Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Tableau Semantics
Set a Primary Name Field

Set a Primary Name Field

Before setting the Primary Name Field, think about:

Required Editions

Available in: All editions supported by Data 360. See Data 360 edition availability.
User Permissions Needed
To create a primary name field:

Permission set:

  • Data Cloud Architect

AND

Semantic Models object

  1. In Data Cloud, on the Semantic Layer tab, select the semantic model.
  2. In the Semantic Model Builder, click the table or logical view to open its metadata.
  3. Identify the field that you want to set as the Primary Name Field. In the action menu next to its name, click Edit Properties.
  4. In the Primary Name field, select the requested field or start typing its name to find it.
  5. Apply your change.

You can Reset to the default field, or change your setting, after considering the applications on the Analytics Agent answers.

 
Loading
Salesforce Help | Article