Questions tagged [filters]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
2
votes
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/...
0
votes
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 ...
0
votes
1answer
94 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
votes
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 ...
1
vote
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
vote
0answers
387 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 ...
1
vote
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 ...
1
vote
1answer
979 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? ...
-1
votes
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
vote
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
votes
1answer
314 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 ...
0
votes
0answers
102 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
vote
1answer
988 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
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 ...
0
votes
1answer
419 views

Object Filter in SSIS Salesforce Source

I need to move all records from salesforce to a DWH using SSIS. After the initial run I need to move only the records that either got inserted or updated after the last run into SFDC. I learnt that ...
0
votes
1answer
1k views

SOAP API: Applying filter to a retrieve data in Apex

I generated Apex code from the ExactTarget SOAP Api: Exacttarget Wsdl URL I am trying to make webservicecallouts using apex to retrieve "SentEvent" for an specific subscriber. Using SOAPUi it works ...
0
votes
1answer
429 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 ...
1
vote
1answer
1k views

Show only previous Business Day on a report

I am attempting to show the previous Business Day's new Accounts in a report. I am unable to simply use Yesterday as the filter because Monday will then show Sunday results, not Friday. The only ...
-2
votes
1answer
190 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
vote
0answers
166 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
vote
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
votes
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
vote
1answer
609 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.
0
votes
1answer
417 views

set dashboard filter by record type

i have multiple dashboards and i would like to know how can i add dashboard filter by record type? I don see this option in my filter list. I tried added a formula field in my Account & ...
1
vote
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
vote
1answer
838 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 ...
2
votes
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?
2
votes
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 ...
3
votes
1answer
457 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 (...
0
votes
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
vote
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 ...
1
vote
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 ...
1
vote
1answer
290 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 ...
2
votes
1answer
577 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´...
1
vote
1answer
154 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 ...
2
votes
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
vote
1answer
246 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
vote
1answer
277 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
votes
3answers
924 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 ...
2
votes
1answer
1k views

Filtering in Related List

We are looking for a Filtering option in the Related Lists. As We understand, there is NO Out of the Box or configuration mechanism in SFDC to filter the Related Lists. (Though we have Sorting Option ...
5
votes
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 ...
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&...
12
votes
1answer
618 views

Filter empty date field in SF analytics api

Using the analytics rest api we need to add a filter to a date field to get only the records where this field is empty. In json: { "column": "Account.Date_Field__c", "operator": "equals", ...
3
votes
2answers
513 views

Filter on Accounts that currently have one product but not another

I need a report that will list out all of our Accounts currently under contract and use one product, but do not have another. I feel like there might be an easy way to do this and that I am possibly ...
1
vote
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 ...
1
vote
2answers
1k views

Creating a field for Account Team Members

Does anyone know of a way where I can get all of the account team members into a custom field on the account page. So if John Doe and Jane Doe were on Account ABC, is there a way I can get those names ...
3
votes
1answer
514 views

Filter for partner user

I have a lookup on Account, this is a lookup to a Account which related to Contacts who are Community Users. I want to create a filter for Account lookup so that it only show the related to Contacts ...
1
vote
1answer
240 views

Multi-Record list button run from a list view filtered by Topic causes NoAccessException

I have added a multi-record list button to the Contact object that forwards the selected records to a custom VisualForce page that is defined below. <apex:page standardController="Contact" ...
2
votes
1answer
208 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 ...
0
votes
0answers
99 views

In a report how do I add a filter of type String having comma seprated values e.g. 'Cats,Dogs'?

Salesforce considers 'Cats,Dogs' as 'Cats' or 'Dogs'. This link suggest putting the string value inside double-quotes, which I've already tried without any success.