Salesforce - Get Record

↩ Part of the Salesforce integration.

Description

Reads a single record by its id (GET /sobjects/{sobject}/{id}).

When you already have the id, this is faster and simpler than a SOQL query. Leave the field list empty to get every field the user can see, or name the fields you actually need to keep the payload small.

Configuration

Field	Type	Required	Description
`credentials_id`	credentials	Yes	Salesforce credential
`sobject`	text	Yes	API name of the object: `Account`, `Contact`, `Lead`…
`record_id`	text	Yes	Record id (15 or 18 characters)
`fields`	text	No	Fields to return, comma-separated (e.g. `Name,Email`). Empty = all

All the fields accept dynamic variables, so record_id is normally {{data.id}} from a previous node. Whitespace in fields is stripped automatically, so Name, Email and Name,Email behave the same.

Credentials

This module requires a Salesforce credential:

Field	Description
`login_url`	`https://login.salesforce.com` or `https://test.salesforce.com` for a sandbox
`client_id` / `client_secret`	Consumer Key and Secret of the Connected App
`username`	Salesforce user
`password`	Password plus the security token, concatenated

Output

data is the record exactly as Salesforce returns it, including the attributes block:

{
  "attributes": {
    "type": "Account",
    "url": "/services/data/v59.0/sobjects/Account/0015g00000AbCdEFGH"
  },
  "Id": "0015g00000AbCdEFGH",
  "Name": "ACME S.A.",
  "Phone": "+34600111222",
  "Industry": "Manufacturing"
}

Along with it, _meta:

{ "moduleVersion": "1.0.0", "success": true, "id": "0015g00000AbCdEFGH", "totalMs": 210 }

Usage Example

Full account

{
  "credentials_id": "salesforce_prod",
  "sobject": "Account",
  "record_id": "{{data.accountId}}"
}

Contact with selected fields

{
  "credentials_id": "salesforce_prod",
  "sobject": "Contact",
  "record_id": "{{data.contactId}}",
  "fields": "FirstName,LastName,Email,Phone,AccountId"
}

Opportunity before updating it

{
  "credentials_id": "salesforce_prod",
  "sobject": "Opportunity",
  "record_id": "{{data.opportunityId}}",
  "fields": "Name,StageName,Amount,CloseDate"
}

Notes

The fields list uses API names; an unknown one returns 400 INVALID_FIELD rather than being ignored.
With fields empty, Salesforce returns every field the running user has access to — which can be a large payload on standard objects.
Ids of 15 characters are case-sensitive; ids of 18 characters are not. Both are accepted.
A 404 means the id does not exist for that sObject, or the user cannot see it. It is not retried.
If sobject or record_id resolve to an empty value, the node stops with a validation error before calling Salesforce.
To read several records at once, or to search by something other than the id, use SOQL query.

Salesforce: SOQL query — find the id when you only have an email or a name.
Salesforce: Update record — modify the record you just read.
Salesforce: Delete record — remove it.