How to Edit a List View?

How to edit a List View?

As a salesforce user, you can create and customize your list views. 

You can customize your list view to put forward specific criteria. 

  1. When the list view is created click on the list view settings
  2. Click on “Edit a 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 fields, which relate to the columns and so the criteria you want to see, or not.
  4. Then select or add the filter(s) you want to appear, or not, in your list view

Edit Listview2


    • Related Articles

    • How to create a New List View?

      See your list of records with the filters you want by creating a list view.  To create a new list view, it is more than simple:  Click on the settings Select “New”  Define the name of your list view  Choose who might be able to see your list view: ...
    • Kanban

      Thanks to the Kanban view, discover a visual summary for a selection of records.It will help you to work efficiently and keep your deals moving forward. What is a Kanban? A Kanban is a visual system managing your work in the course, gathering your ...
    • How to edit my Password?

      When logged in, you can choose to edit your password. Click on your personal menu Select settings Select “Change My Password Follow the password instructions to chose a new password Save your changes before leaving the page Need some more help? Watch ...
    • How to edit an Existing Contact?

      As salesforce user, you might edit your contacts and their information when needed. Keeping updated contacts allows you to be more efficient while managing your business. Click on Contacts Select the contact record you wish to edit You are now able ...
    • How does the Navigation and Tabs work?

      Navigate easily through Salesforce thanks to the tabs and links at the top of each Salesforce page.      If you are looking to a specific record, as for instance a client name, you can search this specific record in the quick find box Looking for ...