Create Bucket Fields in Salesforce Reports

While working as a Salesforce developer for a retail company with stores across various states.

The company’s management team wants to evaluate the distribution of accounts (stores) across different geographic zones: North Zone, South Zone, East Zone, and West Zone. However, no existing field categorizes the accounts into these zones based on location.

To solve this issue, I will explain how to create bucket fields in Salesforce reports.

Table of Contents

What is the bucket field in Salesforce Reports?

In the Salesforce report, we can group the values together according to specific criteria without creating a formula field on the object level. It categorizes data in a specific way rather than depending on the built-in categories for a field.

Bucket columns can be created in different reports, such as tabular, summary, and matrix reports, in Salesforce. Using the report builder, we can add, edit, or delete bucket columns in private and public reports.

Bucket Field in Salesforce Example

Let’s take an example to help you understand the bucket fields in Salesforce reports. Let’s say you have a field called Revenue that contains different values for our customers’ revenue.

By creating a bucket field based on revenue range, you could group those values into categories such as 18000-25000, 26000-35000, 36000-48000, and so on.

Salesforce Bucket Column Limits

Below are some considerations that you should take care of when you move to create a bucket field in Salesforce:

Bucket fields are only visible in the object in which it is created.
It means that if we create a bucket field in a report, it can’t be used in other reports or in other parts of the Salesforce object.
The maximum number of buckets permitted is 20 in each bucket field.
It is not possible to generate bucket fields using custom summary formulas.
There are a total of 5 bucket fields that can be created in the report.
If you exceed the overall bucket field limit, we’ll receive an error message saying that our query is too complex.
Bucket fields cannot be created for historical trending reports.
The standard record-type fields cannot be bucketed.
Buckets with aggregate values beyond 1,000 characters will not appear in dashboard components when used as the Group By field.
Grouping data into buckets can sometimes lead to a loss of information or inaccuracies.
Bucket fields can only group data based on certain criteria, such as range or size.
Not all data types in Salesforce can be used to create bucket fields.

Create a Bucket Field in Salesforce Report

Below are the steps to create a bucket field in a report in Salesforce.

Navigate to the Setup page, click on the App Launcher for the Reports, and click on it.

how to create bucket field in salesforce report

Click on the New Report button to create a new report.

Choose the Category, then select the Report Type and click on the Start Report button to create a report and create a bucket field on it.

Click on the Outlines Tab, expand the dropdown next to the Columns, and then select the Add Bucket Column option.

Enter the Bucket Name. It will appear as the column name on the report for the bucket, for example, Zone. After that, from the left-hand side, select the desired field whose data you want to categorize, for example, Billing State.

Then, click on the Add Bucket button to group the fields. To enter each field, click on the Add Bucket button. For example, add the Northern Zone and Southern Zone, etc.

Next, you have to check unbucketed values and move them to the buckets that we have created by clicking on the Move To button. Select the option Bucket remaining values as Other to keep the remaining non-bucketed values.

Last, click on the Apply button.

You can see how the different Zones are grouped, and the Zone Bucket Column is shown.

How to Create Bucket Fields in Salesforce Reports?

In this way, you can create a bucket field in Salesforce by following the above steps.

Conclusion

I hope that by now, you have understood the Bucket fields in Salesforce and how they can be used in Salesforce reports. By following the above steps, you can create a report in Salesforce Lightning and Salesforce Classic with the added Bucket field column.

You may also like to read the following Salesforce tutorials.

Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.