4.2 Buckets and Conditional Formatting - Salesforce Reporting Crash Course скачать в хорошем качестве

4.2 Buckets and Conditional Formatting - Salesforce Reporting Crash Course

Watch the whole course for free on YouTube:    • Salesforce Reporting Crash Course   If you go to the Columns in the Outline section of the report editor, you can click the drop-down button to add a Bucket. Buckets allow you to group different values together that aren't exactly the same. For example, if you group your report by opportunity owner, you could have a Brian grouping, Lauren grouping and Ben grouping. But let's say you want to compare your West Coast team (Brian) to your East Coast team (Lauren and Ben). You can create a bucket called West Coast team that includes all Brian groupings and a bucket called East Coast team that includes all Lauren and Ben groupings. Buckets are most often used for grouping products. In the lower right corner of the report editor is a button for Conditional Formatting. It's similar to buckets and you can add color to make data visually stand out.