Questions tagged [filters]

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1answer
629 views

Simple Automation studio question

Hi can anyone assist with some basic automation studio questions? I am new to Marketing Cloud but simply want to trigger an automated email send to those who do not open an email in 7 days time. i ...
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1answer
74 views

how to write formula filter and how use it in SOQL

Iam newbie to salesforce. Iam trying to write formula field for below filter: Filtered By: not (1 or (2 AND 3 AND 4)) 1. Price greater than "25,000" 2. SF greater than 20 3. PF Number not equal to 1 ...
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1answer
35 views

Case Auto Creation to disable from Noreply@saleforce [closed]

I've created a workflow with field on Case Object. Case:WebEmail not equal to noreply@salesforce.com but yet I'm still receiving cases created although the filter is set to eliminate the cases ...
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0answers
2k 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 ...
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0answers
142 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 ...
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1answer
969 views

Newly created field not appearing on object filter criteria

I've created a new field in the Order object, it's a text field that is filled with a Name from another custom object. I want to use the text field in the filter but it doesn't appear in the list of ...
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4answers
941 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 ...
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1answer
455 views

Trailhead - “Using the Report Builder” challenge. “Stage” field not available in reporting?

I'm doing trailhead "Using the Report Builder" module and I'm stuck on the challenge since I cannot add Stage as a Filter and I don't know wth is going on. Anyone went trough this?. Thanks!, Nahuel
1
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1answer
229 views

Remote Object Query Filter Criteria for Cross-Object Formula

So I am working to create a VF page that pulls a list of records from a custom object (Individual_Account__c) and I am also trying to filter this list of records based on a cross-object formula field (...
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2answers
252 views

How Do I Create an EmailSendDefinition That Uses a Filter?

I'm trying to create an EmailSendDefinition which makes use of a filter, but am getting the following exception: Exception occurred during [CreateEmailSendDefinition] ErrorID = 1719440099. I based my ...
0
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1answer
274 views

Java Fuel-SDK searching Data Extension for Email

We are using the Java Fuel-SDK 1.0.3 to select a row with a specific email address from a Data Extension. The existing documentation either says ‘Coming soon!’ or points to the Javadoc. While the ...
3
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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 ...
2
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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/...
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1answer
1k views

Exacttarget API how to create a filtered data extension

I already know how to create a data filter, I would like to know how to create a data extension with selected data filter via API call. It should create a new data extension with same schema as the ...
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1answer
93 views

Opportunity Notification based on Related Object

Our Opportunities have a related object, named Billing Schedules. These house individual billing entries for Opportunities. What I'd like to do is spawn an email notification using a workflow that ...
2
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2answers
112 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 ...
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2answers
2k views

Why doesn't lookup filter work on visualforce page?

I am trying to develop few look up fields on Visualforce page. Requirements: The first lookup field shows all partner Accounts. The second lookup field is filtered to show only Contacts associated ...
1
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1answer
2k views

Measures and filters

I'm trying to find who ever got and specific email 3 days ago. So I made a Measure: Event source: Sent Condition: Email name == 2015-11-11_Praeaktiveerede_kort_invitation I know I have sent 46 ...
1
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1answer
14k views

Filter logic with multiple conditions and depths

I am creating a report which must be match the following: Type = Minor Works AND (Stage: 05 OR 06 AND Stage Age >= 5) OR (Stage: 07 AND Stage Age >= 10) This is the filter I have created with ...
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0answers
382 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 ...
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0answers
65 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 ...
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2answers
39 views

Search on product when either area or customer is assigned and subsequently return the product in a search result - Not working

I have a search page with a search box which returns a product (Sku) based on the product name the user enters or the description of the product itself. With present code, the product is only ...
1
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1answer
2k views

Unable to filter out blank fields

I've read many topics, but still couldn't solve this problem: I need to create a report that shows number of activities on each account total AND also shows accounts with no activity at all. The ...
0
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1answer
312 views

Birthday campaign with Mobile connect(sms)

My team was working on a SMS birthday campaign which expected to use Mobile Connect and the Automation studio send out daily. So far we successfully fire the event hence the data extension in Email ...
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0answers
100 views

Salesforce Controller Test: getAccounts method not filtering by profile

I have a custom controller that is intended to return a results set to a visualforce page for customized viewing. It works fine in production. When building my unit test for this controller, however,...
1
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1answer
975 views

Customize result of of lookup field search

Can I customize result of a lookup field search? For example, I want to see only the contact related with an account. This account is selected by another lookup. Only way that I find is to flag the ...
0
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1answer
417 views

Report time filter based on two different fields

I am attempting to build a report filter for a custom object which shows contracts in my company. I would like the filter to allow me to show only the contracts which were opened (Open Date) within 30 ...
2
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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 ...
1
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3answers
2k views

Custom field lookup not returning all matching values for filter criteria

I have created a lookup field with required filter type that filters on specific criteria within the lookup objects. During testing I noted the lookup field only returning 1 value as an option when ...
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1answer
187 views

How to filter todays date from a timestamp field?

We have a field in a data extension with a timestamp value e.g. "2015-04-30 12:46". The data type is text. We would like to filter that column for todays date, preferably using a data filter (sending ...
1
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0answers
164 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 ...
1
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0answers
63 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
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1answer
50 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 = "...
1
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1answer
598 views

can i mass update/insert report criteria

we have built around 100+ reports and now I would like add a filter criteria to all these 100+ reports, is there a quick way to add the filter instead of going 1 by 1? Thanks.
1
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1answer
319 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
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1answer
820 views

Filter and search is not working

This is my first post .. Please Help me. Problem is i can update my selected data .. but search and filter fields are not working .. Please guide me how can i bind my wrap class with page reference ...
3
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1answer
445 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 (...
2
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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
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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?
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1answer
1k views

Report Filter for CloseDate is from Past Month

I have following Formula on my Validation Rules, I want to find out which of my Existing Records comes under these validation rules, So, I am creating Report for it. I am unable to FILTER Following ...
1
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1answer
1k views

Filtered related list in Salesforce

How to get a filtered related list in Salesforce? I know that we can get a custom Related List using PageBlock Table in a VF page but i don't know how to get hyperlinks around records in related lists ...
2
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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 ...
1
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1answer
282 views

How do I stop the creation of a particular object's records from appearing in my chatter feed?

I use a rollup app that creates a new rollup queue record every few minutes. Each time one of these records is created, it appears in my chatter feed. Is there a way to filter these out? I found ...
3
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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 ...
2
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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 ...
1
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1answer
152 views

Create new view on object with long text area type in filter

Here i want to create a new view on object tab. Whenever i click on create new view link and go inside. After that in filter drop down i can't find one filed Demoview(Long Text Area). Here i want to ...
1
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1answer
240 views

Standard Report Functionality - Are there Wildcard / Joker / Asterisk Characters?

Looking at https://success.salesforce.com/ideaView?id=08730000000YvuGAAS it seem, Salesforce has no * or % support at the standard reports. Is that true? Any workarounds without writing some APEX/...
1
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1answer
268 views

Filter and Query in Apex code?

I have made a custom rest endpoint which filters leads based on a Lead View: I want to use a Filter and a query, but it seems that when I apply the filter the query gets ignored, my current attempt is:...
3
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3answers
898 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 ...
5
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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 ...