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- Go ahead and open any SAVED FILTERS accessible from the sidebar in the Search Salesforce screen.
- Click on Public share and you will get a confirmation message that filter has been successfully shared.
- You will also notice that the SAVED FILTERS will now have a globe icon attached to the filter name.
- In the example below
- Image 1: Shows the toggle to share the filter.
- Image 2: Shows the message once the filter has been shared.
- Image 3: Shows that the icon will change from the lock icon to a globe icon.
Editing a Saved Filter
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Only filter creators can make changes to the saved filter. Users who are not owners of the filter won’t be able to view the Save changes button. |
Click on a saved filter and modify any fields of the filter.
Click Save changes to confirm the changes made.