Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

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
Index

Bucket fields


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.

Note

Fields available as bucket fields are Number, Percent, Currency, Picklist, and text fields.