A Salesforce report is a collection of data based on the predetermined criteria that you provide. Bucket Field is a bucketing method that is used to classify the records from various reports. Let’s deep dive into the Salesforce Bucket Field and how to use it. Following are the topics we are going to cover in this blog:
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Let’s start off our blog by understanding what are bucket fields in Salesforce.
What is the Bucket Field in Salesforce?
The Bucket Field in Salesforce is a valuable feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level.
In reporting, a bucket is a custom category that you create. Bucketing is a Salesforce report and documentation tool. This eliminates the need to develop a custom field or a formula to accomplish your goal.
Salesforce Reports are used to produce data and show it in the form of Rows and Columns based on rules. But it does not allow the Salesforce bucket date field. In Salesforce, every report is saved in a folder. We have the option of making a folder hidden, shared, read-only, or read/write.
Salesforce Bucket Fields are used when numerous values of a field need to be categorized into one category. When you establish a Bucket Field report in Salesforce, you may aggregate several categories based on record data. This Bucket Field will not influence other Salesforce reports. In Salesforce, Bucket Fields are available in Tabular, Summary, and Matrix reports. Bucket Fields are not supported by Joined Reports.
This functionality is accessible in several Salesforce versions. Bucket Field Salesforce Lightning Experience, Classic, Developer Edition, Unlimited, Performance, and Enterprise are among the available versions. This reporting option is accessible in both Legacy Folder Sharing and Enhanced Folder Sharing.
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Go on and know how to create a Salesforce Bucket field with the help of image representations.
How to Add or Create a Bucket Field?
Bucketing allows you to easily categorize report records in Salesforce without having to create a Salesforce custom field or a bucket field formula. You establish several categories (buckets) that are utilized to categorize report information when you create a Salesforce bucket field. We’ve put up simple step-by-step instructions for creating this Bucket report in Salesforce.
If you follow these step-by-step instructions for establishing bucket fields in reports in Salesforce, you’ll be able to create one in no time.
Users with access to an account can establish a Salesforce bucket field that will hold buckets or report categories. You use these buckets to categorize and arrange the report data you create.
For each report that you wish to work with, you may add a total of 5 bucket fields. Up to 20 buckets can be placed in each bucket field.
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Adding a Bucket Column
To add or create a bucket field, follow these steps:
Step 1: Open the Dashboard and click on New Report
Step 2: A dialog box appears where you can choose your desired Report Type and click on Continue
Step 3: You will see the report like this, now suppose you want to add a Bucket Field by grouping the attributes in the Salutation field.
Step 4: Go to the left-aligned menu and click on the arrow near Columns and select ‘Add Bucket Field’ and double-click it. You may also start the bucket field generation process by dragging it to the report preview. You may also accomplish the same thing by using the column menu to choose a field in a report.
Step 5: Edit Bucket Field dialog box appears now click on Add Bucket to group the attributes
Step 6: We add our bucket values and give them names each. We also name our bucket too. In this scenario, a Male and Female bucket is added.
Step 7: Now we check our unbucketed values and add them to their respective buckets. For Females, we will add Mrs. and Ms. attributes.
Step 8: Similarly we add the Mr. attribute to the Male bucket.
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Step 9: Those attributes which cannot be grouped can be kept as Others by selecting the option ‘Bucket remaining values as Other’.
Step 10: Click on Apply and your attributes will be bucketed as required. Here you can see how the different Salutation is grouped and the Gender Bucket Column is shown.
Step 11: You must first choose the field’s type. Text bucket fields, picklist bucket fields, and numeric bucket fields are all available.
It’s worth noting that fields of other types aren’t yet supported. Remember that in Reports, a Salesforce bucket field is simply used to organize information.
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This is all about the process of adding a Salesforce bucket field. Now let’s take a look at the limitations of the Bucket field.
Edit the Bucket Column
Edit the report.
In Lightning Experience, from the report preview, click the more actions icon | Edit Bucket Column.
In Salesforce Classic, from the Fields pane under Bucket Fields, hover over a bucket field and click the Edit bucket field icon. Or in the Preview pane, click the bucket field column menu and select Edit Bucket Field.
The Edit Bucket Column menu opens.
Add, remove, or change buckets and bucket values.
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Delete the Bucket Column
Deleting a bucket column doesn’t affect the source fields. Deleting a bucket column from the report preview also deletes it from the Columns section. If you accidentally delete a bucket column, undo the delete action to retrieve it.
1. Edit the report.
2. From the report preview, find the bucket column you want to delete and click | Delete Bucket Column. Alternatively, find the bucket column in the Columns section and click X.
3. Click Save.
The bucket column is deleted.
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Bucket Field Limitations
When it comes to reporting, Salesforce bucket fields are very powerful; just make sure you’re aware of a few important limitations and needs when you’re setting them up.
- Per Bucket Field, the maximum number of buckets permitted is 20.
- Bucket Fields cannot be generated against Custom Summary Formulas.
- Per the report, there are a total of 5 bucket fields that may be used.
- Bucket Fields are only accessible for reporting snapshots if the source report is a tabular report.
- You’ll get a ‘The query is too complicated error if you go above the total Bucket Field limit (typically about 42-45 values for the entire bucket).
- Historical Trending reports do not allow for the creation of bucket fields.
- You can’t bucket the usual Record Type fields.
- When used as the ‘Group By’ field, buckets with values above 1,000 characters in aggregate will not display in dashboard components.
- Salesforce Bucket Fields cannot be reused in different reports; they can only be utilized in the report where they were created. If you want to utilize a Bucket Field in another report, you’ll have to re-create it or construct a new formula field for the item that is reliant on the bucket.
Here we have come to the end of this blog. Through this brief description of Bucket Field in Salesforce, We have come to know what exactly it is and how to add bucket column Salesforce lightning.
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