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: |
- 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 account 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 Account Name.
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For Bucket Field Name, enter Strategic.
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Click New Bucket and name the bucket IBM.
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Click New Bucket and name the bucket Dell.
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Click New Bucket and name the bucket HP.
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To show the available values, leave the Search
for values... box empty and click Search.
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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.
