Questions tagged [filters]

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votes
1answer
280 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 ...
0
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1answer
92 views

Can i automate the process of filters?

I have a data extension in which I have 2 columns: Email CategoryType The CategoryType column gets data like this: Category A, Category B, Category C So for email test@test.com, I can get this - ...
0
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2answers
731 views

Global Search Filter Error: Picklist value does not exist

I have set up a global search filter on a custom object that includes the Record Type field. This allows our users to filter down results by Record Type. However, when choosing one of the Record ...
0
votes
1answer
2k views

Exacttarget - Sending email to filters VS sending email to filtered data extension

I would like to send emails to a group of subscribers. I would like to filter them from the data extension subscriver_all, where all my subscribers are. From what I know there are two ways of doing ...
1
vote
2answers
5k views

Filter NULL values in reports?

How can I filter out NULL values from within the reports editor for a text field?
0
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1answer
117 views

How to find out the number of subscribers who match criteria?

I have Marketing Cloud synchronized with Sales Cloud for sending email communications, therefore I have all data in sync Data Extensions. When creating an audience for an Email Send, I would like to ...
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 ...
0
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1answer
1k views

Create a Complex Filter Definition via SSJS

I am looking to do a 'Create Filter Definition' (to initially create these filters) and then an iterative 'Update Filter Definition' to mostly automate our constantly changing campaign requirements - ...
0
votes
1answer
51 views

Timing out or taking forever? RE: Journey Audience Filter

I have a Data Extension called [Users] that is 3.4MM records. I am applying filters from linked data extensions. The result should be about 4,300 records (as pulled from a query). When I test ...
0
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1answer
49 views

Is it possible to have degrees of separation with data relationships? [closed]

I have three data extensions: Member Info, Policy Info, and Event. Member and Policy DE's are related on a field called Account ID. The Policy and Event DE's are related on a field called Policy ...
0
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3answers
318 views

Filtering a Query

Is it better to create a query with filtering within the query to populate a data extension - or - do you create a query and then create a filtered extension based on your parameters? My use case is ...
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 ...
0
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0answers
109 views

Data Filter on time

I have a data extension with a date field. I want to create a filtered data extension that filters data for the past hour. Can I create a filer that filters on the time part of the date field?
0
votes
1answer
66 views

Combine FTP and Sales Cloud data through Data Filter?

This Marketing Cloud setup is integrated with Sales Cloud via Connect and FTP import activity. So there are Contacts in separate DE's that are from FTP and there is data from SF via Synchronised Data ...
0
votes
2answers
14 views

How to use user custom field value in custom object field in filter in Reports?

I am Trying to create a report on Object__c, I have custom field(projectName__c) value on the current user. So while creating the reports, I am planning to filter like below:. Object__c....
0
votes
1answer
267 views

How to use user's custom field value or current user record value from parent(i.e: custom-obj) (single user having single record) in report filter?

I am creating a report on Object1__c. I have more than 3 users in my account. When I create a report, I am trying to filter with the value of current user's custom field value. User is the parent ...
0
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0answers
37 views

How to filter views with referring user?

I am trying to create list Views. I have 3 objects User, Object2 and Object3. Object2 having lookup with user & object3 having lookup with Object2. I save the object2 record with the user. ...
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....
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 ...
1
vote
1answer
974 views

De-duplicating when sending to data filters?

When I send to a data extension, I get the 'de-duplicate subscribers by email address' checkbox, which is great. However, you can't do that when sending to a data filter. Anyone know how you might? ...
0
votes
1answer
316 views

Relationships for data extensions in Journey Builder and Filtering

1.) Relationships for data extensions that are configured in the contact framework within the contact builder are only applicable for consumption within the journey builder. 2.) If you intend to ...
0
votes
1answer
79 views

Send an email every week on the new subscribers

I would like to send an email every week to the new subscribers to my newsletter. I want to use an automation and I am a bit lost between "data filter", "data filtered extension" and "filter". What ...
0
votes
1answer
120 views

Query/Filter based off dynamic content sent in 1 send

I have a welcome email, which dynamically (through AMPScript) shows one content to users who have already subscribed, and a different content to new users. Now I want to add a drip two of my ...
0
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0answers
41 views

Custom Tab / Visualforce / App To Filter Multiple Fields / Columns?

I desire to have a flat single table/object of data, where we will filter, field by field, until we end up with one record. Think: Inventory (see the screenshots from Excel). In Excel: I'm talking ...
3
votes
2answers
669 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<...
0
votes
0answers
43 views

Workflow Rule - CreatedDate Filter for Implementation

I'm in the process of implementing a SFDC release for our client. I've created a workflow rule that creates start and stop times when certain changes are made to a record. The tasks occur in a ...
0
votes
1answer
170 views

dependent lookup doesn't work when the dependent inputField not displayed on layout

For Case object there are two input fields Account and Contact. I want the Contact inputField lookup to show only contact that belongs to Account inputField value chosen for this Case Referring ...
0
votes
1answer
4k views

Individual Column Filtering - Show 'All' in drop down and add a label to the filter dropdown

I'm using the following code to add filtering on one column in my datatable: "initComplete": function () { this.api().column(4).every( function () { var column = ...
1
vote
2answers
270 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. ...
0
votes
2answers
71 views

Help with report - optimize report filter logic

Need to amend a report from my predecessor that will show all the tasks which are created by a user but not assigned to them (and vice versa) e.g. Created by MR A and Assigned to MR B - NEVER Created ...
0
votes
1answer
47 views

Filter in Visualforce Table not functioning

I tried to integrate a filter in the column "Status" of my Visualforce table. However, I can see the header now, but the table does not return any results for the body. I think it has to do with the ...
1
vote
2answers
2k views

Filter on Visualforce Table

I would like to filter the column "Status" of my table by selecting a value in a pick list which is integrated in the column header: Markup <table class="list" border="0" cellpadding="0" ...
1
vote
1answer
603 views

API SOAP: Method retrieve, combine 3 or more filter conditions

I am trying to apply 3 filter conditions to a soap call to get DataFolder info. Single conditions are (as SimpleFilterPart elements): <Filter xsi:type="SimpleFilterPart"> <Property>...
0
votes
1answer
1k views

Question on Measures and Data Filters in Marketing Cloud

I have an email which is sent as triggered send in Journey Builder. A few days into this being active, I noticed that one of the links was wrong (too many http:// notations) and so I changed the ...
0
votes
1answer
114 views

Salesforce Reporting - Show Record if Related Records are All True

I am trying to do reports on Contact and Account. I'm trying to create a filter to show an Account if all the related contacts has a field named "Important" set to false. Right now, I just have ...
1
vote
1answer
56 views

Initial term of field expression must be a concrete SObject

I want to replace a workflow field update with an APEX method to update the fields. The reason being is that I want to be able to add months to a date field and with formulas it only allows days to be ...
0
votes
1answer
124 views

Issue in Filtering Analytic ReportChart in VF page

I am trying to filter my report chart embedded in a VFpage based on AccountID. My VF code is as below <apex:page standardController="Account" sidebar="False" showHeader="False" > <...
2
votes
0answers
220 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 ...
1
vote
1answer
532 views

Napili Community: Filter Groups List Based on Custom Criteria?

Problem: Our Napili (Customer Service) community site utilizes custom components and Salesforce's out-of-the-box "Page Variations" functionality to render different page variations and different ...
1
vote
1answer
730 views

Duplicate a Filtered Data Extension

We a Filtered Data Extension, the original thought was to create additional Data Extensions from this Filtered Data Extension (basically functioning like a template) so the filter criteria didn't have ...
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&...
1
vote
1answer
67 views

How to create a report of zip code of 6 digits?

I have a requirement to create a report that will filter and display all Address from Account that have a zip code of 6 digits. Can someone help me to achieve this?
0
votes
1answer
110 views

visualforce data table displays previous values while using filter?

I am using Visualforce data table to display account records.I am also using alphabetical filter to display account records based on the alphabet selected .while doing so if I press "A" it results in ...
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, ...
0
votes
1answer
244 views

Conditional SOQL queries in RForcecom

I am trying to construct a SOQL query to filter records in salesforce by product category, year and reporting period, using the R package RForcecom (read more about RForcecom here). At the moment, ...
0
votes
1answer
53 views

Scheduling Data Filter, then Schedule Email to Send Using it's Data Extension

I have 4 data filters that my previous supervisor created. We have been manually running all 3 filters daily, then sending the data extension after. I am looking to schedule the data filter to run/...
0
votes
1answer
424 views

SSJS row retrieve keeps pulling 0 length

I am building a SSJS data extension row retrieve filter to pull out the values a person scored on a survey for certain areas. This is all taking place on a landing page in the SFMC microsites feature (...
0
votes
2answers
681 views

How to create a random data extension that can refresh?

I have a DE that holds all of the subscribers to our email newsletter. What I need is a filter that will randomly take one subscriber from the DE and move it to a different DE. Most importantly, I ...
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´...
0
votes
1answer
719 views

SFMC Filter Activity - Date + -

When creating a filter in the Marketing Cloud, say when filtering a Data Extension, you can base any of the statements in the filter off of a date field. The question I have relates to when using the ...