Questions tagged [filters]

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Performing filter based Queries on Salesforce using SOQL [duplicate]

I want to write an SOQL Query to ensure that contacts with the name John Johnson , together with all contacts with Last name Smith (excluding Benjamin Smith) will be selected. Please advise how to ...
2
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1answer
31 views

Is there a way to distinguish Long Text Area field or Rich Text Area field from a regular Text Area?

I need to build an interface to allow a user to filter record by the field chosen by the user. I know that I can use Text Area fields in the WHERE Clause but I can't use Long Text Area field or Rich ...
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2answers
15 views

Salesforce Report Visibility Customization

I want to implement a feature for customizing report visibility based on a User(Logged in user) field value. For e.g - A is report of record B ; C & D are particular field values of B & User ...
3
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1answer
53 views

Marketing Cloud - API - Data Extension - Filter by Date

I'm retrieving values from a Data Extension using the GET method on https://[YOUR SUBDOMAIN].rest.marketingcloudapis.com/data/v1/customobjectdata/key/[EXTERNAL_KEY]/rowset without any filter the ...
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0answers
30 views

How to sort the Activity Panel by Profile/User on an Account?

I am a relative novice with the Salesforce interface and platform itself so if I misuse some terminology, I apologize. In my current role, I am undertaking the challenge of learning APEX and one of ...
-1
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1answer
34 views

How do I add "Closed/Lost" as filter option for opportunity status?

Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
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0answers
10 views

customized dashboard per filter

In Einstein Analytics I need to have dashboard where there is a filter with several categories and I want to have situation when user is on a starting page without filter applied then one specific ...
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0answers
21 views

Filter lightning list view using current user

Is there a way to use a lightning view filter to only show records for the current user? This filter did not allow for the non-mobile Reviewer Assigned equals $User.ID results in 'The value $User.ID ...
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0answers
11 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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0answers
19 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 ...
0
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1answer
64 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 ...
0
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1answer
36 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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0answers
21 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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0answers
44 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 ...
0
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1answer
89 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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0answers
29 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
12 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
49 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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0answers
27 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
24 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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0answers
19 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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0answers
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
20 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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0answers
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
29 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) ...
0
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1answer
34 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 ...
0
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1answer
44 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
29 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 ...
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
326 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
60 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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0answers
20 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
322 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....
0
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1answer
759 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-...
0
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1answer
26 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 ...
0
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1answer
96 views

Filter Logic for SF report

I keep receiving this error message when applying filters to my report.
0
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1answer
110 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
132 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
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1answer
357 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
40 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
54 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
242 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
256 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
847 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 ...
1
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2answers
840 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
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1answer
453 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
89 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 ...

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