You are here:
Text Bucketing Example: Strategic Accounts
Use a text bucket to sort accounts into general categories that you can act on.
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: |
|
- Create or edit a standard account report, making sure at least a few records appear in the report.
- In the Fields pane of the report builder, double-click Add Bucket Field or drag it into the report.
- For Source Column, select Account Name.
- For Bucket Field Name, enter Strategic.
- Click New Bucket and name the bucket IBM.
- Click New Bucket and name the bucket Dell.
- Click New Bucket and name the bucket HP.
- To show the available values, leave the Search for values... box empty and click Search.
- Select values and drag them into the appropriate buckets.
- Enable Show unbucketed values as “Other”.
- Click OK.
See Also
Did this article solve your issue?
Let us know so we can improve!
