Create a Bucket field for Record Types

Salesforce does not provide a native Bucket field option for Record Types in reports. This article describes a workaround using a custom formula field that references the RecordType.Name field. Once the custom formula field is created, it can be used as a Bucket field in a Salesforce report. This allows you to group, filter, and analyze report data by Record Type using the standard Bucket Field feature.

Edition Availability

Bucket Fields are only available in Enterprise, Performance, Unlimited, and Developer Editions of Salesforce.

Workaround Overview

1. Create a custom formula field using the steps below.
2. Go to your report.
3. Add a Bucket Field using the custom formula field you created.

Create a Custom Formula Field in Lightning Experience

1. Click the gear icon.
2. Click Object Manager.
3. Click the object where you want to create the field.
4. Click Fields & Relationships.
5. Click New located on the right side.
6. Select Formula as the Data Type, then click Next.
7. Enter the name of the field in the Field Label.
8. Select Text as the Formula Return Type, then click Next.
9. Click the Advanced Formula tab.
10. Enter RecordType.Name in the text box, then click Next.
11. Select the profiles for which you want to grant access, then click Next.
12. Select the page layout that should include this field.
13. Click Save.

Create a Custom Formula Field in Salesforce Classic

1. Click Setup.
2. On the Quick Find box, enter the name of the object.
3. Click Fields.
4. In the Custom Fields & Relationships section, click New.
5. Select Formula as the Data Type, then click Next.
6. Enter the name of the field in the Field Label.
7. Select Text as the Formula Return Type, then click Next.
8. Click the Advanced Formula tab.
9. Enter RecordType.Name in the text box, then click Next.
10. Select the profiles to which you want to grant access, then click Next.
11. Select the page layout that should include this field.
12. Click Save.