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1
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0answers
12 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 ...
0
votes
0answers
13 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 ...
0
votes
0answers
18 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
votes
1answer
19 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
25 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.
0
votes
1answer
24 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
41 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
vote
1answer
75 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 ...
1
vote
1answer
140 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
35 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
42 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 ...
0
votes
1answer
104 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
68 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
103 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
vote
2answers
169 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
vote
1answer
34 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
85 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
40 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
145 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
38 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
71 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
votes
3answers
189 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
votes
1answer
95 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
votes
1answer
137 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 ...
0
votes
0answers
42 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
votes
1answer
165 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> ...
6
votes
0answers
93 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
54 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
362 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
142 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
47 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 ...
0
votes
0answers
154 views

PHP ExactTarget API retrieve subscribers of a specific list that had unsubscribed after a certain date

I'm trying to use the ExactTarget API in order to retrieve the subscribers of a specific list that had unsubscribed after a certain date. Even just filtering for unsubscribed date I get this error: ...
1
vote
1answer
115 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
43 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
votes
0answers
47 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
121 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 ...
1
vote
0answers
72 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
votes
4answers
549 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 ...
2
votes
2answers
214 views

SimpleFilterPart: today's date minus 180 Days

I have to create DataFilters using SOAP API, therefore I have to define FilterPart using Java code. I can create this properly using UI and define filter as: profile attributes match "Last Purchase ...
2
votes
1answer
2k views

Advanced Filters on Related list

We'd like to be able to create filters on related lists (like creating custom views). For example, we would like people to have the ability to filter out contacts that we've marked as Inactive when ...
5
votes
2answers
987 views

Is there a way to filter rows in an Apex:DataTable?

I've been playing around with an Apex:DataTable in the past few days and would ideally like to find a way to filter out rows from the table: Without using a controller and SOQL query to feed in a ...
3
votes
1answer
260 views

How we can find that particular object has “Notes and Attachments” related list in it

I need to find that if selected sObject has included "Notes and Attachment". Is it possible through sObject Describe? I need to filter all sObject in organisation by availability of "Notes and ...
1
vote
1answer
77 views

Cannot see search by letter UI

I have one User that can see this UI on the products list view which allows to filter by letter and other users cannot. Where do I configure this for all users?
2
votes
2answers
238 views

ENTERING_MANAGED_PKG logging level

I want to debug a test method, but the debug log is mostly taken up by "ENTERING_MANAGED_PKG" lines. In the Setting Debug Log Filters page, it suggests that this line is only shown if "Apex Code" is ...
1
vote
1answer
1k views

Filter visualforce page

I have a HTML table in a visualforce page with a custom controller that is fetch with data from the Lead object. I would like to filter the data using two filters The second filter values are ...
6
votes
1answer
498 views

Is Lookup Auto-Completion really restricted to recent items?

We are using the Salesforce search setting "Lookup Auto-Completion" which provides auto-completed options as-you-type in lookup filters on your visual force pages. The suggested results that pop-up ...
3
votes
2answers
1k views

Visual Force lookup Filter

I have a custom visual force page that let you create a new custom object. In this page there i have a custom lookup to choose the contact. Do you know if it's possible add a Filter condition to the ...
1
vote
2answers
539 views

“Current User” Reference In View Logic

Is there a way I'm just missing in my searches that allows you to compare (example) "Owner ID" versus something like "Current User ID" in a View (where you do NOT have formula access)? Effectively: ...
-2
votes
1answer
538 views

Why doesn't lookup filter work on visualforce page?

I am trying to develop few look up fields on Visualforce page. Requirements: The first lookup field shows all partner Accounts. The second lookup field is filtered to show only Contacts associated ...
5
votes
1answer
364 views

How can i use Now as a time filter in reports?

How can i use Now as a time filter in reports? I need to look at records whose scheduled time < Now. How can i build this?