Salesforce (docs)

This package models Salesforce data from Fivetran's connector. It uses data in the format described by this ERD.

The main focus of this package is enable users to better understand the performance of your opportunities. You can easily understand what is going on in your sales funnel and dig into how the members of your sales team are performing.

Models

The primary outputs of this package are described below. Staging and intermediate models are used to create these output models.

model	description
salesforce__manager_performance	Each record represents a manager, enriched with data about their team's pipeline, bookings, loses, and win percentages.
salesforce__owner_performance	Each record represents an individual member of the sales team, enriched with data about their pipeline, bookings, loses, and win percentages.
salesforce__sales_snapshot	A single row snapshot that provides various metrics about your sales funnel.
salesforce__opportunity_enhanced	Each record represents an opportunity, enriched with related data about the account and opportunity owner.

Installation Instructions

Check dbt Hub for the latest installation instructions, or read the dbt docs for more information on installing packages.

Configuration

By default, this package looks for your Salesforce data in the salesforce schema of your target database. If this is not where your Salesforce data is, add the following configuration to your dbt_project.yml file:

# dbt_project.yml

...
config-version: 2

vars:
    salesforce_schema: your_schema_name
    salesforce_database: your_database_name

This package allows users to add additional columns to the opportunity enhanced table. Columns passed through must be present in the downstream source account table or user table. If you want to include a column from the user table, you must specify if you want it to be a field relate to the opportunity_manager or opportunity_owner.

# dbt_project.yml

...
vars:
  salesforce:
    opportunity_enhanced_pass_through_columns: [account_custom_field_1, account_custom_field_2, opportunity_manager.user_custom_column]
  salesforce_source:
    account_pass_through_columns: [account_custom_field_1, account_custom_field_2]
    user_pass_through_columns: [user_custom_column]

For additional configurations for the source models, visit the Salesforce source package.

Contributions

Additional contributions to this package are very welcome! Please create issues or open PRs against master. Check out this post on the best workflow for contributing to a package.

Database support

This package has been tested on BigQuery, Snowflake and Redshift.

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