Questions tagged [filters]

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how to write a query to filter the multiple input field of account

public with sharing class SearchComponent{ @AuraEnabled(cacheable=true) public static List<Account> getAccountList(String searchKey) { String key = '%' + searchKey + '%'; return [...
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21 views

Restrict duplicate entry in Journey Builder when there is a multiple order updates in trigger

We have scenario that, we are using Trigger Data extension in journey builder as entry source. Was planned to avoid duplicates. further we came to know that there multiple orders so using journey ...
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2 votes
0 answers
34 views

Filtering an Action button on a record based on active User

I am trying to display a Create a Record button only if the user looking at the page is the same user in a related user field. I currently have a formula checkbox field that is true if the active user ...
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2 votes
0 answers
18 views

Capturing Filter Data on Interaction Studio

We are trying to capture the filters a user clicks on in the website and use those filters to build some form of affinity towards certain products. We tried making it a user attribute and a product ...
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-2 votes
1 answer
29 views

Filter Logic Simplification Help

Is there a way to simplify the below filter logic as it exceeds what is allowed character wise in SalesForce? I tried (1 AND 2 AND 6 AND 7 AND (5 AND 9 AND 3 OR 4)) OR (1 AND 2 AND 3 AND 8 AND 10) but ...
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Creating a report based on Data Extension attribute?

My company has a Data Extension which gets updated daily and it consists of for example below: Name Product Product ID Weight Jason Banana 11111111 1kg Kim Apple 22222222 2kg There will be new ...
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1 answer
206 views

Filter list view on related object fields

I'd like to be able to filter list views with related object fields. Something that is easily feasible in reports, however I'd like to be able to do the same for list views. I have noticed in my org ...
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-2 votes
1 answer
31 views

Sortable and Filterable java script for visualforce table [closed]

I have a visualforce page which displays the activities (events, tasks, notes, files) from a account in a table. Some accounts have a huge number of activities and it would be comfortable to sort or ...
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-1 votes
3 answers
39 views

Want to differentiate between two Date/Time fields without involvement of second

I have one scenario where I have to display cases in report whose lastmodifieddate is greater than closeddate So everything is working fine but there is one issue I have a case and I closed it. In my ...
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Marketing Cloud Simple Query with filter Bad Request - Need Help

I am making the following REST GET call: https://{{et_subdomain}}.rest.marketingcloudapis.com/asset/v1/content/assets?$page=1&$pagesize=50&$orderBy=AssetType asc&$filter=AssetType.Views....
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1 answer
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Need help with Subquery in parent-child relationship query

I have a query where I have to query contacts and their cases only if case status != "Completed" or "Pending". But in my Parent-child query, cases are getting retrieved ...
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1 answer
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Can a created report automatically assign a subscription based on a specific filter within the report?

Can a created report automatically assign a subscription based on a specific filter within the report? For example, a report based on a ticketing system with case owners of the ticket(s) (which would ...
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1 answer
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Journey not firing when adding filters

I am trying to set up a journey that our patients start when their opportunity enters a certain stage. However, I want it filtered to a specific list of treatment options. When I leave off the filters ...
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1 answer
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Report Filter: Parent Case Number behaving oddly

This seems like it should be simple but I'm stuck - I don't know Salesforce very well so hoping someone here can help. I have a set of parent cases, and each of those has a number of child cases. ...
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-1 votes
1 answer
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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 ...
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2 votes
1 answer
90 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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3 answers
40 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 ...
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3 votes
1 answer
378 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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1 vote
0 answers
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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 ...
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-1 votes
1 answer
292 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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0 answers
11 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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  • 1
1 vote
0 answers
525 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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0 answers
31 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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  • 73
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0 answers
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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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  • 31
0 votes
1 answer
408 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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  • 687
0 votes
1 answer
107 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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0 answers
33 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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  • 65
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1 answer
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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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0 answers
32 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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1 vote
1 answer
78 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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0 votes
1 answer
31 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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  • 141
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0 answers
99 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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0 votes
1 answer
35 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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  • 97
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1 answer
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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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1 answer
38 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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0 votes
1 answer
70 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 ...
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  • 103
0 votes
1 answer
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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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0 votes
1 answer
3k 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 ...
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  • 25
0 votes
1 answer
501 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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0 answers
83 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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0 votes
0 answers
24 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 ...
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0 votes
1 answer
426 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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0 votes
1 answer
1k 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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0 votes
1 answer
27 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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0 votes
1 answer
159 views

Filter Logic for SF report

I keep receiving this error message when applying filters to my report.
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0 votes
1 answer
149 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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  • 1,151
0 votes
1 answer
207 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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1 vote
1 answer
547 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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0 votes
1 answer
3k 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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  • 466
2 votes
0 answers
56 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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