Questions tagged [filters]
The filters tag has no usage guidance.
252
questions
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10 views
Opportunity Trends Report Type Issuse
i am creating a report with Opportunity Trends Type. its works fine, but whenever i add this column As of Date all data disappear and table showed 0 rows. anybody please help.
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18 views
SOQL query filter by value of another column [duplicate]
I am trying to make an extremely simple query where I filter the result based on the result of two columns.
Ex:
SELECT x, y FROM coordinates WHERE x > y;
So far I didn't found any example of how ...
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1answer
22 views
Is it possible to use GetRecords saved in Record Collection variable as filter value for another GetRecords
Let's say there is need to retrieve Users with particular Profiles. Of course we shouldn't use Ids and we got Record Collection with Ids according to Profiles Names. Can we somehow use this variable ...
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1answer
25 views
LWC handling search to unfilter
I am new to LWC development. I have a problem with handling search on a reverse. Meaning, handling backspace and delete made by the user. When the user types the product name, it will execute the ...
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19 views
Creating a Filtered Data Extension from Account Record Type Filed in Sales Cloud?
I need to segment audiences in Marketing Cloud based on the Account Record Type in Sales Cloud. With the Contact Object and Account Object the Account Record Type field is not available in Marketing ...
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24 views
FilterPart in Python Zeep
I am trying to extract data using Python Zeep module from SF DataExtention.Can anyone please help me to write the correct dictionary for Filterpart of Retrieve request. I am trying to pass the ...
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1answer
47 views
Filter Lock Missing on Default Report Filters
If I create a new report with report type "Oppportunities", the default filters Show Me, Close Date, Territories, Opportunity Status and Probability cannot be locked. If I add new filters, ...
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28 views
Filter Logic Help
Folks,
I can't get the filter logic below to return the desired output. I have a lead (albeit a merged lead) that meets 8 and 9 but isn't being included in the report.
((5 OR 6 OR 8) AND 1 AND 2 AND 3 ...
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0answers
11 views
How to filter or restrict dashboard information based on report owner or assigned by?
Work on Sales-Cloud dashboard, On org the Role AccountExecutive has four uses like A, B, C, D. Each has a different profile like A has a Marketing Manager profile, and B, C, D has a Standard User ...
1
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1answer
35 views
Is there a built-in way to filter product search results based on customer group?
Additional context: most responses I've seen to similarly asked questions either here, or on unofficial salesforce slack channel seem to imply that "custom code" is the solution. After some ...
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20 views
Creating Measure and then applying it as a filter on Data Extension- for people whose last click is more than 90 days
For a DE, I want to add a filter - customer whose last click is > 90 days
Hence First I created a measure - Like in the attached image
Then added that measure as a Filters for DE- as in second ...
0
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1answer
23 views
Is possible to deactivate the possibility to edit filter in a report in the Lightning experience?
Is possible to deactivate the possibility to edit filter in a report in the Lightning experience? Or at least "lock" every filter?
Our users does not create/edit/delete a report. Some of ...
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17 views
Best Practice: Using Id or Name in Filter Criteria and Formula Fields
We're working in an Org that uses Ids in Filter Criteria and Formula Fields to dictate logic based on Record Types. When you refresh a sandbox, it maps the correct Id to the correct record type id and ...
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15 views
Want filtered Products while trying to add Order products in Order's Related List
I am using Order and Order Products to generate Invoices for customers.
Issue is the Products(PriceBook Entries) available are different on the basis of different Location, and while adding these ...
0
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1answer
19 views
Create report where created date is 2020
How can I add filter on report where record created date is 2020? I mean I want all the records that were created in the year 2020. I tried many formulas like YEAR() -1 and YEAR() = 2020 but nothing ...
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23 views
Automation Studio to fetch 'subscriber status' = 'active' from All subscribers and store it in a new Data Extension? [duplicate]
I need to create a automation,
I want to fetch 'All Subscribers'(from email studio) into DE
Filter this DE to show only Subscriber_Status=active
My goal : Create a DE with customers that have ...
0
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1answer
28 views
This page has an error - lightning inputs
I'm making a component that renders filters based on any sObjects, to render records based on those filters. The component renders, depending on the type of the filter (boolean, number, with options) ...
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1answer
31 views
Filter Logic Help Please
When I run my report with the below filter logic, it will only return 1 AND 2, but not 3,4,5. I am sure it has to do with my parenthesis, any thoughts? I would like to be able to return either 1 and ...
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1answer
39 views
WHERE condition in FeedTrackedChanges subquery
I'm trying to get information about when a specific field is changes in the Contact table using FeedTrackedChanges.
I cannot use the list format that the table returns for FieldName, OldValue and ...
0
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1answer
24 views
How can I created filtered rows in SFMC to get data from past week?
I'm looking to filter my DE on the basis of data added.
For instance, today is 9 September. I want to filter all data that was added from 1 September to 8 September (i.e., last week), what are the ...
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140 views
Filter Subscribers In Marketing Cloud Business Unit
I have a Marketing instance having five Business Units(BU) A,B,C,D,E. BU A is the parent of all BU's.
BU B and C have 1000 subscribers in each. When I review BU 'D' and 'E' I see all the 2000 ...
0
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1answer
2k views
Filtering the list return from apex method and display in LWC
What I'm trying to do is to filter the results that return from a apex method.
I had a custom object named Customer with custom fields: Type and Name. So I used the following apex method to do the ...
0
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1answer
243 views
Handling an 'Error: Generic Exception' in Marketing Cloud
How would you solve this issue?
When I try filtering my data extension holding all my subscribers using a StoreID to filter for subscribers relating to a specific store I get the Error: Generic ...
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0answers
19 views
CPQ Filter functionality
Is there a way in order to remove/hide the filter button on Product configuration page is Quote line Editor? Tried looking it up on the custom actions but its not there. Removing the fields on the ...
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0answers
49 views
Connecting Contacts when Email Addresses Match but Subscriber Keys do not in Multi-Org
Trying to get ahead of the curve at my Company and we are in the process of connecting multiple CRMs to our Marketing Cloud. So my question is how do we connect contacts that we know are the same ...
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19 views
Filtering users out in a journey via values housed in separate DE
GOAL: Create a API event journey that filters users out based off of values passed in the API call when compared against matching values in matching fields in a separate data extension.
I have a ...
0
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1answer
262 views
Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?
In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
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1answer
415 views
How to put filter in report for dynamic last month?
I am trying to filter out records in my salesforce report like i just want to see last month records (Created Date).
See below what i have done so far,
Date filter on Created Date > CUSTOM > 02-...
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1answer
24 views
Process builder, false positives on multi select pick list
Using process builder I am channelling new leads to relevant campaigns based on a multi select pick list. (I know they are not considered best practice but this one is now ingrained in our org beyond ...
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1answer
69 views
0
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1answer
90 views
How to add a property to all users to check in a visibility filter?
We're using visibility filters on our components as a way to show and hide components. If someone has a specific permission set, like "new feature pilot permissionset," we use that to show a component ...
0
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1answer
115 views
“Lock” option not available in the report filters of classic environment
Salesforce classic environment does not have the option to lock the filters in the report but in the lightning environment we can lock them.
What is the way to lock the filters of the report in the ...
1
vote
1answer
303 views
Using lightning:listview's filter as a standalone component to query records
Is it possible to use the filter logic of the lightning:listview as a standalone component to query records? I am trying to use these queried records to generate events for fullcalendar. Or another ...
0
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1answer
2k views
LWC (Lightning Web Component) Data-Table Header Level Actions
I have a LWC Data-Table in which I am displaying Activity currently. I have three columns in the data table: Subject, Comments, Activity Date. I would like to add a header level action to the Subject ...
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0answers
33 views
Exclude domains from sends on child business unit level [duplicate]
Working as a Marketing Cloud marketeer in a franchisee setup with 170 child business units I'd like for the franchisee marketeers for every child business unit to be able to always exclude certain ...
0
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1answer
26 views
Apply filter on SentEventObject using Marketing cloud Soap call
I am trying to apply filer condition on the SentEvent Object.Initially I was getting error related to Bad request. But now the API call is not failing but then I am not getting the filtered data here. ...
0
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1answer
30 views
How to generate a stringset of s stringset with unique values
I have a string Set with a set of strings which is a combination of timestamp a recordid.
How do I create a new string Set in a neat way with only the records with the latest timestamps
Example:
...
0
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1answer
48 views
Custom filter based on data extension
we have a data extension with some user status asigned to identificators.
Is it possible to make a filter shows only the possible values of that field based on a DE with those ids and its meaning ...
1
vote
1answer
217 views
Hide an empty list filter in Einstein analytics dashboard
I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values.
Thanks
1
vote
1answer
209 views
Filtered Data Extension bug
I have an issue when applying filters in a Data Extension for a few days ago. Basically it doesn't work.
For example, if I did a filter from a Data Extension adding the criteria 'Email is not null' ...
0
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1answer
683 views
Report Filters filtering only by created date
I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
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2answers
746 views
how to filter the collection used in aura:iteration
I would like to have a filtered version of a collection as the source data of an aura iteration. Basically, something like this:
<aura:iteration items="{! v.myList.filter(element => ....) }" ...
1
vote
1answer
390 views
Data filter and Measure to give recipients who opened a specific send
I usually work Automation Studio and SQL Activities to build my recipients. But I have been tasked to learn how to build simple segments using Data Filters and Measures. And now I am already confused ...
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0answers
75 views
Create the look filter for custom field in lighting
I have created the custom case component for the community and I have to apply the lookup criteria to create a filter to limit the records available to users.
In my salesforce org (standard case ...
2
votes
1answer
773 views
How to Refresh an existing Filtered Data Extension without Filter Activity / Automation?
I know that there is the process to create a filter definition, a filter activity and then have these run inside an automation to automatically update filters.
But this means that you need to ...
-1
votes
1answer
40 views
Can I create an AND and OR filter and apply that to a data extension
I'd like to create a Data Filter that has AND and OR conditions in it, like
x AND y AND (a OR b OR c)
I'm unable to merge two filters. Is this feasible?
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votes
2answers
594 views
Can't pass 'greater than' or 'less than' operators in reportFilters via url
I have a lightning component that redirects to a custom report passing filters via url. This component is working inside a community and, as far as I know, you need to generate your url with a '...
0
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0answers
41 views
Filter data by year w/o changes to SOQL?
Trying to filter data that is returned to me by the termination year. If any data that is pulled and has a termination date older then five years I do not want it to show up.
public static List<...
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1answer
90 views
Create a filtered list using 2 or more tags - MobilePush
We want to create a filtered list with few rules that contain few tags. I have a contact with a "fishing" tag and a "boating" tag, and another contact with only a "fishing tag". I want to create a ...
1
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1answer
93 views
Send a Second email to subscribers that didnt open 1st email sent via automation studio
I need to create an automation to:
1- Send and Email (from a created email template) to subscribers and informations from a Data Extension DocCobranca.
2- After 2 days has passed I need to make a ...
