Bucket fields

Bucket fields allow you to categorize values based on fields available in the report type. This means you do not have to create custom formula fields for categories or segmentation of values if they are only relevant in reports. For example, sales managers can bucket or group opportunities by size based on amount, support managers can age cases based on days opened, and sales reps can group accounts into strategic accounts.

Note

Fields available as Bucket fields are Number, Percent, Currency, Picklist, and text fields.

Get Salesforce CRM - The Definitive Admin Handbook - Fourth Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.