Bucket fields allow you to categorize values based on fields available in the report type. This means that you do not have to create custom formula fields for categories or the 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.
Salesforce CRM - The Definitive Admin Handbook
By :
Salesforce CRM - The Definitive Admin Handbook
By:
Overview of this book
Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Free Chapter
Organization Administration
User Management in Salesforce CRM
Configuration in Salesforce CRM
Data Management
Data Analytics with Reports and Dashboards
Implementing Business Processes in Salesforce CRM
Salesforce CRM Functions
Extending Salesforce CRM
Best Practices for Enhancing Productivity
Mobile Administration
Index
Customer Reviews