August 2017
Beginner to intermediate
402 pages
8h 32m
English
So what is a bucket field? It is an incredibly powerful functionality offered by Salesforce in reporting. It lets you quickly categorize values for a field in a report without the need to have a custom formula field at the object level. When you create a bucket field, you define multiple categories into groups depending on the record values; this bucket field will not affect other reports or the object itself.
For example, you have the following values in the Account Type:
You need to categorize all account types containing Customer as Customer, all Account Type containing Partner as Partner, all Account Type ...
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