opportunity/get

Retrieve a single Opportunity record by its Salesforce ID.

When to Use

Retrieve opportunity details to populate a proposal or contract document.
Check the current stage before triggering a stage-specific automation.
Fetch amount and close date for a pipeline forecast notification.
Verify an opportunity exists before attempting an update or close operation.
Load opportunity data for a deal review Slack digest.

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
`OpportunityId`	string	required	18-character Salesforce Opportunity ID.

Sample Configuration

{
  "Resource": "opportunity",
  "Operation": "get",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "OpportunityId": "{{trigger.opportunityId}}"
}

Validation Errors

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

Output

Success Port

Field	Type	Description
`Id`	string	Salesforce Opportunity ID.
`Name`	string	Opportunity name.
`AccountId`	string	Linked Account ID.
`StageName`	string	Current pipeline stage.
`Amount`	decimal	Deal value.
`CloseDate`	string	Expected close date.
`Probability`	int	Win probability percentage.
`IsClosed`	bool	Whether the opportunity is closed.
`IsWon`	bool	Whether the opportunity was won.
`OwnerId`	string	Opportunity owner User ID.

Error Port

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

Sample Output

{
  "Id": "0065g000005RstUVW",
  "Name": "Acme Corp — Enterprise Q3 2026",
  "AccountId": "0015g000007HijKAB",
  "StageName": "Proposal/Price Quote",
  "Amount": 120000,
  "CloseDate": "2026-09-30",
  "Probability": 60,
  "IsClosed": false,
  "IsWon": false,
  "OwnerId": "0055g000007AbcDEF"
}

Expression Reference

Expression	Description
`{{nodes.GetOpportunity.StageName}}`	Current pipeline stage.
`{{nodes.GetOpportunity.Amount}}`	Deal value.
`{{nodes.GetOpportunity.IsClosed}}`	Whether the deal is closed.
`{{nodes.GetOpportunity.CloseDate}}`	Expected close date.

Node Policies & GuardRails

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

Examples

Pipeline Forecast Slack Notification

{
  "OpportunityId": "{{trigger.opportunityId}}"
}
// Slack: "Deal: {{nodes.GetOpportunity.Name}} | Stage: {{nodes.GetOpportunity.StageName}} | Amount: ${{nodes.GetOpportunity.Amount}}"

Stage-Gated Automation

{
  "OpportunityId": "{{trigger.opportunityId}}"
}
// IfCondition: {{nodes.GetOpportunity.StageName}} == 'Negotiation/Review'
// Then: trigger contract generation workflow

Verify Before Close

{
  "OpportunityId": "{{trigger.opportunityId}}"
}
// IfCondition: {{nodes.GetOpportunity.IsClosed}} == false
// Then: proceed to opportunity/close