Bucket fields in Salesforce
Using of
bucket fields we will categorize the Report Records without having Formula or
Custom fields.
We can add
upto five buck fields per an object and we can add 20 buckets.
Create a
bucket field, you define multiple categories (buckets) that are used to group
report values. We have created simple step by step instructions on how to
create this report.
We can group
by only Text, Number and Picklist datatypes.
Steps to create Bucket fields in
Salesforce:
How to
categorize the Reports based on the Salary.
Step 1:
Click on the Reports tab & New
Report,
Step 2:
Select the object, on which object
you want to create a report, I am planning to create a report on Location
custom object.
Step 3:
Double click
on the bucket fields
Step 4:
Specify your bucket field Name
(Salary Range) And your condition.
Step 5:
Go to report builder and create a
Summary report, and group by your bucket field and Name.
See the output.
Important points about bucket fields:
We can filter the bucket fields just
like our normal field,
Hope you like this topic
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