How To Create Bucket Fields In Your Salesforce Reports

How To Create Bucket Fields In Your Salesforce Reports

By admin March 5, 2014
Blog, Salesforce Development 0

Another great question has been asked to our Salesforce developers. The question was “how do I use bucket fields in my Salesforce reports?”

Bucketing lets you quickly categorize report records without creating a formula or a custom field within Salesforce.When you 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.

If you follow these step by step instructions for creating a bucket field in your Salesforce CRM:
Step 1 – In the report tab click on the “New Report” button

Step2 –Select a “Lead”and then create a new report
Step3 – Here you will find the bucket field in the top of list of fields

Step4 – Add this “Bucket Field” into your report

Step 5 –Here you will get a popup window called “Edit Bucket Field”
Select the lead status in your source column

Click on the “New Bucket” button, create your criteria field “Open – Working”. Select two criteria “Open And Working” status

Step6 – Move this field into “Open And Working” Criteria

Step7 –Same process for close –converted and closed-Not converted field

Create a “New Bucket Closed” and drag these two closed fields into your closed bucket field

Click “OK” and then select the report as a “Summary Report”

Step8– Lastly you will get your report which is separated on the basis of “Open-working” and “Closed” status of bucket field

We hope this step by step walkthrough has been beneficial for some Salesforce users or administrators. As always if you have any questions or need any help, please feel free to reach out to the team at Mind Digital Group for all your Salesforce development needs.

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