Questions tagged [filters]

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12
votes
1answer
600 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", ...
11
votes
2answers
2k views

How to Report a Salesforce Issue

While creating report in Salesforce, we can add the date filter to filter the records. This is allowing from date as today and to date as past date. The Salesforce should throw validation error in ...
11
votes
2answers
2k views

Lightning - retrieve picklist values available for RecordType

How can I show only picklist values allowed for a specific Record Type? For example: Case.Status values are "Pending", "Open", "Closed" Case RecordType1 only allows the Pending value Case ...
7
votes
3answers
2k views

ENTERING_MANAGED_PKG logging level

I want to debug a test method, but the debug log is mostly taken up by "ENTERING_MANAGED_PKG" lines. In the Setting Debug Log Filters page, it suggests that this line is only shown if "Apex Code" is ...
6
votes
1answer
967 views

Is Lookup Auto-Completion really restricted to recent items?

We are using the Salesforce search setting "Lookup Auto-Completion" which provides auto-completed options as-you-type in lookup filters on your visual force pages. The suggested results that pop-up ...
6
votes
1answer
834 views

Default Asset lookup field in Cases doesn't display every Assets

One of our user noticed that the default Asset lookup field in the Case isn't displaying every Asset tied to an Account in our organization. I verified that there were no lookup filter preventing ...
5
votes
2answers
4k views

Is there a way to filter rows in an Apex:DataTable?

I've been playing around with an Apex:DataTable in the past few days and would ideally like to find a way to filter out rows from the table: Without using a controller and SOQL query to feed in a ...
5
votes
1answer
187 views

How to get user's permission sets in Data Repeaters filters

I have custom field (multiselect picklist) on Question object, which we use to filter the displayed records in accordance with his permissoin sets. On visualforce pages it's implemented using SOQL ...
5
votes
1answer
1k views

How can i use Now as a time filter in reports?

How can i use Now as a time filter in reports? I need to look at records whose scheduled time < Now. How can i build this?
5
votes
1answer
441 views

SOQL query in managed package doesn't filter objects

I have a SOQL query in my Apex code similar to this: List<My_Packaged_Object__c> myMethod(Set<Id> targetIds) { return [ SELECT id, name, lookup_field_a__c, lookup_field_b__c, ...
4
votes
1answer
9k views

How to use ORDER BY and GROUP BY together in the same query

I am trying to retrieve a list of LoginHistory for a bunch of users, but only want the most recent LoginHistory for each user. I have been trying this query, but I keep getting an unknown parsing ...
4
votes
1answer
103 views

Why Salesforce REST API List View Describe Method returns extra values in columns list?

When I try to execute this request GET /vXX.X/sobjects/{sobjectType}/listviews/{queryLocator}/describe which is described in documentation https://developer.salesforce.com/docs/atlas.en-us.api_rest....
4
votes
1answer
1k views

How to use Contact Builder Data Model and Data Filters for Email Sends?

Thanks in advance for any advice! Imagine we have an All Subscribers list and a few data extensions with the following attributes: All Subscribers => Subscrber Key, Email Address, First Name, Last ...
4
votes
1answer
1k views

Variable returning undefined in javascript function

I have a lightning component with an array of checkboxes which are loaded dynamically where I select a field on account as a criteria. For test purposes I used Billingcity. The filter works for this ...
4
votes
1answer
592 views

How we can find that particular object has “Notes and Attachments” related list in it

I need to find that if selected sObject has included "Notes and Attachment". Is it possible through sObject Describe? I need to filter all sObject in organisation by availability of "Notes and ...
4
votes
2answers
3k views

Visual Force lookup Filter

I have a custom visual force page that let you create a new custom object. In this page there i have a custom lookup to choose the contact. Do you know if it's possible add a Filter condition to the ...
3
votes
1answer
88 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 ...
3
votes
1answer
82 views

How to create List View for Service Contract with only My Records?

I want to create a custom list view for showing only my created records. As in Account or any other sobject there is an option of "Filter By Owner:" under "Step 2. Specify Filter Criteria" section but ...
3
votes
3answers
899 views

Custom object list view filter criteria does not return results

This is a pretty basic question but I have a list view that I created on a custom object that should be returning results but is not. Object B has a lookup field to Object A,. So lets say I have 2 ...
3
votes
4answers
3k views

How to have 2 tabs for the same object, with different default filtering?

At our company, we want to create 2 tabs for the same object and call them differently. The object in question we want to use is the Opportunity object. By default, we want one of the tab to only ...
3
votes
1answer
670 views

Can i filter records in a report with a criteria similar to limit n on SOQL?

I have a report pulling out multiple child records, grouped by parent, where i want just the first child record based on created date/time. In SOQL i would use "order by CreatedDate and limit 1". ...
3
votes
2answers
492 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
3
votes
1answer
245 views

Filters/Decision Splits for specific rows in a Data Extension (when Contact/Subscriber has more than one row)

When a Contact/Subscriber has multiple rows in a Data Extension, I need to be able to filter and make decisions based on a specific row (i.e., the row that qualified them for the current entry into ...
3
votes
2answers
672 views

Advanced APEX: Dynamic Filters to apply within a loop

I'm not sure if this is possible but I'm hoping an APEX ninja can help me with something I want to attempt. I have a class called Process and at different entry points I intend to make a List<...
3
votes
1answer
3k views

How to create a Wave dashboard list filter?

I want to use a Wave dashboard in a page layout, and I want to pass a parameter to the dashboard, to use as a filter. The documentation states "To filter by a dimension, be sure to create a list ...
3
votes
1answer
1k views

SOAP API: Applying filter to a retrieve data from a data extension

I am trying to apply a filter to a soap call to get some data from a data extension below is the example soap body. <soapenv:Body> <par:RetrieveRequestMsg> <par:RetrieveRequest&...
3
votes
1answer
6k views

Advanced Filters on Related list

We'd like to be able to create filters on related lists (like creating custom views). For example, we would like people to have the ability to filter out contacts that we've marked as Inactive when ...
3
votes
1answer
447 views

SimpleFilterPart on date fields (EventDate)

I'm currently using the Java bindings of the Partner API to extract unsubs, clicks, bounces and other events. This is working as expected, however I'd like to slice my requests by a date range (...
3
votes
1answer
501 views

Filter for partner user

I have a lookup on Account, this is a lookup to a Account which related to Contacts who are Community Users. I want to create a filter for Account lookup so that it only show the related to Contacts ...
3
votes
1answer
620 views

View a Dashboard by Different Years

I have created a Sales Dashboard that shows information on Fiscal Year. However, I need the same Dashboard to display data for previous years as well. I tried to use a filter on the Dashboard, but ...
3
votes
1answer
206 views

custom lookup filter using GeoLocation

Does anyone have any experience of creating a "roll your own" look-up filter? Essentially i'd like to be able to use the new geoLocation functions to restrict the options available to the user e.g. ...
2
votes
3answers
1k views

Adding filters to my page

I am creating a visual force page which display Opportunities: <apex:page standardController="Opportunity" recordSetVar="opportunities" tabstyle="opportunity" sidebar="false"> <apex:...
2
votes
2answers
2k views

Is it possible to create a filter using LastModifiedDate < LAST 30 MIN ??

I have a custom object which is updated very often. I need to create a lookup filter to avoid records where updated before 30 min ago. I was trying something like:
2
votes
4answers
947 views

How do I delete data from a large-volume custom object in Sandbox

We have a Sandbox environment with storage limit 2 GB, while alone Order_item__c storage amount is 1.8 GB. We are trying to delete the record using the filter Year<=2013 from ...
2
votes
1answer
1k views

Can I create an index on a field to speed up searching?

I have a large table (10's of millions of records), I want to be able to filter reasonable quickly, can I create an index on a field to help speed up fitlering?
2
votes
2answers
6k views

Can i compare two fields in report?

I need to compare if a certain date/time field is greater than/less than another date field. Can this be done in a report without calculating the same using formula/boolean fields?
2
votes
1answer
281 views

Creating relationships between custom objects with data from dataloader

I've been going through this for nearly a week and can't figure it out - any ideas are appreciated. I'm trying to create a relationship between two custom objects that will eventually be populated ...
2
votes
2answers
1k views

Better way to parameterize Salesforce reports

I have created a new Salesforce report, added AccountID in the filter and left it blank. Then while generating the report url I append pv0 at the end with AccountID https://mydomain.salesforce.com/...
2
votes
2answers
6k views

Increasing Dashboard Filter Option Limit

Is there a way to get around the Dashboard limit of 10 options per filter? Our use case is that we have around 60 users that we'd want to be able to see the Dashboard from their perspective, and the ...
2
votes
1answer
28 views

How To Filter Recurring Last 3 months from a specific start date?

My company uses salesforce and have introduced OTE targets determined every 3 months. This started in May 2018. I want a filter that displays the current OTE data. The commands 'LAST 3 MONTHS'. 'LAST ...
2
votes
1answer
649 views

Journey Builder Wait Period Dates

I can't seem to find any documentation on whether wait periods of days are based on calendar date or full 24 hour periods of time. If I have a scenario where after entry I have a wait period of 2 days ...
2
votes
1answer
3k views

De-activating a Dashboard's running user removes all the Dashboard Filters. Can I recover?

You know how when you're editing a Dashboard, there's a "View Dashboard As: " field on the top right of the page? Well, for several of our dashboards a previous admin had created, she had been listed ...
2
votes
1answer
574 views

Exacttarget send an email with a filter

I currently have a vb.net app that allows to send an email using (TriggeredSendDefinition) The problem I have, is that I need a specific date from a DataExtensionObject. I created a filter and I don´...
2
votes
1answer
1k views

Standard Report Functionality - Is it possible to filter by formula

Looking at the standard report functionality, it seems not to be possible to filter by formulas defined in the report itself (I don't mean formula fields defined on the object). Is this really not ...
2
votes
1answer
1k views

Filtering in Related List

We are looking for a Filtering option in the Related Lists. As We understand, there is NO Out of the Box or configuration mechanism in SFDC to filter the Related Lists. (Though we have Sorting Option ...
2
votes
1answer
207 views

How to use a List or Data Extension to filter another Data Extension?

I have a scenario where I need to filter out (or remove) records of a Data Extension that exist in other Data Extension. In SQL would perform a NOT EXISTS. As I need to create an external process ...
2
votes
2answers
469 views

SimpleFilterPart: today's date minus 180 Days

I have to create DataFilters using SOAP API, therefore I have to define FilterPart using Java code. I can create this properly using UI and define filter as: profile attributes match "Last Purchase ...
2
votes
1answer
2k views

Is the “filtered lookup fields per objects” limit a hard one?

In our software we have a somewhat generic object which is extended by douzens of record types (we tried to somewhat simulate object oriented class extension/inheritance). We now reached the "You ...
2
votes
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 ...
2
votes
1answer
69 views

How to use subscriber status in a filtered group

I am trying to update a filtered group, which is filtered on "All Subscribers". I want to exclude subscribers with status "Unsubscribed" from All Subscribers which cant be selected in the filter, when ...