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18 views

Automation error in step 2

I am building an automation in Automation Studio. In order to prepare to do so I: Created a standard data extension Created a filter to segment the standard data extension Created an interaction ...
0
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0answers
20 views

Salesforce Controller Test: getAccounts method not filtering by profile

I have a custom controller that is intended to return a results set to a visualforce page for customized viewing. It works fine in production. When building my unit test for this controller, ...
0
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0answers
9 views

Restricting Contact Lookup on a Log A Call Task

We create a Log A Call task from the Account, so the account field is usually populated. When I choose the contact, I want to filter the contacts to just those that are related to the account. Is this ...
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1answer
26 views

Customize result of of lookup field search

Can I customize result of a lookup field search? For example, I want to see only the contact related with an account. This account is selected by another lookup. Only way that I find is to flag the ...
0
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1answer
29 views

Exacttarget - Sending email to filters VS sending email to filtered data extension

I would like to send emails to a group of subscribers. I would like to filter them from the data extension subscriver_all, where all my subscribers are. From what I know there are two ways of doing ...
0
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1answer
20 views

Object Filter in SSIS Salesforce Source

I need to move all records from salesforce to a DWH using SSIS. After the initial run I need to move only the records that either got inserted or updated after the last run into SFDC. I learnt that ...
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0answers
24 views

How to create a tab using a custom view

I need to create a TAB inside an APP. In this tab I need to list all (and only) the contacts that have a certain Account. I've created a custom view in the Contacts tab page and I suppose I can use ...
0
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1answer
28 views

SOAP API: Applying filter to a retrieve data in Apex

I generated Apex code from the ExactTarget SOAP Api: Exacttarget Wsdl URL I am trying to make webservicecallouts using apex to retrieve "SentEvent" for an specific subscriber. Using SOAPUi it works ...
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1answer
27 views

Report time filter based on two different fields

I am attempting to build a report filter for a custom object which shows contracts in my company. I would like the filter to allow me to show only the contracts which were opened (Open Date) within 30 ...
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1answer
24 views

Show only previous Business Day on a report

I am attempting to show the previous Business Day's new Accounts in a report. I am unable to simply use Yesterday as the filter because Monday will then show Sunday results, not Friday. The only ...
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votes
1answer
35 views

How to filter todays date from a timestamp field?

We have a field in a data extension with a timestamp value e.g. "2015-04-30 12:46". The data type is text. We would like to filter that column for todays date, preferably using a data filter (sending ...
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0answers
35 views

Dashboard filter for data sources with different objects

I have a large dashboard with info on Cases. This dashboard can be filtered by the Case Record Type field and this is good. Also, I have a custom object with some additional data which is explicitly ...
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0answers
27 views

Unsubscribe Entire List

I am running a filter event to filter out all inactive customers who have not opened/clicked a particular email. I filter these emails into a list. Is there any way to have these customers ...
1
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0answers
29 views

Filtering dashboard by non-predefined date range

Is it possible in Salesforce to select non-predefined date range as a filter on a dashboard? The limitations I found are: Max 10 values available for one filter Max 3 filters Only predefined values ...
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0answers
23 views

Sticky Knowledge Base Filters

We are using Filters within our Knowledge Base to filter based on the Data Categories set for each article. For example, Product Version data category will filter on all KB articles set with the ...
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0answers
22 views

Master detail filter on transaction object based on M-D relation of master data

I have two custom object having Master detail relationship. These objects contain master data in my org Say Challenges and Actions. Here Challenges is master and Actions is detail object. Now i have ...
2
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1answer
26 views

Passing a personalize string in RetrieveRequest to get the data from DataExtesnion

I am trying to use the filter part and Retrieve Request to get the data from data extension. RetrieveRequest request1 = new RetrieveRequest(); request1.ObjectType = ...
1
vote
1answer
58 views

can i mass update/insert report criteria

we have built around 100+ reports and now I would like add a filter criteria to all these 100+ reports, is there a quick way to add the filter instead of going 1 by 1? Thanks.
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1answer
37 views

set dashboard filter by record type

i have multiple dashboards and i would like to know how can i add dashboard filter by record type? I don see this option in my filter list. I tried added a formula field in my Account & ...
1
vote
1answer
79 views

What is the best way to build filtering functionality similar to Report filters in Salesforce using just visualforce

This is more of an architectural question. I am trying to build a filter function similar to what Salesforce has whereby I click an Add filter button and this displays a drop down. Based on the choice ...
1
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1answer
118 views

Filter and search is not working

This is my first post .. Please Help me. Problem is i can update my selected data .. but search and filter fields are not working .. Please guide me how can i bind my wrap class with page reference ...
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vote
1answer
180 views

Can I create an index on a field to speed up searching?

I have a large table (10's of millions of records), I want to be able to filter reasonable quickly, can I create an index on a field to help speed up fitlering?
2
votes
1answer
122 views

De-activating a Dashboard's running user removes all the Dashboard Filters. Can I recover?

You know how when you're editing a Dashboard, there's a "View Dashboard As: " field on the top right of the page? Well, for several of our dashboards a previous admin had created, she had been listed ...
3
votes
1answer
59 views

SimpleFilterPart on date fields (EventDate)

I'm currently using the Java bindings of the Partner API to extract unsubs, clicks, bounces and other events. This is working as expected, however I'd like to slice my requests by a date range ...
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1answer
276 views

Report Filter for CloseDate is from Past Month

I have following Formula on my Validation Rules, I want to find out which of my Existing Records comes under these validation rules, So, I am creating Report for it. I am unable to FILTER Following ...
1
vote
1answer
215 views

Filtered related list in Salesforce

How to get a filtered related list in Salesforce? I know that we can get a custom Related List using PageBlock Table in a VF page but i don't know how to get hyperlinks around records in related lists ...
0
votes
1answer
183 views

Cross-Filter Not Working As Expected - Opportunities & Activities

I tried to create a report based on Opportunities with an Activities cross-filter, so that the report would show Opportunities that haven't had an Activity created in the last 8 weeks. My filter looks ...
1
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3answers
384 views

Custom field lookup not returning all matching values for filter criteria

I have created a lookup field with required filter type that filters on specific criteria within the lookup objects. During testing I noted the lookup field only returning 1 value as an option when ...
1
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1answer
45 views

How do I stop the creation of a particular object's records from appearing in my chatter feed?

I use a rollup app that creates a new rollup queue record every few minutes. Each time one of these records is created, it appears in my chatter feed. Is there a way to filter these out? I found ...
2
votes
1answer
115 views

Exacttarget send an email with a filter

I currently have a vb.net app that allows to send an email using (TriggeredSendDefinition) The problem I have, is that I need a specific date from a DataExtensionObject. I created a filter and I ...
1
vote
1answer
51 views

Create new view on object with long text area type in filter

Here i want to create a new view on object tab. Whenever i click on create new view link and go inside. After that in filter drop down i can't find one filed Demoview(Long Text Area). Here i want to ...
1
vote
1answer
313 views

Standard Report Functionality - Is it possible to filter by formula

Looking at the standard report functionality, it seems not to be possible to filter by formulas defined in the report itself (I don't mean formula fields defined on the object). Is this really not ...
0
votes
1answer
55 views

Standard Report Functionality - Are there Wildcard / Joker / Asterisk Characters?

Looking at https://success.salesforce.com/ideaView?id=08730000000YvuGAAS it seem, Salesforce has no * or % support at the standard reports. Is that true? Any workarounds without writing some ...
1
vote
1answer
83 views

Filter and Query in Apex code?

I have made a custom rest endpoint which filters leads based on a Lead View: I want to use a Filter and a query, but it seems that when I apply the filter the query gets ignored, my current attempt ...
3
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3answers
256 views

Custom object list view filter criteria does not return results

This is a pretty basic question but I have a list view that I created on a custom object that should be returning results but is not. Object B has a lookup field to Object A,. So lets say I have 2 ...
2
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1answer
158 views

Filtering in Related List

We are looking for a Filtering option in the Related Lists. As We understand, there is NO Out of the Box or configuration mechanism in SFDC to filter the Related Lists. (Though we have Sorting Option ...
5
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1answer
141 views

How to get user's permission sets in Data Repeaters filters

I have custom field (multiselect picklist) on Question object, which we use to filter the displayed records in accordance with his permissoin sets. On visualforce pages it's implemented using SOQL ...
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0answers
56 views

Issue with the api name of the field from report

I may VF page I am getting all the reports and from that reports I am getting the filters used for the reports. When I try to use the phone field it retrieve me name as phone1 and when I used First ...
3
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1answer
224 views

SOAP API: Applying filter to a retrieve data from a data extension

I am trying to apply a filter to a soap call to get some data from a data extension below is the example soap body. <soapenv:Body> <par:RetrieveRequestMsg> ...
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0answers
110 views

Filter empty date field in SF analytics api

Using the analytics rest api we need to add a filter to a date field to get only the records where this field is empty. In json: { "column": "Account.Date_Field__c", ...
3
votes
2answers
71 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
1
vote
1answer
723 views

Filter logic with multiple conditions and depths

I am creating a report which must be match the following: Type = Minor Works AND (Stage: 05 OR 06 AND Stage Age >= 5) OR (Stage: 07 AND Stage Age >= 10) This is the filter I have created with ...
1
vote
2answers
248 views

Creating a field for Account Team Members

Does anyone know of a way where I can get all of the account team members into a custom field on the account page. So if John Doe and Jane Doe were on Account ABC, is there a way I can get those names ...
3
votes
1answer
64 views

Filter for partner user

I have a lookup on Account, this is a lookup to a Account which related to Contacts who are Community Users. I want to create a filter for Account lookup so that it only show the related to Contacts ...
1
vote
1answer
126 views

Multi-Record list button run from a list view filtered by Topic causes NoAccessException

I have added a multi-record list button to the Contact object that forwards the selected records to a custom VisualForce page that is defined below. <apex:page standardController="Contact" ...
2
votes
1answer
46 views

How to use a List or Data Extension to filter another Data Extension?

I have a scenario where I need to filter out (or remove) records of a Data Extension that exist in other Data Extension. In SQL would perform a NOT EXISTS. As I need to create an external process ...
0
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0answers
59 views

In a report how do I add a filter of type String having comma seprated values e.g. 'Cats,Dogs'?

Salesforce considers 'Cats,Dogs' as 'Cats' or 'Dogs'. This link suggest putting the string value inside double-quotes, which I've already tried without any success.
0
votes
1answer
137 views

“All subscribers” is always selected when using filter in a SendDefinitionList

I'm trying to create a email send definition object (user initiated) using a filter, but when I select Interections->User-Initiated Email on the Recipients Targeted Data Filters, it shows ...
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0answers
77 views

Filter Not Working For List

I'm trying to start using the Fuel SDK in Rails, but I can't seem to get a simple filter to work. Retrieving without a filter works fine, and returns the whole set (all 36 or whatever lists). I need ...
2
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4answers
790 views

How to have 2 tabs for the same object, with different default filtering?

At our company, we want to create 2 tabs for the same object and call them differently. The object in question we want to use is the Opportunity object. By default, we want one of the tab to only ...