Questions tagged [filters]
The filters tag has no usage guidance.
258
questions
-1
votes
1answer
25 views
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
votes
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 ...
0
votes
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
votes
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 ...
1
vote
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
votes
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.
0
votes
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 ...
1
vote
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 ...
0
votes
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.
0
votes
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
votes
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
votes
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 ...
0
votes
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 ...
0
votes
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
votes
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, ...
0
votes
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 ...
0
votes
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
vote
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 ...
0
votes
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
votes
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 ...
0
votes
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 ...
0
votes
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
votes
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 ...
0
votes
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
votes
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
votes
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
votes
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
votes
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
votes
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
votes
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 ...
0
votes
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 ...
0
votes
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
votes
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
votes
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
votes
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
votes
1answer
96 views
0
votes
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
votes
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
vote
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
votes
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 ...
1
vote
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
votes
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
votes
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
votes
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
votes
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
vote
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
vote
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 ...
0
votes
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 ...
