To change a list view’s filters, edit the list.
Required Editions
| Available in: All Editions |
| User Permissions Needed | |
|---|---|
| To edit list views: | Read on the type of record included in the list AND Create and Customize List Views |
| To create, edit, or delete public list views: | Read on the type of record included in the list AND Create and Customize List Views AND Manage Public List Views |
Note These steps work in Salesforce Classic. If you see the App Launcher icon (
) on the left side of the navigation bar at the top of your screen,
you're in Lightning Experience. If not, you're in Salesforce Classic.
) on the left side of the navigation bar at the top of your screen,
you're in Lightning Experience. If not, you're in Salesforce Classic. -
Click Edit next to the list view name.
If you see Clone instead of Edit, you don’t have permission to edit this list view. Clone the list view and save it under a different name, and then edit the cloned list view.
- In Specify Filter Criteria, change your Filter By Owner selection, if desired. Add or change the Field, Operator, or Value selections in Filter By Additional Fields.
- To apply your edited filters to the list view, click Save.
All users with access to the list view see the results of your saved changes.