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@@ -33,16 +33,16 @@ You can also refer to the table below for a detailed view of all tables material
|**Table**|**Description**|**Available in Quickstart?**
-----|-----|-----
-| [salesforce__manager_performance](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__manager_performance) |Each record represents a manager, enriched with data about their team's pipeline, bookings, losses, and win percentages. | Yes
-| [salesforce__owner_performance](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__owner_performance) |Each record represents an individual member of the sales team, enriched with data about their pipeline, bookings, losses, and win percentages. | Yes
-| [salesforce__sales_snapshot](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__sales_snapshot) |A single row snapshot that provides various metrics about your sales funnel. | Yes
-| [salesforce__opportunity_enhanced](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__opportunity_enhanced) |Each record represents an opportunity, enriched with related data about the account and opportunity owner. | Yes
-| [salesforce__contact_enhanced](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__contact_enhanced) |Each record represents a contact with additional account and owner information. | Yes
-| [salesforce__daily_activity](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__daily_activity) |Each record represents a daily summary of the number of sales activities, for example tasks and opportunities closed. | Yes
-| [salesforce__opportunity_line_item_enhanced](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__opportunity_line_item_enhanced) |Each record represents a line item belonging to a certain opportunity, with additional product details. | Yes
-| [salesforce__account_daily_history](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__account_daily_history) | Each record is a daily record in an account, starting with its first active date and updating up toward either the current date (if still active) or its last active date. | No
-| [salesforce__contact_daily_history](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__contact_daily_history) | Each record is a daily record in an contact, starting with its first active date and updating up toward either the current date (if still active) or its last active date. | No
-| [salesforce__opportunity_daily_history](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__opportunity_daily_history) | Each record is a daily record in an opportunity, starting with its first active date and updating up toward either the current date (if still active) or its last active date. | No
+| [salesforce__manager_performance](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__manager_performance) | This table provides performance metrics by manager, showing team level pipeline, bookings, losses, and win rates.
**Example Analytics Questions:**
• What is the correlation between a manager's team size and their total bookings performance this quarter?
• Which managers are struggling with pipeline conversion and would benefit from additional coaching or resources? | Yes
+| [salesforce__owner_performance](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__owner_performance) | This table provides an enhanced view of individual sales team members, including metrics around bookings, pipeline, losses, and win percentage.
**Example Analytics Questions:**
• How does quota attainment vary by sales rep experience level and territory?
• Which reps have high activity levels but low conversion rates, indicating potential training opportunities? | Yes
+| [salesforce__sales_snapshot](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__sales_snapshot) | This table provides a single-row snapshot of current and all-time sales funnel metrics.
**Example Analytics Questions:**
• Are we seeing seasonal patterns in our sales performance that should inform resource allocation?
• How does our current pipeline coverage compare to historical benchmarks for achieving quarterly targets? | Yes
+| [salesforce__opportunity_enhanced](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__opportunity_enhanced) | This table enriches opportunities with data about the associated account and opportunity owner.
**Example Analytics Questions:**
• Which industries or account types generate the highest-value opportunities and shortest sales cycles?
• Which opportunities have been open the longest and what intervention strategies could help close them? | Yes
+| [salesforce__contact_enhanced](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__contact_enhanced) | This table enriches contacts with information about the associated account and contact owner.
**Example Analytics Questions:**
• Do opportunities with multiple engaged contacts close faster or larger?
• Where are data hygiene gaps, such as opportunities missing a primary contact role? | Yes
+| [salesforce__daily_activity](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__daily_activity) | This table provides a daily summary of sales activities related to the creation and conversion of leads, tasks, and opportunities.
**Example Analytics Questions:**
• How does the mix of tasks versus events impact overall sales productivity and outcomes?
• Which days of the week or times of year show the highest conversion rates from activities to opportunities? | Yes
+| [salesforce__opportunity_line_item_enhanced](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__opportunity_line_item_enhanced) | This table showcases individual line items belonging to opportunities and adds associated product details.
**Example Analytics Questions:**
• What were the most popularly bundled products last quarter across different customer segments?
• Which accounts show early warning signs of churn based on historical patterns? | Yes
+| [salesforce__account_daily_history](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__account_daily_history) | This table provides a daily record of each account, starting with its first active date and extending to its last active date, or the current date if the account is still active.
**Example Analytics Questions:**
• How do account engagement levels fluctuate around contract renewal periods?
• Are there events or account updates that often precede churn? | No
+| [salesforce__contact_daily_history](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__contact_daily_history) | This table provides a daily record of each contact, starting with its first active date and extending to its last active date, or the current date if the contact is still active.
**Example Analytics Questions:**
• How do contact engagement patterns change throughout the sales cycle?
• How do contact role changes within accounts impact ongoing sales opportunities? | No
+| [salesforce__opportunity_daily_history](https://fivetran.github.io/dbt_salesforce/#!/model/model.salesforce.salesforce__opportunity_daily_history) | This table provides a daily record of each opportunity, starting with its first active date and extending to its last active date, or the current date if the opportunity is still active.
**Example Analytics Questions:**
• What are the typical progression patterns for opportunities that ultimately close-won versus close-lost?
• Which stage transitions take the longest and represent the biggest bottlenecks in our sales process? | No
**Note**: For Quickstart Data Model users only, in addition to the above output models that are Quickstart compatible, you will also receive models in your transformation list which replicate **all** of your Salesforce objects with the inclusion of the relevant formula fields in the generated output models.
### Materialized Models
@@ -270,6 +270,15 @@ vars:
- name: "salesforce__user_field"
```
+> **NOTE:** If you are creating a passthrough column that applies `transform_sql` to a field already included by default, you must capitalize the `name` value like such:
+>
+```yml
+ salesforce__lead_pass_through_columns:
+ - name: "Email" # instead of email
+ alias: "email_domain"
+ transform_sql: "split(email_domain, '@')[0]"
+```
+
### (Optional) Step 6: Adding Formula Fields as Pass Through Columns
#### Adding Formula Fields as Pass Through Columns
The source tables Fivetran syncs do not include formula fields. If your company uses them, you can generate them by referring to the [Salesforce Formula Utils](https://github.com/fivetran/dbt_salesforce_formula_utils) package. To pass through the fields, add the [latest version of the package](https://github.com/fivetran/dbt_salesforce_formula_utils#installing-the-macro-package). We recommend confirming your formula field models successfully populate before integrating with the Salesforce package.
@@ -277,7 +286,7 @@ The source tables Fivetran syncs do not include formula fields. If your company
Include the following within your `dbt_project.yml` file:
```yml
# Using the opportunity source table as example, update the opportunity variable to reference your newly created model that contains the formula fields:
- salesforce_account_identifier: "'my_new_opportunity_formula_table'"
+ salesforce_opportunity_identifier: "'my_new_opportunity_formula_table'"
# In addition, add the desired field names as pass through columns
salesforce__opportunity_pass_through_columns: