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Enter Values for Text Buckets

Enter Values for Text Buckets

A text bucket field needs a descriptive name and two or more buckets containing text strings.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing and Legacy Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Legacy Folder Sharing
Create and Customize Reports

AND

Report Builder

Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder

If you know the exact value you want to bucket, you can use the Enter Values function to quickly bucket it without searching. This is useful if your report has a large number (such as millions) of values and searching for a value is slow. You can also use this method to enter and bucket values that may appear in your report later.

In the Edit Bucket Field overlay for a text field:

  1. Click Enter Values.
  2. Select the bucket where you want to move the values. If you select New Bucket, enter a name for the bucket.
  3. Type one or more values in the box. Enter multiple values on separate lines.
  4. Click Move.
 
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