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            Picklist Bucketing Example: Industry Types

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            Picklist Bucketing Example: Industry Types

            Use a picklist bucket field to sort your accounts by their industry.

            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
            1. Create or edit a standard accounts report, making sure at least a few records appear in the report.
            2. In the Fields pane of the report builder, double-click Add Bucket Field or drag it into the report.
            3. For Source Column, select Industry.
            4. For Bucket Field Name, enter Industry Types.
            5. Click New Bucket and name the bucket IT.
            6. Click New Bucket and name the bucket Bio Tech.
            7. Click New Bucket and name the bucket Telecom.
            8. Select values and drag them into the appropriate buckets.
            9. Enable Show unbucketed values as “Other”.
            10. Click OK.
            Edit Bucket Field dialog with the three buckets configured

            See Also

             
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            Salesforce Help | Article