Update/add data model questions

README.md

@@ -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)     |Each record represents a manager, enriched with data about their team's pipeline, bookings, losses, and win percentages.<br><br>**Example Analytics Questions:**<br>• What is the correlation between a manager's team size and their total bookings performance this quarter?<br>• 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)         |Each record represents an individual member of the sales team, enriched with data about their pipeline, bookings, losses, and win percentages.<br><br>**Example Analytics Questions:**<br>• How does quota attainment vary by sales rep experience level and territory?<br>• 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)               |A single row snapshot that provides various metrics about your sales funnel.<br><br>**Example Analytics Questions:**<br>• Are we seeing seasonal patterns in our sales performance that should inform resource allocation?<br>• 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)  |Each record represents an opportunity, enriched with related data about the account and opportunity owner.<br><br>**Example Analytics Questions:**<br>• Which industries or account types generate the highest-value opportunities and shortest sales cycles?<br>• 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)  |Each record represents a contact with additional account and owner information.<br><br>**Example Analytics Questions:**<br>• Do opportunities with multiple engaged contacts close faster or larger?<br>• 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)  |Each record represents a daily summary of the number of sales activities, for example tasks and opportunities closed.<br><br>**Example Analytics Questions:**<br>• How does the mix of tasks versus events impact overall sales productivity and outcomes?<br>• 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)  |Each record represents a line item belonging to a certain opportunity, with additional product details.<br><br>**Example Analytics Questions:**<br>• What were the most popularly bundled products last quarter across different customer segments?<br>• 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) | 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.<br><br>**Example Analytics Questions:**<br>• How do account engagement levels fluctuate around contract renewal periods?<br>• 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) |  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.<br><br>**Example Analytics Questions:**<br>• How do contact engagement patterns change throughout the sales cycle?<br>• 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) | 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.<br><br>**Example Analytics Questions:**<br>• What are the typical progression patterns for opportunities that ultimately close-won versus close-lost?<br>• 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.