How to Edit a List View

How to Edit a List View

As a salesforce user, you can create and edit your List Views by adding or removing columns and specifying criteria. 

  1. On the Home Page, click on 'Accounts' and a list of 'Views' will appear. Here click on the List View that has been created but you wish to edit. Click on the 'List View Settings'
  2. On the drop down menu, click on 'Edit List Filters' to select the filters or the fields to display in the list viewEdit Listview 
  3. You can also choose “Select Fields to Display” to add or delete columns on your list view.  This will allow you to add further criteria to your list. 
  4. Then select or add the filter(s) and click on 'Save'. This list view will then update to show you the refreshed results. 

Edit Listview2


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