatedDate": "2026-05-03T10:30:00.000Z"
    }
  ],
  "totalSize": 2,
  "resource": "lead",
  "operation": "getAll"
}

Expression Reference

Expression	Description
`{{nodes.GetAllLeads.records}}`	Array of all returned Lead records.
`{{nodes.GetAllLeads.records[0].Id}}`	Salesforce ID of the first lead.
`{{nodes.GetAllLeads.totalSize}}`	Number of leads returned.
`{{nodes.GetAllLeads.records[*].Email}}`	Array of email addresses across all returned leads.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Query filter safety	Never interpolate unsanitized user input into the `Query` field. This prevents SOQL injection.
Limit enforcement	Always set a `Limit` in production to prevent unintentional large result sets and excess API quota consumption.
Large datasets	For result sets exceeding 2,000 records, use `soql/executeWithPagination` instead.
Error port wiring	Always wire the error port to handle invalid query syntax and permission failures.

Examples

Batch Process Uncontacted Leads

Retrieve all open uncontacted leads from the last 30 days, then pass the records array into a Loop node to process each lead individually.

{
  "Query": "Status = 'Open - Not Contacted' AND CreatedDate = LAST_30_DAYS",
  "Limit": 200
}
// Loop node iterates {{nodes.GetAllLeads.records}}
// Inside loop: lead/update sets Status = 'Working - Contacted'

List Leads by Campaign

Retrieve leads from a specific campaign source for a weekly email digest to the marketing team.

{
  "Query": "LeadSource = 'Partner Referral' AND CreatedDate = THIS_WEEK",
  "Limit": 500
}

Reassign Leads from Departing Rep

When an employee leaves, retrieve all their assigned leads and reassign to a new owner in bulk.

{
  "Query": "OwnerId = '0055g000007AbcDEF' AND IsConverted = false",
  "Limit": 500
}
// Loop: lead/update with OwnerId = new rep's Salesforce User ID