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  • Book Overview & Buying Mastering Salesforce CRM Administration
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

By : Gupta
3.1 (8)
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Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration

3.1 (8)
By: Gupta

Overview of this book

The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization’s Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce.
Table of Contents (13 chapters)
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Categorizing report data with bucketing


This process allows us to segment report data on the fly. It does so by defining a set of categories or buckets to sort, group, or filter records. Let's start with a business use case.

Say David Guzman is working as System Administrator at Universal Containers. He has created a summary report in the account object group as per the industry, as shown in the following screenshot:

At Universal Containers, they are currently using 31 industries. Their VP of Sales finds it very difficult to analyze the data. He or she wants to categorize industries in two parts: profit and non-profit.

Perform the following steps to create a bucket field for the preceding business requirement:

  1. Navigate to the Reports tab and click on the New Report button. Create summary report group by the industry. Next is step is to create bucket field for an industry, to do so navigate to Industry | Bucket this Field, as shown in the following screenshot:

  2. Enter  Industry Bucket Field...

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