Questions tagged [filters]

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1answer
567 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
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1answer
39 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
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1answer
28 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 ...
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2answers
318 views

Filter on Einstein Analytics Dashboard in lightning page returns no result

Description: Einstein Analytics dashboards integrated into Lightning Pages with filters, come with 'Modified' and '+X filters' buttons on top. In the case below we have 15 Filters applied. 15 ...
3
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1answer
207 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 ...
1
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1answer
162 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. ...
2
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1answer
67 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 ...
1
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0answers
164 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 ...
-2
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1answer
349 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
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1answer
125 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 ...
0
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1answer
315 views

Filter a data extension in SSJS with SimpleOperator IN

I am trying to filter a data extension to only return certain rows via an SSJS automation. It works fine if I set the SimpleOperator to "equals" and the Value to a static value. What I really want ...
1
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2answers
329 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 ...
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0answers
95 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 ...
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1answer
1k 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 ...
4
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1answer
876 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 ...
0
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1answer
290 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 ...
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2answers
1k 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
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1answer
110 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
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1answer
299 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 ...
1
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0answers
27 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 ...
1
vote
1answer
155 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
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1answer
186 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 ...
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1answer
35 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 ...
2
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1answer
247 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 ...
1
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0answers
28 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
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1answer
89 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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1answer
355 views

Filtering records in a Napili Community Page?

I have a checkbox: Archive on a Custom object which gets checked on the records which were two hours old. I wanted to pull these records in a separate tab: Archived Records in a community page. I can ...
1
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2answers
4k views

Filter NULL values in reports?

How can I filter out NULL values from within the reports editor for a text field?
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1answer
112 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
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1answer
77 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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2answers
655 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
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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
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1answer
558 views

Wave Einstein Analytics filter relative dates in dataflow with filter node

I need to filter opportunities in my dataflow that have a date 'last month' to 'end of current year'. I cannot use filters in the sfdcDigest node as I am doing a couple of calculations later that need ...
0
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2answers
673 views

Filtering two Data Extensions against each other

I'm trying to create a filtered Data Extension where the source Data Extension filters out records using corresponding records in another Data Extension. Does anyone have any idea on how to do this? ...
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 ...
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3answers
293 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
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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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1answer
49 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 ...
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0answers
101 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
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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
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2answers
13 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
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1answer
214 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 ...
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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. ...
1
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3answers
7k views

Relative Date Value (THIS WEEK,NEXT WEEK,LAST WEEK)

I have below filter in List view for my custom object and client's locale is US English. Scheduled Date equals THIS WEEK List view retrieves all records with scheduled date from Sunday to Saturday....
1
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1answer
995 views

Filter Reports by the Time of their CreatedDate

I figured that the CreatedDate will not show the time in the reports section. So I made a DateTime formula field to take the value from CreatedDate. Now this shows the time value inside the reports. ...
4
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1answer
100 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....
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1answer
308 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
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1answer
76 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
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1answer
117 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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1answer
175 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 ...