Skip to main content

Questions tagged [filters]

The tag has no usage guidance.

91 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
12 votes
1 answer
1k views

Filter empty date field in SF analytics api

Using the analytics rest api we need to add a filter to a date field to get only the records where this field is empty. In json: { "column": "Account.Date_Field__c", "operator": "equals", ...
user9876's user avatar
  • 121
2 votes
0 answers
117 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 ...
Talib's user avatar
  • 21
2 votes
1 answer
130 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 ...
jana's user avatar
  • 21
2 votes
0 answers
313 views

Salesforce1 : Report navigation with url parameters not working

I need to filter the records display on report according to the logged in user. Therefor I am using URL parameters as, (which works fine on SF classic) /{REPORT_ID}?pv0={LOGGED_IN_USER_NAME} But ...
Ima87's user avatar
  • 71
2 votes
0 answers
3k views

Refresh Filtered Data Extensions automatically

In our system we have a ftp-triggered automation that imports a file into a data extension that is the source for hundreds of filtered data extensions which will be used for sending (and of course ...
Jens J's user avatar
  • 21
2 votes
1 answer
60 views

Passing a personalize string in RetrieveRequest to get the data from DataExtesnion

I am trying to use the filter part and Retrieve Request to get the data from data extension. RetrieveRequest request1 = new RetrieveRequest(); request1.ObjectType = "...
CodeDiva's user avatar
  • 163
2 votes
0 answers
312 views

Filter Not Working For List

I'm trying to start using the Fuel SDK in Rails, but I can't seem to get a simple filter to work. Retrieving without a filter works fine, and returns the whole set (all 36 or whatever lists). I need ...
Rails Developer's user avatar
2 votes
1 answer
1k 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 ...
Chris Berghoff's user avatar
1 vote
0 answers
109 views

Field 'Passport_Number__pc' cannot be filtered in a query call

This might be a basic question. My SOQL is failing in Prod: [SELECT Id, Subject FROM Case WHERE Account.Passport_Number__pc =: value] Field 'Passport_Number__pc' cannot be filtered in a query call ...
d_k's user avatar
  • 1,291
1 vote
0 answers
425 views

TypeError: this.config.plugins.filter is not a function - sfdx package install command not working

I have updated the salesforce CLi with latest version 2.21.8. After that, i am installing the packing using sfdx package install commpand but i am getting below error. Warning: Plugin @salesforce/...
Kishan Vadaliya's user avatar
1 vote
0 answers
268 views

What is an alternative option to Audience Builder in Salesforce Marketing Cloud?

Our goal is to allow users within SFMC platform to be able to create audience / segmentation with drag and drop options (even if users are non-technical and got no experience with SQL). Current state: ...
kl2's user avatar
  • 353
1 vote
0 answers
89 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 ...
bgado's user avatar
  • 11
1 vote
0 answers
8k 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 ...
rickmac's user avatar
  • 783
1 vote
1 answer
897 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 ...
Franky Jiang's user avatar
1 vote
0 answers
220 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 ...
jesusbotella's user avatar
1 vote
1 answer
692 views

Lightning Filter Component

We are building a component that allow user to search for list of records. Was wondering if there is a standard filter component that can be applied with the possibility to apply multiple fields and ...
Vadim Egorov 's user avatar
1 vote
0 answers
348 views

Marketing Cloud - How to fetch click data from measures

I am trying to fetch click data in Data Extension from measures in Email Studio but getting an error in automation studio.. Firstly I created a measures in which the condition is Click Date is After ...
Vasudha Tandon's user avatar
1 vote
0 answers
144 views

Marketing Cloud Populations - and possible use cases

So far all Sales Cloud objects are synchronised via Marketing Cloud Connector to the Synchronised Data Extensions and have no relation to each other, meaning if we want to combine different objects in ...
Rain's user avatar
  • 5,775
1 vote
0 answers
97 views

Only show the Opportunity with the highest probability per Account in Report

Tried to summarize the probability field to 'Max' but it still shows all the opps under the account (+ the one with the highest one) I am using a standard 'opportunity' report - I do not want to ...
TheAdmin's user avatar
  • 355
1 vote
0 answers
53 views

Can we restrict the fields to filter in Products Lookup Dialogs?

Hi, In the above image of lookup dialog window of Products object(Standard), I have to filter the records by using filter by. Here I want only selected fields to be visible in the dropdown but not all ...
Seshu Paturu's user avatar
1 vote
1 answer
1k views

Wave Einstein Analytics filter relative dates in dataflow with filter node

I need to filter opportunities in my dataflow that have a date 'last month' to 'end of current year'. I cannot use filters in the sfdcDigest node as I am doing a couple of calculations later that need ...
Anna's user avatar
  • 11
1 vote
2 answers
514 views

Cross filter and custom report link

In custom report link, I can substitute the values in the filter using pv0, pv1 & so on.... but what if my filter rules include cross filer ? Will I still be able to use pv0, pv1 etc. E.g. ...
Ben's user avatar
  • 43
1 vote
0 answers
189 views

How to work with FilterActivity via SOAP API

I have some issues when I try to create a FilterActivity via API. In the Marketing Cloud I usually define a DataFilter, then from Interactions I create a Filter having that DataFilter as ...
Irina's user avatar
  • 11
1 vote
2 answers
127 views

Error in Inline Visualforce Page

I have summary report chart. which is to be displayed in visual force page. Report is geting displayed. but when I try to add filter criteria it shows Error [For the filter 1: Specify a valid ...
SFDC shaikh's user avatar
1 vote
0 answers
454 views

Creating Lookup Filter - Insert Field not showing field

I am trying to create a lookup filter from a custom object (FormProduct) to Product on the FormProduct object lookup field and set the criteria on a field on the FormProduct (ProductType__c) but this ...
Mattarm's user avatar
  • 11
1 vote
0 answers
153 views

Filter Count on each SOQL Data Category Passed to Query

I have the following query that returns the total count: SELECT Count() FROM X__kav WHERE PublishStatus = 'Online' AND Language = 'en_US' WITH DATA CATEGORY Foo_c AT (Bar_c, Baz__c) How would I ...
JH95's user avatar
  • 111
1 vote
0 answers
468 views

Dashboard filter for data sources with different objects

I have a large dashboard with info on Cases. This dashboard can be filtered by the Case Record Type field and this is good. Also, I have a custom object with some additional data which is explicitly ...
Dmitry Nikolaev's user avatar
1 vote
0 answers
90 views

Filtering dashboard by non-predefined date range

Is it possible in Salesforce to select non-predefined date range as a filter on a dashboard? The limitations I found are: Max 10 values available for one filter Max 3 filters Only predefined values ...
Bart Juriewicz's user avatar
1 vote
1 answer
364 views

What is the best way to build filtering functionality similar to Report filters in Salesforce using just visualforce

This is more of an architectural question. I am trying to build a filter function similar to what Salesforce has whereby I click an Add filter button and this displays a drop down. Based on the choice ...
sw6 - KTBFFH's user avatar
  • 1,381
1 vote
0 answers
217 views

In a report how do I add a filter of type String having comma seprated values e.g. 'Cats,Dogs'?

Salesforce considers 'Cats,Dogs' as 'Cats' or 'Dogs'. This link suggest putting the string value inside double-quotes, which I've already tried without any success.
Aryansh04's user avatar
  • 280
0 votes
1 answer
19 views

'Range' filter not showing in report

I want to use the 'Range' function on a Created Date field in a report. See the image below for reference: But I don't see the 'Range' function. See the image below: Is there anyway to bring the '...
MShal's user avatar
  • 31
0 votes
0 answers
41 views

Request Filter a Data Extension is using

I'm trying to retrieve the FilterDefinition a DataExtension is using but failing at it right now. I'm able to retrieve the source of a Filter via the FilterDefinition SOAP call but that only gives me ...
Pieter-Jan's user avatar
0 votes
0 answers
32 views

Show most recent description from Activity on Account

We have a requirement to show the most recent description from the associated Tasks to the Account Page , Lightening Record Page Component ( eg: select Description from Task where Description != ...
Vin's user avatar
  • 11
0 votes
0 answers
13 views

Dataself Dashboard filter not working

I'm using DataselfBi, which is a Tableau subsidiary service. I'm trying to add a dashboard as a tab in Salesforce and when I try to filter it using the {!Account.OwnerId} as a filter parameter, and ...
Eliezer Bautista's user avatar
0 votes
0 answers
33 views

Most efficient way to get opp. products with a certain line item schedule date

We have a screen flow (via button) that creates sales orders based on the month and year selected by the user. Currently, it builds the order with all products on the opportunity with a schedule ...
Alex's user avatar
  • 1
0 votes
0 answers
17 views

Sort Element - Can it work with/as a variable from GET to UPDATE

Situation. We are tidying up some flows so they use less GET's. We have one that gets a single highest value of the last 6 months. Previously we had a filter (for its requirements) then a descending ...
Stephen John cook's user avatar
0 votes
0 answers
40 views

Filter for List View Where 'Related To" is blank or Related to 'Intake'

I would like a Tasks View, in which the 'Relate To' field is either blank or the object that 'Relate To' is connected to is an 'Intake'. Is this possible? I think the problem is that 'Intake' isn't ...
Liz Gewirtz's user avatar
0 votes
0 answers
258 views

Different Record Count in two exactly reports but created on different dates

I have two reports created from the same Standard Report Type, using the same filters, one created in 2016 by a user who is no longer active, and another created today with my user, and I get two ...
Mónica's user avatar
  • 17
0 votes
0 answers
343 views

Is it possible to limit the fields you can filter on list views?

I ran into a very basic request at first that now I am struggling with, so hope to get my curiosity cleared with this query: I've limited the user's profile visibility in the Campaign object to not ...
Endrit Sino's user avatar
0 votes
1 answer
262 views

Report - Show Group if One Value Equals

I have a report where groups are listed with their various products: Group Number Product 1 One 1 Two 1 Four 2 One 2 Two 2 Three 3 Two 3 Four How do I filter this report to show only groups ...
user2597747's user avatar
0 votes
1 answer
916 views

Content Document Parent ID Salesforce

I am completely lost on how to populate a ParentID for Content Documents. I would like to find the parent record (custom object record) linked to the Content Document. I have easily sorted it in the ...
Victoria Aroworade's user avatar
0 votes
0 answers
947 views

How to assign multiple values to the filter value in list views through apex code

I've an requirement where I'm adding a new filter for the list views through apex code since we have 1000+ list views in prod. Below I've added a new filter where lead status not equal to closed and ...
Viswanath's user avatar
0 votes
1 answer
107 views

Fastest way to add a filter to many reports

I've been tasked with adding a filter to literally hundreds of reports in Salesforce. As you can imagine, this is a very cumbersome task. Currently I am simply clicking into each report and manually ...
Rahim Spencer's user avatar
0 votes
0 answers
423 views

For custom report types with one-to-many object relationship, how to filter *after* join

(NB: As per comments, this is specifically a technical question around Salesforce reporting capabilities.) Reports using the standard report type "Opportunities with Products" will include ...
Joe's user avatar
  • 1
0 votes
0 answers
2k views

How do I filter data related to selected field box in my lightning data table in LWC

Hello Guys._ Guys, I have an issue with my lightning datatable Current table The problem is when I want to show the data with the current broker selected, for example, if I select "Accurate ...
Alex Barón's user avatar
0 votes
0 answers
290 views

NOT IN filter does not work when querying External Object

I have an external object from which I want to retrieve certain values avoiding some other ones depending on certain conditions. The problem is that when I apply the NOT IN filter like in the ...
molinet's user avatar
  • 925
0 votes
1 answer
901 views

Looking for a solution to have more than 50+ filter values ​in Dashboard

I'm building a dashboard which will have Products as one of it's filters. And there are more than 10k different values while a standard dashboard filter can only allow 50 values. Is there any work ...
Kiran Pands's user avatar
0 votes
0 answers
616 views

Customize list filter

I have a list filter in dashboard there I have around 50 values. Now out of 50 there are five values which ‘Japan 20’, ‘Japan20’, ‘Japan2020’, ‘Japan-20’, ‘Japan_20’. Now in list filter I want to ...
manish's user avatar
  • 109
0 votes
2 answers
305 views

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 [...
Jayati Shukla's user avatar
0 votes
0 answers
126 views

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....
Paul Maine's user avatar