Questions tagged [filters]

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1answer
12 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
15 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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0answers
24 views

Get recently updated records from datextension in Salesforce Marketing Cloud

Thorugh Salesforce Marketing Cloud integrations, data is being retrieved and transferred to another application. The functionality to be achieved is the first time fetch all the data for each data ...
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0answers
22 views

Create a Filter

I'm trying to create a custom list view in Lightning Web Component, I managed to create a data view but now I would also like to customize the filters ... so I want to reproduce the filter button with ...
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1answer
19 views

Filter Logic for SF report

I keep receiving this error message when applying filters to my report.
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1answer
11 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 ...
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1answer
33 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 ...
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1answer
32 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 ...
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1answer
413 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
27 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 ...
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0answers
10 views

Joined report filter by date for comparison, last 30 days vs last (60 days-30 days)?

Im trying to get a graphic in my dashboard of the number of events group by User comparing the events of the last 30 days vs the events of the last (60 days minus the last 30 days) and I cant only get ...
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1answer
18 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. ...
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0answers
37 views

Dashboard Filter on Task Assigned To Field

I am working on a productivity dashboard of sorts for leadership at my University. We have several custom objects that represent work done. I'd like to create a dashboard that is filterable down to ...
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1answer
25 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: ...
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1answer
43 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 ...
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1answer
109 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
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1answer
57 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' ...
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1answer
164 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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0answers
48 views

Filter picklist values based on other objects field values

Is it possible to filter picklist values based on the 2 other object fields relation? In that case I mean for example: I have an Order Type field which on junction object is related to Region (e.g. ...
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2answers
355 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
111 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
47 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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1answer
286 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 ...
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1answer
36 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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2answers
234 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 '...
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0answers
42 views

Escalation rule logic not working

I have a sequence of 4 rules in one Escalation with slightly different criteria primarily based on country. It is set to escalate on either 24 hrs or 24 & 48 based on the country. Currently, the ...
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0answers
36 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
84 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 ...
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0answers
12 views

Dashboard Filter - Pulling a different field value

On a dashboard i am creating (case object), i have added the filter options for edit date and edited by. When i select an option in the edit date filter, a filter is added to the report(s) for the ...
1
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1answer
69 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 ...
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2answers
240 views

Data Filters and Measures Error for Unique Opens

I am having an error when trying to implement a data filter using a measure I created. I am implementing this filter to create a filtered data extension. Here are the details: I am using a data ...
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0answers
24 views

Filtering by date-field

I'm trying to create a report over "Faktura" filtering by its field "Dato for fakturering", but it's not showing up in the report maker. Can anyone explain why this is? Is there any way to fix it? ...
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1answer
276 views

Journey Builder Goal Criteria Error

I am creating a new version of an existing journey that I have as I noticed an error with the way contacts pass through (see image below): The fluctuations of populations did not make any sense. I ...
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1answer
93 views

Filter Opportunities with Contacts Report by Fields on Contact Lookup field

I'm looking to create a report of Opportunities with some native Opportunity filters. These Opportunities also have a custom Lookup field pointing to a Contact: Project Contact. In the Opportunities ...
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1answer
536 views

Search/Filter functionality in a lightning table without using jquery. Response from server side will be json

Json response: {"rows":[{"vals":[{"val":"Abc Corp","cssClass":""},{"val":"GROUPA","cssClass":""}, {"val":"Eitan","cssClass":"responsiveHide"}, {"val":"9","cssClass":"responsiveHide"}, {"val":"$18.9K",...
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0answers
69 views

Multiple filters for same field in wave:update

I'm developing a Salesforce Aura component that updates an existing Wave Analytics dashboard whenever something changes within the component. Those changes may affect same field with several values ...
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1answer
51 views

Need to find a method for an extension class that filters the a certain value of the current shown record

I am trying to find a method to query a certain dynamic value and make the results visible in the standardController. Background: we want to display all leads who have the same date field as the ...
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1answer
51 views

Automated Email Campaign with filtered data

In my current environment, we have multiple automated email campaigns setup in this way. For one such campaign, there is a designated source DE which will be only be growing on demand which contains ...
2
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1answer
115 views

How to make a Lightning Component in a Lightning record page visible to a subset of users?

I would like a single Lightning Record Page to have 2 components, each visible only to a specific set of users. There are a few users identified as 'beta testers' and one version of the component ...
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3answers
5k views

Filter in Related List using fields from related record

Here is the scenario - I am showing related orders in opportunity page layout by using related list lightning component. Order is having two record types - say A and B. In the Opportunity detail ...
1
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1answer
42 views

Enhanced Segmentation - Final send volume after exclusion

I'm busy building filtered data extensions using the new enhanced segmentation features, so that we can drag and drop segments in to our sends. So as an example I have created 2 filtered DEs, one ...
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1answer
214 views

preconfigure filter affecting widget with disabled apply global filters

I have embedded a wave dashboard on a visualforce page. In my dashboard I have charts that "Apply global filters is disabled". What happen is when I view the dashboard on the visual force page, and ...
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0answers
15 views

View my cases and all new cases (other owner)

as an agent I need to see the tickets I managed (the owner is me) and also the new tickets (other owner). I tried to filter in the lists of views but it doesn't allow me to do what I want. Any ...
2
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1answer
25 views

“Account Data Extension” with Account ID as proimary Key using for Order related Emails?

I created a "Account Data Extension" with AccountID as primary key, so every customer is just ones in the Data Extension. Now I want to send order related Emails/Journeys. Therefore I filter this Data ...
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0answers
346 views

Filter Data Based On Values Matching In Two Columns

Is it possible to filter data based on values in two columns matching in Einstein Analytics? For example, I have one column named BO Qty and another named Supply Qty. If BO Qty is 1 and Supply Qty is ...
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1answer
32 views

Filter in a 1:many relationship for one value only

we have two Data Extensions - DE1 one storing client's data and another one, DE2, storing information on with a 1: many relationship. We now need to filter on exactly one of the values DE2 Data. ...
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2answers
125 views

Filter Synchronized Data coming into Marketing Cloud

I am wondering if there is a way to filter data coming into marking cloud from Sales Cloud. I ask because I do not want to import Accounts that dont have email address associated with them as these ...
3
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1answer
174 views

Filtering SOQL results with optional conditionals

I am creating a web component that allows users to filter the results of some data based on some optional filtering fields. In SOQL, how do you handle returning results when a filter is not set? For ...
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1answer
41 views

Retrieve a Filtered Data extension with fields of both the data extension

We are using Data Relationships as a Data Filter to retrieve data from two data extensions, but the filtered data extension has fields only that of the source data extension. What must I do so that I ...
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1answer
387 views

System.QueryException: value of filter criterion for field 'CreatedDate' must be of type dateTime

Below my code, I want to pass date value as a parameter but I facing an error as below, message: System.QueryException: value of filter criterion for field 'CreatedDate' must be of type dateTime and ...

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