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Edit and Delete a View

How to Edit and Delete a View in Salesforce

Edit and Delete a View

After you've created a view in Salesforce, you can edit it or delete it.

Edit a View

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

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

    Salesforce displays the view.

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

    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.
    Edit a View

Salesforce saves and displays the view.

Delete a View

If you find that a view is no longer useful, it's easy to delete it.

  1. Select the view you want to delete.
    Delete a View
  2. Click the Delete link.
  3. Click OK.
    Delete a View

Salesforce deletes the view.