Questions tagged [filters]
The filters tag has no usage guidance.
295
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60
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How to sort the Activity Panel by Profile/User on an Account?
I am a relative novice with the Salesforce interface and platform itself so if I misuse some terminology, I apologize. In my current role, I am undertaking the challenge of learning APEX and one of ...
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1
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1k
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How do I add "Closed/Lost" as filter option for opportunity status?
Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
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5k
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Filter lightning list view using current user
Is there a way to use a lightning view filter to only show records for the current user? This filter did not allow for the non-mobile
Reviewer Assigned equals $User.ID
results in 'The value $User.ID ...
- 713
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20
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SOQL query filter by value of another column [duplicate]
I am trying to make an extremely simple query where I filter the result based on the result of two columns.
Ex:
SELECT x, y FROM coordinates WHERE x > y;
So far I didn't found any example of how ...
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824
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Is it possible to use GetRecords saved in Record Collection variable as filter value for another GetRecords
Let's say there is need to retrieve Users with particular Profiles. Of course we shouldn't use Ids and we got Record Collection with Ids according to Profiles Names. Can we somehow use this variable ...
- 807
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415
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LWC handling search to unfilter
I am new to LWC development. I have a problem with handling search on a reverse. Meaning, handling backspace and delete made by the user. When the user types the product name, it will execute the ...
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45
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Creating a Filtered Data Extension from Account Record Type Filed in Sales Cloud?
I need to segment audiences in Marketing Cloud based on the Account Record Type in Sales Cloud. With the Contact Object and Account Object the Account Record Type field is not available in Marketing ...
- 65
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490
views
Filter Lock Missing on Default Report Filters
If I create a new report with report type "Oppportunities", the default filters Show Me, Close Date, Territories, Opportunity Status and Probability cannot be locked. If I add new filters, ...
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68
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Filter Logic Help
Folks,
I can't get the filter logic below to return the desired output. I have a lead (albeit a merged lead) that meets 8 and 9 but isn't being included in the report.
((5 OR 6 OR 8) AND 1 AND 2 AND 3 ...
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1
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1
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328
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Is there a built-in way to filter product search results based on customer group?
Additional context: most responses I've seen to similarly asked questions either here, or on unofficial salesforce slack channel seem to imply that "custom code" is the solution. After some ...
0
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1
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422
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Is possible to deactivate the possibility to edit filter in a report in the Lightning experience?
Is possible to deactivate the possibility to edit filter in a report in the Lightning experience? Or at least "lock" every filter?
Our users does not create/edit/delete a report. Some of ...
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769
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Best Practice: Using Id or Name in Filter Criteria and Formula Fields
We're working in an Org that uses Ids in Filter Criteria and Formula Fields to dictate logic based on Record Types. When you refresh a sandbox, it maps the correct Id to the correct record type id and ...
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1
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102
views
Create report where created date is 2020
How can I add filter on report where record created date is 2020? I mean I want all the records that were created in the year 2020. I tried many formulas like YEAR() -1 and YEAR() = 2020 but nothing ...
- 127
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1
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100
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This page has an error - lightning inputs
I'm making a component that renders filters based on any sObjects, to render records based on those filters. The component renders, depending on the type of the filter (boolean, number, with options) ...
- 843
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89
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Filter Logic Help Please
When I run my report with the below filter logic, it will only return 1 AND 2, but not 3,4,5. I am sure it has to do with my parenthesis, any thoughts? I would like to be able to return either 1 and ...
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1
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175
views
WHERE condition in FeedTrackedChanges subquery
I'm trying to get information about when a specific field is changes in the Contact table using FeedTrackedChanges.
I cannot use the list format that the table returns for FieldName, OldValue and ...
- 103
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106
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How can I created filtered rows in SFMC to get data from past week?
I'm looking to filter my DE on the basis of data added.
For instance, today is 9 September. I want to filter all data that was added from 1 September to 8 September (i.e., last week), what are the ...
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5k
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Filtering the list return from apex method and display in LWC
What I'm trying to do is to filter the results that return from a apex method.
I had a custom object named Customer with custom fields: Type and Name. So I used the following apex method to do the ...
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977
views
Handling an 'Error: Generic Exception' in Marketing Cloud
How would you solve this issue?
When I try filtering my data extension holding all my subscribers using a StoreID to filter for subscribers relating to a specific store I get the Error: Generic ...
- 529
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227
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Connecting Contacts when Email Addresses Match but Subscriber Keys do not in Multi-Org
Trying to get ahead of the curve at my Company and we are in the process of connecting multiple CRMs to our Marketing Cloud. So my question is how do we connect contacts that we know are the same ...
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70
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Filtering users out in a journey via values housed in separate DE
GOAL: Create a API event journey that filters users out based off of values passed in the API call when compared against matching values in matching fields in a separate data extension.
I have a ...
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778
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Leads, Territories and Dashboard filter in Lightning Experience: impossible combination?
In Lightning Experience I have created a dashboard that displays a number of Account and Opportunity reports. These reports themselves do not apply any filtering on Territories, but the dashboard does....
- 3,848
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30
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Process builder, false positives on multi select pick list
Using process builder I am channelling new leads to relevant campaigns based on a multi select pick list. (I know they are not considered best practice but this one is now ingrained in our org beyond ...
- 206
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601
views
Filter Logic for SF report
I keep receiving this error message when applying filters to my report.
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257
views
How to add a property to all users to check in a visibility filter?
We're using visibility filters on our components as a way to show and hide components. If someone has a specific permission set, like "new feature pilot permissionset," we use that to show a component ...
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429
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"Lock" option not available in the report filters of classic environment
Salesforce classic environment does not have the option to lock the filters in the report but in the lightning environment we can lock them.
What is the way to lock the filters of the report in the ...
- 43
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1
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826
views
Using lightning:listview's filter as a standalone component to query records
Is it possible to use the filter logic of the lightning:listview as a standalone component to query records? I am trying to use these queried records to generate events for fullcalendar. Or another ...
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58
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Exclude domains from sends on child business unit level [duplicate]
Working as a Marketing Cloud marketeer in a franchisee setup with 170 child business units I'd like for the franchisee marketeers for every child business unit to be able to always exclude certain ...
- 529
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101
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Apply filter on SentEventObject using Marketing cloud Soap call
I am trying to apply filer condition on the SentEvent Object.Initially I was getting error related to Bad request. But now the API call is not failing but then I am not getting the filtered data here. ...
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112
views
How to generate a stringset of s stringset with unique values
I have a string Set with a set of strings which is a combination of timestamp a recordid.
How do I create a new string Set in a neat way with only the records with the latest timestamps
Example:
...
- 2,294
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120
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Custom filter based on data extension
we have a data extension with some user status asigned to identificators.
Is it possible to make a filter shows only the possible values of that field based on a DE with those ids and its meaning ...
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459
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Hide an empty list filter in Einstein analytics dashboard
I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values.
Thanks
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784
views
Filtered Data Extension bug
I have an issue when applying filters in a Data Extension for a few days ago. Basically it doesn't work.
For example, if I did a filter from a Data Extension adding the criteria 'Email is not null' ...
- 1,029
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2k
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Report Filters filtering only by created date
I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
- 837
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2
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2k
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how to filter the collection used in aura:iteration
I would like to have a filtered version of a collection as the source data of an aura iteration. Basically, something like this:
<aura:iteration items="{! v.myList.filter(element => ....) }" ...
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881
views
Data filter and Measure to give recipients who opened a specific send
I usually work Automation Studio and SQL Activities to build my recipients. But I have been tasked to learn how to build simple segments using Data Filters and Measures. And now I am already confused ...
- 630
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141
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Create the look filter for custom field in lighting
I have created the custom case component for the community and I have to apply the lookup criteria to create a filter to limit the records available to users.
In my salesforce org (standard case ...
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1
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2k
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How to Refresh an existing Filtered Data Extension without Filter Activity / Automation?
I know that there is the process to create a filter definition, a filter activity and then have these run inside an automation to automatically update filters.
But this means that you need to ...
- 30.2k
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48
views
Can I create an AND and OR filter and apply that to a data extension
I'd like to create a Data Filter that has AND and OR conditions in it, like
x AND y AND (a OR b OR c)
I'm unable to merge two filters. Is this feasible?
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2
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1k
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Can't pass 'greater than' or 'less than' operators in reportFilters via url
I have a lightning component that redirects to a custom report passing filters via url. This component is working inside a community and, as far as I know, you need to generate your url with a '...
- 835
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74
views
Filter data by year w/o changes to SOQL?
Trying to filter data that is returned to me by the termination year. If any data that is pulled and has a termination date older then five years I do not want it to show up.
public static List<...
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152
views
Create a filtered list using 2 or more tags - MobilePush
We want to create a filtered list with few rules that contain few tags. I have a contact with a "fishing" tag and a "boating" tag, and another contact with only a "fishing tag". I want to create a ...
- 307
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1
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172
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Send a Second email to subscribers that didnt open 1st email sent via automation studio
I need to create an automation to:
1- Send and Email (from a created email template) to subscribers and informations from a Data Extension DocCobranca.
2- After 2 days has passed I need to make a ...
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2
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774
views
Data Filters and Measures Error for Unique Opens
I am having an error when trying to implement a data filter using a measure I created. I am implementing this filter to create a filtered data extension. Here are the details:
I am using a data ...
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2k
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Journey Builder Goal Criteria Error
I am creating a new version of an existing journey that I have as I noticed an error with the way contacts pass through (see image below):
The fluctuations of populations did not make any sense. I ...
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610
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Filter Opportunities with Contacts Report by Fields on Contact Lookup field
I'm looking to create a report of Opportunities with some native Opportunity filters. These Opportunities also have a custom Lookup field pointing to a Contact: Project Contact.
In the Opportunities ...
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1
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1k
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Search/Filter functionality in a lightning table without using jquery. Response from server side will be json
Json response:
{"rows":[{"vals":[{"val":"Abc Corp","cssClass":""},{"val":"GROUPA","cssClass":""},
{&...
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193
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Multiple filters for same field in wave:update
I'm developing a Salesforce Aura component that updates an existing Wave Analytics dashboard whenever something changes within the component.
Those changes may affect same field with several values ...
- 111
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52
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Need to find a method for an extension class that filters the a certain value of the current shown record
I am trying to find a method to query a certain dynamic value and make the results visible in the standardController.
Background: we want to display all leads who have the same date field as the ...
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94
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Automated Email Campaign with filtered data
In my current environment, we have multiple automated email campaigns setup in this way.
For one such campaign, there is a designated source DE which will be only be growing on demand which contains ...
- 75