Questions tagged [filters]

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3k views

SOQL - Query for Last Name of Contacts

I am trying to query for Contacts by Last Name. I understand the error I am receiving, but I am unsure of the cause. I think one of the following might be the potential root causes: Name is of the ...
0 votes
1 answer
279 views

How to add custom filter in salesforce views

I have created a custom object in my org and showing a custom list view for that object. Salesforce provides filter option but it contains 2-3 steps, so I want to add a drop-down to filter the results ...
1 vote
1 answer
76 views

Partner Community Records Sharing

I have a custom object on which their is a look to Account. Now i want to show all records in Service Provider Community where Custom field Account is equals to service provider's Account. I am not ...
1 vote
1 answer
780 views

How to filter by territory name in Lightning Experience dashboard?

I have a dashboard that contains a report, which deals with accounts and territories (Enterprise Territory Management). I would like to add a dashboard filter for territory name, also known as label. ...
1 vote
0 answers
344 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 ...
8 votes
3 answers
3k 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 ...
-2 votes
1 answer
1k views

Filtering JSON api response in apex [closed]

I have a json response that is got from a customer search API. This response contains multiple customer which is got according to the search request criteria. I want to filter this response including ...
1 vote
1 answer
185 views

create query and filter option is gone?

We used to have query and filter options under interactions / query activities and both options are gone. Could you please clarify if there is a new way to create query or filters or this is due to ...
12 votes
2 answers
4k 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 ...
1 vote
2 answers
1k views

Deduplicate array in javascript based on id value in array

I have a array which is a collection of 2 arrays which has duplicate Id records how do I deduplicate these in javascript. Filter is my primary array to which I add opleidingfilter. Filter array ends ...
0 votes
1 answer
2k views

How to define a field value of an object in javascript

I have an iteration over the values of a picklist in a lightning component. It dynamically generates checkboxes for every value of this picklist. I want to be able to use the value of this picklist ...
0 votes
1 answer
480 views

Using Measures for Suppression of Subscribers

Weirdly I have not used Measures much. We have a requirement to not send an Email if the Subscriber has been sent that email in the past 2 days. Previously I have used the SendLog and we queried ...
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 ...
0 votes
2 answers
3k views

Query the "All Contacts" table in Mobile Connect?

Is there a way to query the "All Contacts" table in Mobile Connect? It seems the Filter does not have an filter parameter for not begins or any other way to include such search criteria.
-1 votes
1 answer
469 views

Filtering for dates in a lookup call via AMPScript

we need a date filtered rowset from a data extension in an user's email via AMPScript but the lookup function does not include a filter option. The rowset we want to retrieve shall have a greater (...
0 votes
1 answer
1k views

Can a List View be made that filters on Junction Objects?

My organization associates Users with Contacts. We have a custom junction object to establish a many-to-many relationship between Users and Contacts. We want to allow Users to filter the Contact list ...
0 votes
1 answer
300 views

Multi join filters

I would like to run a filter that involves data from more than one data extension. Eg. I have three Data Extensions A, B, C and I would like to filter A by an attribute of C but A and C have not ...
1 vote
0 answers
92 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 ...
0 votes
1 answer
507 views

Display filtered list in page layout

I'm trying to display a list of records related to the record being viewed on its page layout. I could see doing this either by embedding a filtered list report or by creating a custom related list ...
1 vote
1 answer
354 views

Help with filter logic

I'm trying to set up filter criteria which works, unlike what I have below. (1 AND 2) OR (8 AND 9) OR (1 AND 3) AND 4)) NOT (8 AND 9) OR (1 AND 5) NOT (8 AND 9) OR (1 AND 6) NOT (8 AND 9) OR (7 ...
1 vote
1 answer
404 views

Is it possible to create a complex filter with php FUEL SDK?

I currently using in my project: https://github.com/salesforce-marketingcloud/FuelSDK-PHP I don't find any documentation on how to perform a get with a complex filter: $myClient = new ...
2 votes
1 answer
982 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 votes
1 answer
98 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 [email protected], I can get this - ...
0 votes
2 answers
2k 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
1 answer
3k 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
2 answers
36k views

Filter NULL values in reports?

How can I filter out NULL values from within the reports editor for a text field?
0 votes
1 answer
193 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
1 answer
168 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 votes
1 answer
3k 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
1 answer
138 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 votes
1 answer
67 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 votes
3 answers
452 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
1 answer
2k 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 votes
1 answer
133 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
2 answers
258 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
0 answers
41 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
1 answer
182 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
1 answer
1k 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
1 answer
1k 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
1 answer
364 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
1 answer
189 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
1 answer
164 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 votes
0 answers
49 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 ...
4 votes
2 answers
2k 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
0 answers
125 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
1 answer
350 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
1 answer
5k 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
2 answers
502 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
2 answers
101 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
1 answer
73 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 ...