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
|
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Create or edit a standard accounts report, making sure
at least a few records appear in the report.
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In the Fields pane of the report builder, double-click Add Bucket Field or drag it into the report.
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For Source Column, select Industry.
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For Bucket Field Name, enter Industry Types.
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Click New Bucket and name the bucket IT.
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Click New Bucket and name the bucket Bio Tech.
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Click New Bucket and name the bucket Telecom.
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Select values and drag them into the appropriate buckets.
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Enable Show unbucketed values as “Other”.
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Click OK.
