Edit and Delete a View

Edit a View

It’s easy to edit any view that you've created.

1. Select the view you want to edit.
   
2. Click the Edit link.
   

   Salesforce displays the view.

3. Edit the Filter Criteria if desired.
   
4. Change the Fields to Display if desired.
   

   You can also create new views from existing ones, by saving them under a different name--just like you might use the Save As command in Microsoft Word.

5. (Optional) Save the view under a different name:
   • Enter a new View Name
   • Enter a new View Unique Name
6. Click Save or Save As.
   

Salesforce saves and displays the view.