Salesforce Advanced Administrator Certification Guide

Bucket fields

Numeric, picklist, and free-text fields can be further grouped into a kind of ranged formula called the bucket column. We can use bucket columns to group similar values into the same category, such as the level of interest of an account based on its annual revenue field or industry type (such as manufacturing or technology) when given the industry field of accounts.

To create a new bucket column, click on the down arrow icon on the column of the report preview panel you wish to alter and select Create Bucket Column. Then, create the buckets for the numeric field, as shown in the following screenshot:

Bucket column configuration ...