Update Any Public or Role based Saved Search As an Administrator
Currently, only the owner of a saved search can edit Public and Role-based Saved Searches. However, with the new update, any admin user with the “Manage Interactive List Saved Search” permission will also be able to do so. This is especially helpful when the original creator of a public saved search is deactivated, as admins can now edit, rename, or delete such saved searches.
Here on you will also be able to audit the saved search changes. This audit report is available in the usual Audit Reports.
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Ensures Business Continuity:
When an employee who created key public or role-based saved searches leaves or is deactivated, other admins can still manage and update those searches—preventing disruption in team workflows and removing the need to recreate new ones. -
Improves Data Governance and Control:
Admins gain centralized control over saved searches, ensuring data visibility settings and search criteria remain accurate, secure, and aligned with company policies. -
Enhances Collaboration and Efficiency:
Teams can continue to use and refine shared saved searches without dependency on a single user, enabling smoother collaboration and faster access to relevant customer or sales data.
Steps to Enable and Configure
No additional steps to enable the Admins to edit any saved search.
However for enabling audit on saved searches follow this:
- Go to setup and maintenance > Search 'Manage Audit Policies'
- Click on Configure Business Object Attributes button > Select Product > Common CRM
- Under Object tree Query AM > Select SavedSearchAuditVO > Select and Add required attributes
- Click save and close
To read the audit
- Go to Tools > Audit Reports
- Choose a relevant date range,
- Select Product as Common CRM and Business Object as SavedSearchAuditVO
- Now click on search