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          Primary Name Field

          Primary Name Field

          The Primary Name Field represents the table record. A meaningful Primary Name Field is essential for the Analytics Agent to provide clear and accurate answers, improving data clarity and effective communication.

          For example, in a customer service center, setting the 'Case Subject' field as the Primary Name Field helps users quickly identify the main topic of each case record. The Analytics Agent’s responses to questions on this table will display each record on a separate row, based on the case subject.

          It's important to distinguish the Primary Name Field from the Primary Key field.

          • The primary key is the unique identifier for a table record.
          • The Primary Name Field provides the main table record name for display purposes.
           
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          Salesforce Help | Article