Questions tagged [filters]
The filters tag has no usage guidance.
87
questions with no upvoted or accepted answers
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",
...
- 121
2
votes
0
answers
849
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 ...
2
votes
0
answers
102
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 ...
- 21
2
votes
1
answer
114
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 ...
- 21
2
votes
0
answers
297
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 ...
- 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 ...
- 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 = "...
- 163
2
votes
0
answers
287
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 ...
1
vote
0
answers
65
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 ...
- 11
1
vote
0
answers
6k
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 ...
- 723
1
vote
1
answer
849
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 ...
- 13
1
vote
0
answers
200
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 ...
- 111
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 ...
- 11
1
vote
0
answers
338
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 ...
1
vote
0
answers
141
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 ...
- 5,680
1
vote
0
answers
87
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 ...
- 335
1
vote
0
answers
52
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 ...
- 57
1
vote
2
answers
488
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.
...
- 43
1
vote
0
answers
185
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 ...
- 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 ...
- 717
1
vote
0
answers
445
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 ...
- 11
1
vote
0
answers
148
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 ...
- 111
1
vote
0
answers
446
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 ...
- 571
1
vote
0
answers
83
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
...
- 2,345
1
vote
1
answer
352
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 ...
- 1,381
1
vote
0
answers
176
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.
- 282
0
votes
0
answers
32
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 ...
- 11
0
votes
0
answers
111
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 ...
- 13
0
votes
0
answers
142
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: ...
- 317
0
votes
0
answers
145
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 ...
- 954
0
votes
0
answers
141
views
Is there a way to transfer filter values between different analytics dashboards that are on different lightning tabs?
We currently have different analytics dashboards embedded in aura tabset components. There are also different lightning tabs with the same aura tabset component layout/function that also have multiple ...
0
votes
1
answer
134
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 ...
- 101
0
votes
1
answer
459
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 ...
0
votes
0
answers
512
views
"The request body is either invalid or incomplete."
I'm using the analytics studio to build a dashboard right now. I put 2 reports about campaign influence, that I created via "Reports", one for customers and one for prospects. I want to put ...
- 1
0
votes
1
answer
830
views
Dashboard filter is ignored/not working on Einstein/CRM Analytics Dashboards embed in lighting page
I embedded an analytics dashboard in a lighting page by following the steps in this article: https://www.salesforceben.com/how-to-embed-analytics-dashboards-in-salesforce-lightning-pages/.
As I would ...
0
votes
0
answers
93
views
Filter available Case Contacts from the Account Contact relationship table
We would like to filter Contacts available to a Case to be based on an Account-Contact association to the Account referenced in the Case.
Example: Contact Bob is associated to Accounts A, B, C, D. ...
0
votes
0
answers
690
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 ...
0
votes
1
answer
32
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 ...
0
votes
0
answers
310
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 ...
- 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 ...
- 21
0
votes
0
answers
232
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 ...
- 867
0
votes
1
answer
609
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 ...
0
votes
0
answers
537
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 ...
- 109
0
votes
2
answers
283
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 [...
0
votes
0
answers
103
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....
0
votes
1
answer
213
views
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 ...
0
votes
0
answers
48
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 ...
- 65
0
votes
0
answers
74
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 ...
- 1
0
votes
1
answer
486
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 ...
- 149
0
votes
0
answers
803
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 ...
