More specifically, a salesforce documentation and report tool are called bucketing. If you're familiar with salesforce reporting, you probably know that a "Bucket" is another name for a user-defined category. The next step is to build buckets that will arrange records into ranges that you designate as "Large," "Medium," or "Small." You can filter, sort, and group your report using bucket fields like any other.ĭo you want to get certified and build your career in Salesforce? Then enroll in " Online Salesforce Certification Training" this course will help you to achieve excellence in this domain. Bucketing is already accomplished using numeric, picklist, and text fields.īucketing enables you to rapidly classify report entries without developing a formula or creating a custom field. You can include up to five bucket fields in a single report, each of which can include up to twenty buckets.
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