Cocoon prepares large data warehouse for RAG, enabling cursor-style chatbot functionality:
Instead of traditional Vector RAG, Cocoon builds novel RAG based on join relationships among tables.
version: 2
models:
- name: stg_sf_user_role_data
description: The table is about user roles in a system. It contains details like
role name, developer name, access levels for different objects (case, contact,
opportunity), forecast permissions, parent role, and portal type. Each role has
a unique ID and additional flags for deletion and activity status. The table likely
represents a hierarchical structure of user roles with varying permissions.
columns:
- name: is_deleted
description: Indicates if the role has been deleted
tests:
- not_null
- name: case_access_level
description: Access level for case objects for account owners
tests:
- not_null
- accepted_values:
values:
- No Access
- Read Only
- Read/Write
- Full Access
- fc4SIASWnVauLgJFy3VNNQ==
- name: contact_access_level
description: Access level for contact objects for account owners
tests:
- not_null
- accepted_values:
values:
- No Access
- Read Only
- Read/Write
- Full Access
- Custom
- fc4SIASWnVauLgJFy3VNNQ==
- name: developer_name
description: Unique identifier for developers to reference the role
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for developers to
reference the role. For this table, each row represents a unique user role.
The developer_name appears to be unique across rows in the sample data.
- name: role_id
description: Unique identifier for the role
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for the role. For
this table, each row represents a unique user role. The role_id appears to
be unique across rows in the sample data and is likely intended to be the
primary key for this table.
- name: can_manager_share_forecast
description: Indicates if manager can share forecasts
tests:
- not_null
- name: role_name
description: Name of the role
tests:
- not_null
- name: opportunity_access_level
description: Access level for opportunity objects for account owners
tests:
- not_null
- accepted_values:
values:
- No Access
- Read Only
- Read/Write
- Full Access
- fc4SIASWnVauLgJFy3VNNQ==
- name: parent_role_id
description: ID of the parent role in hierarchy
tests:
- not_null
- name: portal_type
description: Type of portal associated with the role
tests:
- not_null
- accepted_values:
values:
- Customer
- Employee
- Partner
- Vendor
- Supplier
- Investor
- Public
- Internal
- External
- Admin
- Member
- Guest
- at+X+DrPZFPUpqSxBw83VA==
- name: rollup_description
description: Description for roll-up summary calculations
tests:
- not_null
- name: is_active
description: Indicates if the role is currently active
tests:
- not_null
- name: forecast_user_id
description: ID of the user responsible for forecasts
tests:
- not_null
tests: []
version: 2
models:
- name: stg_payout_data
description: The table is about Stripe payouts. It contains details of individual
payout transactions. Each row represents a payout with attributes like amount,
currency, dates, status, and destination account. The table includes information
on payout methods, source types, and transaction IDs. It also stores metadata
and flags for automatic processing and live mode.
columns:
- name: payout_id
description: Unique identifier for the payout
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column is a unique identifier for each payout transaction.
For this table, each row represents a single payout, and payout_id is unique
across rows.
- name: payout_amount_cents
description: Payout amount in cents
tests:
- not_null
- name: is_automatic
description: Indicates if payout was automatically scheduled
tests:
- not_null
- name: balance_transaction_id
description: Unique identifier for the balance transaction
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column appears to be a unique identifier for each balance
transaction associated with a payout. For this table, each row represents
a single payout, and balance_transaction_id is unique across rows.
- name: currency_code
description: Currency code of the payout
tests:
- not_null
- name: description
description: Brief description of the payout
tests:
- not_null
- name: destination_bank_account_id
description: ID of the destination bank account
tests:
- not_null
- name: is_live_mode
description: Indicates if payout was in live mode
tests:
- not_null
- name: payout_method
description: Method used for the payout
tests:
- not_null
- accepted_values:
values:
- standard
- express
- wire transfer
- check
- direct deposit
- paypal
- cryptocurrency
- prepaid card
- cash
- bank transfer
- name: source_type
description: Type of source for the payout
tests:
- not_null
- accepted_values:
values:
- card
- bank_account
- cash
- check
- wire_transfer
- paypal
- venmo
- cryptocurrency
- other
- name: payout_status
description: Current status of the payout
tests:
- not_null
- accepted_values:
values:
- in_transit
- paid
- pending
- failed
- canceled
- reversed
- completed
- name: destination_type
description: Type of payout destination
tests:
- not_null
- accepted_values:
values:
- bank_account
- credit_card
- paypal
- venmo
- cash_app
- check
- wire_transfer
- prepaid_card
- cryptocurrency_wallet
- mobile_money
- name: connected_account_id
description: ID of the connected Stripe account
tests:
- not_null
- name: creation_timestamp
description: Timestamp of payout creation
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents the exact time when the payout was created.
While it's theoretically possible for two payouts to be created at the exact
same second, it's highly unlikely in practice. For this table, each row represents
a single payout, and creation_timestamp is likely to be unique across rows.
- name: destination_card_id
description: ID of the destination card (if applicable)
tests:
- not_null
- name: estimated_arrival_date
description: Estimated date of payout arrival
tests:
- not_null
- name: failure_code
description: Code indicating reason for payout failure
tests:
- not_null
- name: failure_message
description: Detailed message explaining payout failure
tests:
- not_null
- name: failure_transaction_id
description: Transaction ID if payout failed
tests:
- not_null
- name: metadata
description: Additional information in JSON format
tests:
- not_null
tests: []
version: 2
models:
- name: stg_transfer_data
description: The table is about Stripe payouts. It includes details such as payout
amount, currency, creation date, destination bank account, and transaction IDs.
Each row represents a single payout. The table contains metadata fields, including
references to NetSuite deposit IDs and links. All payouts are in USD and have
not been reversed. The destination bank account is consistent across most entries.
columns:
- name: payout_id
description: Unique identifier for the payout
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each payout. For
this table, each row is for a single payout transaction. payout_id is unique
across rows as it's specifically designed to be a unique identifier for each
payout.
- name: payout_amount_cents
description: Payout amount in cents
tests:
- not_null
- name: reversed_amount_cents
description: Amount reversed in cents
tests:
- not_null
- name: balance_transaction_id
description: Unique identifier for the balance transaction
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each balance transaction
associated with a payout. For this table, each row is for a single payout
transaction. balance_transaction_id is unique across rows as it's specifically
designed to be a unique identifier for each transaction.
- name: currency
description: Currency of the payout
tests:
- not_null
- accepted_values:
values:
- usd
- eur
- gbp
- jpy
- cny
- chf
- cad
- aud
- nzd
- inr
- krw
- sgd
- hkd
- mxn
- brl
- zar
- sek
- nok
- dkk
- rub
- name: payout_description
description: Brief description of the payout
tests:
- not_null
- name: destination_bank_account_id
description: Destination bank account identifier
tests:
- not_null
- name: is_live_mode
description: Indicates if the payout is live or test
tests:
- not_null
- name: is_reversed
description: Indicates if the payout was reversed
tests:
- not_null
- name: payment_source_type
description: Type of payment source
tests:
- not_null
- accepted_values:
values:
- card
- cash
- bank transfer
- digital wallet
- cryptocurrency
- check
- money order
- gift card
- store credit
- mobile payment
- paypal
- wire transfer
- direct debit
- prepaid card
- name: destination_payment
description: Unused field for destination payment
tests:
- not_null
- name: destination_payment_id
description: Unused field for destination payment ID
tests:
- not_null
- name: metadata
description: Additional information in JSON format
tests:
- not_null
- name: payout_created_at
description: Date and time of payout creation
tests:
- not_null
tests: []
version: 2
models:
- name: stg_refund_data
description: The table is about refund data. It contains details of refund transactions.
Each row represents a refund with attributes like ID, amount, currency, and status.
It includes information on the associated charge, reason for refund, and timestamp.
The table also stores metadata and receipt numbers for each refund. All refunds
in the sample have succeeded status and are in USD currency.
columns:
- name: refund_id
description: Unique identifier for the refund
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each refund. For
this table, each row is for a single refund transaction. refund_id is unique
across rows as it's designed to be a unique identifier for each refund.
- name: refund_amount_cents
description: Refund amount in cents
tests:
- not_null
- name: balance_transaction_id
description: Unique identifier for the balance transaction
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each balance transaction
associated with the refund. For this table, each row is for a single refund
transaction. balance_transaction_id is likely unique across rows as each refund
would typically have its own balance transaction.
- name: charge_id
description: Unique identifier for the associated charge
tests:
- not_null
- name: currency
description: Currency of the refund
tests:
- not_null
- name: refund_reason
description: Reason for the refund
tests:
- not_null
- accepted_values:
values:
- requested_by_customer
- duplicate
- item_not_received
- item_defective
- wrong_item_shipped
- arrived_too_late
- no_longer_needed
- better_price_found
- not_as_described
- changed_mind
- unauthorized_purchase
- damaged_in_transit
- quality_not_as_expected
- missing_parts
- incorrect_size
- allergic_reaction
- subscription_cancellation
- technical_issues
- pricing_error
- product_recall
- name: receipt_number
description: Receipt number for the refund
tests:
- not_null
- name: refund_status
description: Current status of the refund
tests:
- not_null
- accepted_values:
values:
- succeeded
- pending
- failed
- cancelled
- processing
- reversed
- name: failure_balance_transaction_id
description: ID of failed balance transaction, if any
tests:
- not_null
- name: failure_reason
description: Reason for refund failure, if any
tests:
- not_null
- name: metadata
description: Additional information about the refund
tests:
- not_null
- name: refund_created_at
description: Timestamp of when the refund was created
tests:
- not_null
tests: []
version: 2
models:
- name: stg_fee_data
description: The table is about fee transactions. It includes details such as the
transaction ID, amount, currency, description, and type. All transactions are
in USD. The amounts vary significantly, from 99 to 22215. Each transaction has
a unique balance_transaction_id. The description and type fields contain consistent
values across all entries, suggesting they might be category identifiers.
columns:
- name: transaction_id
description: Unique identifier for the transaction
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each transaction.
For this table, each row represents a distinct fee transaction. The transaction_id
appears to be unique across rows, as each sample has a different value.
- name: group_index
description: Constant value, possibly for grouping
tests:
- not_null
- name: amount_cents
description: Transaction amount in cents
tests:
- not_null
- name: currency_code
description: Currency of the transaction
tests:
- not_null
- name: category_hash
description: Identifier or hash for transaction category
tests:
- not_null
- name: type_hash
description: Identifier or hash for transaction type
tests:
- not_null
tests: []
version: 2
models:
- name: stg_balance_transaction_data
description: The table is about balance transactions. It includes details such as
transaction ID, amount, date, currency, description, fees, net amount, source,
status, and type. Each row represents a financial transaction like a charge or
payout. The table tracks monetary movements, including both incoming (charges)
and outgoing (payouts) transactions, with associated fees and net amounts.
columns:
- name: transaction_id
description: Unique identifier for the transaction
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each transaction.
For this table, each row is for a single financial transaction, and transaction_id
is unique across rows.
- name: transaction_amount_cents
description: Transaction amount in cents
tests:
- not_null
- name: currency_code
description: Currency code of the transaction
tests:
- not_null
- name: transaction_description
description: Unique identifier or description of the transaction
tests:
- not_null
- name: fee_amount_cents
description: Fee amount in cents
tests:
- not_null
- name: net_amount_cents
description: Net amount after fees in cents
tests:
- not_null
- name: transaction_source_id
description: Source of the transaction (charge or payout ID)
tests:
- not_null
- name: transaction_status
description: Current status of the transaction
tests:
- not_null
- accepted_values:
values:
- pending
- completed
- failed
- cancelled
- processing
- rejected
- on hold
- refunded
- partially refunded
- name: transaction_type
description: Type of transaction (charge or payout)
tests:
- not_null
- accepted_values:
values:
- charge
- payout
- name: payout_id
description: Identifier for the associated payout
tests:
- not_null
- name: connected_account_id
description: ID of the connected account (empty in this data)
tests:
- not_null
- name: funds_available_date
description: Date when the funds become available
tests:
- not_null
- name: transaction_created_at
description: Date and time when the transaction was created
tests:
- not_null
tests: []
version: 2
models:
- name: stg_dispute_data
description: The table is about dispute data for charges. It includes details like
dispute ID, amount, charge ID, currency, and dispute status. Evidence fields store
information provided for the dispute. Metadata contains additional references.
Key fields are reason for dispute, status (won/lost), and whether the charge is
refundable. The table tracks dispute lifecycles from creation to resolution.
columns:
- name: dispute_id
description: Unique identifier for the dispute
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column is a unique identifier for each dispute. For this
table, each row represents a distinct dispute, and dispute_id is unique across
rows.
- name: dispute_transaction_id
description: Transaction ID for the dispute
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents the transaction ID for each dispute. It
appears to be unique for each dispute in the given sample, but it's possible
that multiple disputes could theoretically be related to the same transaction
in some cases.
- name: charge_id
description: Unique identifier for the disputed charge
tests:
- not_null
- name: currency
description: Currency of the disputed amount
tests:
- not_null
- name: evidence_billing_address
description: Billing address provided as evidence
tests:
- not_null
- name: evidence_customer_email
description: Customer email address provided as evidence
tests:
- not_null
- name: evidence_customer_name
description: Customer name provided as evidence
tests:
- not_null
- name: evidence_purchase_ip
description: Customer's IP address at purchase as evidence
tests:
- not_null
- name: has_evidence
description: Indicates if evidence has been submitted
tests:
- not_null
- name: evidence_past_due
description: Indicates if evidence submission is past due
tests:
- not_null
- name: evidence_submission_count
description: Number of evidence submissions
tests:
- not_null
- name: evidence_receipt
description: Receipt provided as evidence
tests:
- not_null
- name: is_refundable
description: Indicates if the charge can be refunded
tests:
- not_null
- name: is_live
description: Indicates if the dispute is in live mode
tests:
- not_null
- name: dispute_reason
description: Reason for the dispute
tests:
- not_null
- accepted_values:
values:
- subscription_canceled
- general
- product_unacceptable
- fraudulent_charge
- duplicate_charge
- product_not_received
- incorrect_amount
- unauthorized_charge
- service_unsatisfactory
- refund_not_processed
- subscription_unwanted
- quality_issue
- shipping_issue
- name: dispute_status
description: Current status of the dispute
tests:
- not_null
- accepted_values:
values:
- lost
- won
- pending
- settled
- withdrawn
- name: additional_data
description: Additional data related to the dispute
tests:
- not_null
- name: connected_account_id
description: ID of the connected account
tests:
- not_null
- name: dispute_created_at
description: Date and time when the dispute was created
tests:
- not_null
- name: disputed_amount
description: Disputed charge amount
tests:
- not_null
- name: evidence_access_log
description: Access activity log provided as evidence
tests:
- not_null
- name: evidence_cancellation_disclosure
description: Disclosure of cancellation policy as evidence
tests:
- not_null
- name: evidence_cancellation_policy
description: Cancellation policy provided as evidence
tests:
- not_null
- name: evidence_cancellation_rebuttal
description: Rebuttal to cancellation claim as evidence
tests:
- not_null
- name: evidence_carrier
description: Shipping carrier used for the order
tests:
- not_null
- name: evidence_customer_signature
description: Customer signature provided as evidence
tests:
- not_null
- name: evidence_due_date
description: Due date for submitting evidence
tests:
- not_null
- name: evidence_duplicate_charge_docs
description: Documentation for duplicate charge claim
tests:
- not_null
- name: evidence_duplicate_charge_explanation
description: Explanation for duplicate charge claim
tests:
- not_null
- name: evidence_duplicate_charge_id
description: ID of the duplicate charge
tests:
- not_null
- name: evidence_ship_date
description: Date the order was shipped
tests:
- not_null
- name: evidence_ship_docs
description: Documentation related to shipping
tests:
- not_null
- name: evidence_tracking
description: Tracking number for the shipped order
tests:
- not_null
tests: []
version: 2
models:
- name: stg_charge_data
description: The table is about charge transactions. It contains details like amount,
currency, customer ID, card details, and transaction status. Most charges failed
due to card declines. The table includes information on the reason for failure,
risk assessment, and metadata. All charges are in USD and were made on February
18, 2021.
columns:
- name: charge_id
description: Unique identifier for the charge
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each charge transaction.
For this table, each row represents a distinct charge transaction. The charge_id
is unique across rows.
- name: amount_cents
description: Transaction amount in cents
tests:
- not_null
- name: refunded_cents
description: Amount refunded in cents
tests:
- not_null
- name: is_captured
description: Whether the charge was captured
tests:
- not_null
- name: card_id
description: ID of the card used
tests:
- not_null
- name: currency
description: Currency of the charge
tests:
- not_null
- accepted_values:
values:
- usd
- eur
- gbp
- jpy
- cad
- aud
- chf
- cny
- hkd
- nzd
- sek
- krw
- sgd
- nok
- mxn
- inr
- rub
- zar
- try
- brl
- twd
- dkk
- pln
- thb
- idr
- name: customer_id
description: ID of the customer
tests:
- not_null
- name: description
description: Description of the charge
tests:
- not_null
- name: failure_code
description: Code indicating reason for failure
tests:
- not_null
- accepted_values:
values:
- card_declined
- insufficient_funds
- expired_card
- invalid_card_number
- invalid_cvc
- incorrect_cvc
- lost_card
- stolen_card
- fraudulent_card
- processing_error
- issuer_not_available
- do_not_honor
- card_not_supported
- currency_not_supported
- duplicate_transaction
- authentication_required
- blocked_card
- restricted_card
- card_velocity_exceeded
- withdrawal_count_limit_exceeded
- name: failure_message
description: Message describing the failure
tests:
- not_null
- name: is_live
description: Whether charge was in live mode
tests:
- not_null
- name: network_status
description: Network status of the charge outcome
tests:
- not_null
- accepted_values:
values:
- declined_by_network
- approved
- declined_by_issuer
- network_error
- timeout
- invalid_card
- insufficient_funds
- lost_or_stolen_card
- suspected_fraud
- expired_card
- processing_error
- card_not_supported
- card_restricted
- do_not_honor
- pickup_card
- name: outcome_reason
description: Reason for the charge outcome
tests:
- not_null
- accepted_values:
values:
- do_not_honor
- insufficient_funds
- lost_card
- stolen_card
- expired_card
- invalid_card_number
- invalid_cvc
- card_not_supported
- processing_error
- fraudulent
- generic_decline
- card_velocity_exceeded
- suspected_fraud
- card_restricted
- currency_not_supported
- approved
- partially_approved
- authentication_required
- incorrect_address
- transaction_not_allowed
- name: risk_level
description: Risk level of the charge outcome
tests:
- not_null
- accepted_values:
values:
- low
- normal
- medium
- high
- critical
- name: seller_message
description: Seller message for the charge outcome
tests:
- not_null
- accepted_values:
values:
- do_not_honor
- insufficient_funds
- lost_card
- stolen_card
- expired_card
- invalid_card_number
- invalid_cvc
- card_declined
- processing_error
- incorrect_pin
- incorrect_zip
- invalid_expiry_date
- card_not_supported
- fraudulent
- pickup_card
- restricted_card
- security_violation
- service_not_allowed
- transaction_not_allowed
- try_again_later
- The bank returned the decline code `do_not_honor`.
- name: outcome_type
description: Type of the charge outcome
tests:
- not_null
- accepted_values:
values:
- issuer_declined
- approved
- blocked
- expired_card
- insufficient_funds
- lost_card
- stolen_card
- invalid_amount
- invalid_number
- fraud_suspect
- processor_declined
- authentication_required
- card_not_supported
- do_not_honor
- duplicate_transaction
- generic_decline
- name: is_paid
description: Indicates if the charge was successful
tests:
- not_null
- name: payment_intent_id
description: Unique identifier for the payment intent
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for the payment intent
associated with each charge. While it's likely to be unique for each transaction
in this table, it's possible that multiple charges could be associated with
the same payment intent in some cases.
- name: hashed_receipt_email
description: Hashed email address for receipt
tests:
- not_null
- name: is_refunded
description: Indicates if the charge was refunded
tests:
- not_null
- name: charge_status
description: Current status of the charge
tests:
- not_null
- accepted_values:
values:
- failed
- succeeded
- pending
- refunded
- canceled
- disputed
- authorized
- captured
- expired
- requires_payment_method
- requires_confirmation
- requires_action
- processing
- name: calculated_statement_descriptor
description: ''
tests:
- not_null
- name: created_at
description: Timestamp of charge creation
tests:
- not_null
- name: invoice_id
description: ID of associated invoice
tests:
- not_null
- name: metadata
description: Additional metadata for the charge
tests:
- not_null
- name: receipt_number
description: Receipt number if available
tests:
- not_null
- name: receipt_url
description: URL to access the receipt
tests:
- not_null
- name: shipping_address_1
description: First line of shipping address
tests:
- not_null
- name: shipping_address_2
description: Second line of shipping address
tests:
- not_null
- name: shipping_carrier
description: Name of shipping carrier
tests:
- not_null
- name: shipping_city
description: City in shipping address
tests:
- not_null
- name: shipping_country
description: Country in shipping address
tests:
- not_null
- name: shipping_phone
description: Phone number for shipping
tests:
- not_null
- name: shipping_postal_code
description: Postal code in shipping address
tests:
- not_null
- name: shipping_recipient_name
description: Name of recipient for shipping
tests:
- not_null
- name: shipping_state
description: State in shipping address
tests:
- not_null
- name: shipping_tracking_number
description: Tracking number for shipment
tests:
- not_null
tests: []
version: 2
models:
- name: stg_payment_intent_data
description: The table is about payment intents. It includes details such as amount,
currency, customer ID, payment method ID, and status. Each row represents a single
payment intent with a unique ID. The table tracks information like creation date,
capture method, and whether the payment succeeded. It also includes fields for
errors and cancellations, though most are empty in these samples.
columns:
- name: payment_intent_id
description: Unique identifier for the payment intent
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each payment intent.
For this table, each row is for a single payment intent, and payment_intent_id
is unique across rows.
- name: amount_in_cents
description: Payment amount in the smallest currency unit
tests:
- not_null
- name: amount_capturable
description: Amount available for capture
tests:
- not_null
- name: amount_received
description: Amount actually received
tests:
- not_null
- name: application
description: Associated application for the payment
tests:
- not_null
- name: capture_method
description: Method used to capture payment
tests:
- not_null
- accepted_values:
values:
- automatic
- manual
- card
- bank_transfer
- cash
- check
- paypal
- apple_pay
- google_pay
- cryptocurrency
- wire_transfer
- direct_debit
- invoice
- name: confirmation_method
description: Method used to confirm payment
tests:
- not_null
- accepted_values:
values:
- automatic
- manual
- email
- sms
- phone call
- in-app notification
- bank statement
- receipt
- invoice
- credit card statement
- payment gateway confirmation
- third-party verification
- name: currency_code
description: Currency code for the payment
tests:
- not_null
- name: customer_id
description: Unique identifier for the customer
tests:
- not_null
- name: description
description: Description of the payment intent
tests:
- not_null
- name: is_live
description: Whether the payment is live or test
tests:
- not_null
- name: payment_method_id
description: ID of the payment method used
tests:
- not_null
- name: receipt_email
description: Email address for receipt
tests:
- not_null
- name: status
description: Current status of the payment intent
tests:
- not_null
- accepted_values:
values:
- succeeded
- processing
- requires_payment_method
- requires_confirmation
- requires_action
- canceled
- requires_capture
- name: canceled_at
description: Timestamp of cancellation
tests:
- not_null
- name: cancellation_reason
description: Reason for cancellation if applicable
tests:
- not_null
- name: created_at
description: Timestamp of payment intent creation
tests:
- not_null
- name: decline_code
description: Decline code if payment was declined
tests:
- not_null
- name: error_charge_id
description: ID of charge with last error
tests:
- not_null
- name: error_code
description: Error code of last failed attempt
tests:
- not_null
- name: error_doc_url
description: URL to error documentation
tests:
- not_null
- name: error_message
description: Error message for last failed attempt
tests:
- not_null
- name: error_param
description: Parameter that caused the error
tests:
- not_null
- name: error_source_id
description: ID of source causing the error
tests:
- not_null
- name: error_type
description: Type of the last error
tests:
- not_null
tests: []
version: 2
models:
- name: stg_payment_method_card_data
description: The table is about payment method card details. It includes unique
payment method IDs, a consistent brand identifier, and fingerprints for each card.
The funding type is specified as credit for all entries. Some fields like charge_id,
description, type, and wallet_type are empty. The table appears to store essential
information for credit card payment methods.
columns:
- name: payment_method_id
description: Unique identifier for the payment method
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each payment method.
For this table, each row represents a distinct payment method, and the payment_method_id
appears to be unique across rows.
- name: payment_provider_id
description: Identifier for the payment provider or card issuer
tests:
- not_null
- name: card_fingerprint
description: Unique identifier for the specific card
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each specific
card. For this table, each row represents a distinct payment method, and the
card_fingerprint appears to be unique across rows.
- name: funding_type
description: Type of funding source for the payment method
tests:
- not_null
- accepted_values:
values:
- credit
- debit
- cash
- check
- wire transfer
- cryptocurrency
- gift card
- store credit
- loyalty points
- prepaid card
- mobile payment
- bank transfer
- name: digital_wallet_type
description: Specifies the digital wallet used, if applicable
tests:
- not_null
tests: []
version: 2
models:
- name: stg_card_data
description: The table is about payment methods. It contains details such as card
ID, brand, country, currency, expiration date, last 4 digits, funding type, and
creation date. Each row represents a unique payment method with its associated
attributes. The table includes metadata and checks for address and CVC. Most fields
are related to card information and payment processing details.
columns:
- name: issuing_country
description: Country where the payment method was issued
tests:
- not_null
- name: expiration_year
description: Expiration year of the payment card
tests:
- not_null
- name: currency
description: Currency associated with the payment method
tests:
- not_null
- name: payment_method_id
description: Unique identifier for the payment method
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each payment method.
For this table, each row represents a distinct payment method, and the payment_method_id
appears to be unique across rows.
- name: expiration_month
description: Expiration month of the payment card
tests:
- not_null
- name: payment_network
description: Payment network processing the transaction
tests:
- not_null
- accepted_values:
values:
- Visa
- Mastercard
- American Express
- Discover
- JCB
- UnionPay
- Diners Club
- PayPal
- Stripe
- Square
- Alipay
- WeChat Pay
- Apple Pay
- Google Pay
- Samsung Pay
- Interac
- Klarna
- Affirm
- Afterpay
- Venmo
- 553f65f270c86a4a05c964dc20e8cc70
- name: funding_type
description: Funding type of the payment method (e.g., credit, debit)
tests:
- not_null
- accepted_values:
values:
- credit
- debit
- prepaid
- gift card
- bank transfer
- cash
- check
- cryptocurrency
- mobile payment
- wire transfer
- loyalty points
- store credit
- name: card_brand
description: Brand or network of the payment card
tests:
- not_null
- accepted_values:
values:
- Visa
- Mastercard
- American Express
- Discover
- JCB
- Diners Club
- UnionPay
- Maestro
- Visa Electron
- China T-Union
- RuPay
- InterPayment
- InstaPayment
- UATP
- Dankort
- Mir
- Troy
- Elo
- Hipercard
- BC Card
- 553f65f270c86a4a05c964dc20e8cc70
- name: is_deleted
description: Indicates if the payment method has been deleted
tests:
- not_null
- name: cvc_verification
description: Status of the Card Verification Code check
tests:
- not_null
- accepted_values:
values:
- pass
- fail
- not_checked
- name: card_fingerprint
description: Unique identifier for the card number
tests:
- not_null
- name: creation_datetime
description: Date and time when the payment method was created
tests:
- not_null
- name: last4_digits
description: Last 4 digits of the payment card number
tests:
- not_null
- name: metadata
description: Additional information stored as key-value pairs
tests:
- not_null
tests: []
version: 2
models:
- name: stg_payment_method_data
description: The table is about payment method data. It contains details like ID,
billing information, customer ID, and payment type. Billing details include address,
email, name, and phone, but most fields are empty or encrypted. All entries are
for card payments in live mode. The table tracks payment methods associated with
customers, including creation date and unique identifiers.
columns:
- name: billing_postal_code
description: Postal code of the billing address (encrypted)
tests:
- not_null
- name: payment_method_id
description: Unique identifier for the payment method
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each payment method.
For this table, each row represents a distinct payment method, and payment_method_id
is unique across rows.
- name: billing_name
description: Name associated with the billing details (encrypted)
tests:
- not_null
- name: payment_method_type
description: Type of payment method (e.g., card)
tests:
- not_null
- accepted_values:
values:
- card
- cash
- bank transfer
- check
- digital wallet
- cryptocurrency
- mobile payment
- wire transfer
- money order
- debit card
- credit card
- prepaid card
- ACH
- PayPal
- Venmo
- Apple Pay
- Google Pay
- gift card
- store credit
- name: customer_id
description: Unique identifier for the customer
tests:
- not_null
- name: billing_email
description: Email address for billing (encrypted)
tests:
- not_null
- name: is_live
description: Indicates if the payment method is in live mode
tests:
- not_null
- name: billing_address_1
description: First line of the billing address
tests:
- not_null
- name: billing_address_2
description: Second line of the billing address
tests:
- not_null
- name: billing_city
description: City of the billing address
tests:
- not_null
- name: billing_country
description: Country of the billing address
tests:
- not_null
- name: billing_state
description: State of the billing address
tests:
- not_null
- name: created_at
description: Date and time the payment method was created
tests:
- not_null
tests: []
version: 2
models:
- name: stg_subscription_data
description: The table is about subscription data. It contains details of individual
subscriptions, including billing information, subscription status, customer ID,
and pricing details. Key fields include subscription ID, billing cycle dates,
cancellation info, customer ID, subscription status, and trial period dates. The
metadata field stores additional custom information like external IDs.
columns:
- name: subscription_id
description: Unique identifier for the subscription
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each subscription.
For this table, each row represents a distinct subscription, and subscription_id
should be unique across rows.
- name: billing_method
description: Billing type or method for the subscription
tests:
- not_null
- accepted_values:
values:
- Credit Card
- Debit Card
- PayPal
- Bank Transfer
- Cash
- Check
- Apple Pay
- Google Pay
- Cryptocurrency
- Invoice
- Direct Debit
- Wire Transfer
- fdfjk
- fdsiew
- name: billing_threshold_amount
description: Minimum amount to trigger a billing event
tests:
- not_null
- name: reset_billing_cycle_on_threshold
description: Indicates if billing cycle resets on threshold
tests:
- not_null
- name: cancel_at_period_end
description: Indicates if subscription cancels at period end
tests:
- not_null
- name: customer_id
description: Unique identifier for the customer
tests:
- not_null
- name: days_until_due
description: Number of days until payment is due
tests:
- not_null
- name: default_payment_source_id
description: ID of the default payment source
tests:
- not_null
- name: is_live_mode
description: Indicates if the subscription is in live mode
tests:
- not_null
- name: subscription_quantity
description: Quantity of the subscribed item or service
tests:
- not_null
- name: subscription_status
description: Current status of the subscription
tests:
- not_null
- accepted_values:
values:
- active
- inactive
- pending
- cancelled
- expired
- suspended
- trialing
- past_due
- unpaid
- on_hold
- name: application_fee_percentage
description: Percentage of the application fee charged
tests:
- not_null
- name: billing_cycle_start
description: Date/time when the billing cycle starts
tests:
- not_null
- name: cancellation_date
description: Date/time when the subscription was canceled
tests:
- not_null
- name: creation_date
description: Date/time when the subscription was created
tests:
- not_null
- name: current_period_end
description: End date/time of the current billing period
tests:
- not_null
- name: current_period_start
description: Start date/time of the current billing period
tests:
- not_null
- name: end_date
description: Date/time when the subscription ended
tests:
- not_null
- name: metadata
description: Additional custom information about the subscription
tests:
- not_null
- name: scheduled_cancellation_date
description: Scheduled date/time for subscription cancellation
tests:
- not_null
- name: subscription_start_date
description: Date/time when the subscription started
tests:
- not_null
- name: tax_percentage
description: Percentage of tax applied to the subscription
tests:
- not_null
- name: trial_end_date
description: End date/time of the trial period
tests:
- not_null
- name: trial_start_date
description: Start date/time of the trial period
tests:
- not_null
tests: []
version: 2
models:
- name: stg_plan_data
description: The table is about subscription plans. It contains details like plan
ID, active status, pricing amount, currency, billing interval, created date, and
product ID. Each row represents a unique plan with its specific attributes. The
plans have different durations (monthly or multi-month) and prices. All plans
use USD currency and are set to "licensed" usage type.
columns:
- name: plan_id
description: Unique identifier for the plan
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each subscription
plan. For this table, each row represents a distinct subscription plan. The
plan_id appears to be unique across rows, as it uses a specific alphanumeric
format (e.g., zbc001, abc002) that is likely designed to be unique for each
plan.
- name: is_active
description: Indicates if the plan is currently active
tests:
- not_null
- name: price_in_cents
description: Price of the plan in cents
tests:
- not_null
- name: billing_method
description: Method used for billing calculation
tests:
- not_null
- accepted_values:
values:
- per_unit
- flat_rate
- tiered
- usage_based
- subscription
- value_based
- time_and_materials
- milestone
- cost_plus
- percentage_of_completion
- name: currency_code
description: Currency used for the plan pricing
tests:
- not_null
- name: billing_interval
description: Billing frequency (e.g., month)
tests:
- not_null
- accepted_values:
values:
- day
- week
- month
- quarter
- year
- name: billing_cycle_duration
description: Number of intervals between billings
tests:
- not_null
- name: is_deleted
description: Indicates if the plan has been deleted
tests:
- not_null
- name: is_live_mode
description: Indicates if the plan is in live or test mode
tests:
- not_null
- name: product_id
description: Unique identifier of the associated product
tests:
- not_null
- name: usage_type
description: Type of usage for the plan
tests:
- not_null
- accepted_values:
values:
- licensed
- subscription
- pay-per-use
- freemium
- perpetual
- tiered
- metered
- floating
- site
- volume
- concurrent
- named-user
- enterprise
- academic
- trial
- name: creation_datetime
description: Date and time when the plan was created
tests:
- not_null
- name: plan_nickname
description: Optional nickname for the plan (empty in this case)
tests:
- not_null
- name: pricing_tier_mode
description: Pricing tier structure (empty in this case)
tests:
- not_null
- name: trial_period_days
description: Number of trial days (empty in this case)
tests:
- not_null
- name: usage_aggregation_method
description: Aggregation method for metered usage (empty in this case)
tests:
- not_null
- name: usage_transform_divisor
description: Usage transformation divisor (empty in this case)
tests:
- not_null
- name: usage_transform_rounding
description: Usage transformation rounding method (empty in this case)
tests:
- not_null
tests: []
version: 2
models:
- name: stg_price_data
description: The table is about pricing information. It includes details like price
ID, active status, billing scheme, currency, and amount. The table also contains
fields related to recurring pricing, such as interval and usage type. Additional
information includes creation date, associated product ID, and metadata. The table
seems to store comprehensive pricing data for various products or services.
columns:
- name: price_id
description: Unique identifier for the price
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column is a unique identifier for each price. For this table,
each row represents a distinct price entry. price_id is unique across rows
as it's designed to be a primary identifier.
- name: is_active
description: Indicates if the price is currently active
tests:
- not_null
- name: billing_scheme
description: The pricing model for the product
tests:
- not_null
- accepted_values:
values:
- per_unit
- tiered
- name: currency_code
description: The currency code for the price
tests:
- not_null
- name: invoice_item_id
description: Associated invoice item identifier
tests:
- not_null
- name: is_deleted
description: Indicates if the price has been deleted
tests:
- not_null
- name: is_live_mode
description: Whether the price is in live or test mode
tests:
- not_null
- name: product_id
description: Identifier of the associated product
tests:
- not_null
- name: price_type
description: The type of pricing (one-time or recurring)
tests:
- not_null
- accepted_values:
values:
- one_time
- recurring
- name: unit_amount
description: Price amount in smallest currency unit
tests:
- not_null
- name: creation_date
description: Timestamp of when the price was created
tests:
- not_null
- name: metadata
description: Additional information about the price
tests:
- not_null
- name: recurring_interval
description: Billing frequency for recurring prices
tests:
- not_null
- name: recurring_interval_count
description: Number of intervals between billings
tests:
- not_null
- name: recurring_usage_aggregation
description: Usage aggregation for recurring prices
tests:
- not_null
- name: recurring_usage_type
description: Usage calculation for recurring prices
tests:
- not_null
- name: tiers_mode
description: Defines how tiers are handled
tests:
- not_null
- name: unit_amount_decimal
description: Decimal representation of unit amount
tests:
- not_null
tests: []
version: 2
models:
- name: stg_invoice_line_item_data
description: The table is about invoice line items. It contains details such as
the amount, currency, description, and time period for each item. It also includes
information about associated plans, subscriptions, and discounts. The table stores
metadata and unique identifiers for each line item. This data likely represents
individual charges or services on a customer's invoice.
columns:
- name: line_item_id
description: Unique identifier for the line item
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each line item
on an invoice. For this table, each row is a separate line item, and the line_item_id
should be unique across rows.
- name: subscription_item_id
description: ID of the specific subscription item
tests:
- not_null
- name: alternate_item_id
description: Another unique identifier for the item
tests:
- not_null
- name: invoice_id
description: ID of the associated invoice
tests:
- not_null
- name: quantity
description: Number of units for the line item
tests:
- not_null
- name: is_live_mode
description: Indicates if the item is in live mode
tests:
- not_null
- name: currency
description: Currency code for the amount
tests:
- not_null
- name: subscription_id
description: ID of the associated subscription
tests:
- not_null
- name: plan_id
description: ID of the associated plan
tests:
- not_null
- name: is_prorated
description: Indicates if the item is prorated
tests:
- not_null
- name: description
description: Brief description of the line item
tests:
- not_null
- name: is_discountable
description: Whether the item is eligible for discounts
tests:
- not_null
- name: amount
description: Monetary value of the line item
tests:
- not_null
- name: billing_period_end
description: End date of the billing period
tests:
- not_null
- name: billing_period_start
description: Start date of the billing period
tests:
- not_null
- name: line_item_type
description: Type of the line item
tests:
- not_null
- name: metadata
description: Additional custom data in JSON format
tests:
- not_null
tests: []
version: 2
models:
- name: stg_invoice_data
description: The table is about invoice data. It contains details such as invoice
ID, amount, currency, customer ID, date, description, and subscription information.
The table includes fields for discounts, proration, quantity, and unit amount.
It also tracks whether the invoice is deleted or in livemode. The data seems to
represent individual line items on invoices, with information about the associated
subscription and billing period.
columns:
- name: line_item_id
description: Unique identifier for the line item
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each line item.
For this table, each row represents a single line item on an invoice. line_item_id
is likely to be unique across rows.
- name: currency
description: Currency of the amount charged
tests:
- not_null
- accepted_values:
values:
- usd
- eur
- gbp
- jpy
- cad
- aud
- chf
- cny
- hkd
- nzd
- krw
- sgd
- inr
- mxn
- brl
- sek
- nok
- dkk
- pln
- zar
- thb
- rub
- try
- name: customer_id
description: Unique identifier for the customer
tests:
- not_null
- name: description
description: Description of the line item
tests:
- not_null
- name: is_discountable
description: Whether the item is eligible for discounts
tests:
- not_null
- name: invoice_id
description: Unique identifier for the invoice
tests:
- not_null
- name: is_deleted
description: Indicates if the item has been deleted
tests:
- not_null
- name: is_live_transaction
description: Indicates if the transaction is live or test
tests:
- not_null
- name: is_prorated
description: Indicates if the amount is prorated
tests:
- not_null
- name: quantity
description: Quantity of the item
tests:
- not_null
- name: subscription_id
description: Unique identifier for the subscription
tests:
- not_null
- name: subscription_item_id
description: Unique identifier for the subscription item
tests:
- not_null
- name: amount
description: Amount charged for the line item
tests:
- not_null
- name: billing_period_end
description: End date of the billing period
tests:
- not_null
- name: billing_period_start
description: Start date of the billing period
tests:
- not_null
- name: transaction_date
description: Date of the invoice or transaction
tests:
- not_null
- name: unit_price
description: Price per unit of the item
tests:
- not_null
tests: []
version: 2
models:
- name: stg_customer_data
description: The table is about customer information. It contains details like customer
ID, account balance, address, email, phone number, and shipping information. The
table also includes billing-related fields such as invoice settings, currency,
and tax information. Additional fields cover customer status (e.g., delinquent,
is_deleted) and system-related information like creation date and Salesforce user
ID. Many fields are empty, suggesting incomplete or optional data.
columns:
- name: customer_id
description: Unique identifier for the customer
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each customer.
For this table, each row represents a distinct customer, and customer_id appears
to be unique across rows.
- name: is_delinquent
description: Indicates if the customer's account is delinquent
tests:
- not_null
- name: invoice_prefix
description: Prefix used for customer's invoice numbers
tests:
- not_null
- name: is_deleted
description: Indicates if the customer record is deleted
tests:
- not_null
- name: is_live_mode
description: Indicates if the customer is in live or test mode
tests:
- not_null
- name: customer_name
description: Customer's name (possibly hashed)
tests:
- not_null
- name: tax_exempt_status
description: Customer's tax exemption status
tests:
- not_null
- accepted_values:
values:
- none
- exempt
- partial
- government
- non-profit
- educational
- religious
- charitable
- military
- diplomatic
- name: salesforce_lead_id
description: Corresponding Salesforce lead ID for the customer
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents the corresponding Salesforce lead ID for
each customer. It appears to be unique in this sample and likely corresponds
to a unique Salesforce record for each customer.
- name: account_balance
description: Customer's current account balance
tests:
- not_null
- name: account_balance_duplicate
description: Current balance of the customer's account
tests:
- not_null
- name: creation_date
description: Date and time when the customer record was created
tests:
- not_null
- name: shipping_carrier
description: Carrier used for shipping orders
tests:
- not_null
- name: shipping_city
description: City of customer's shipping address
tests:
- not_null
- name: shipping_country
description: Country of customer's shipping address
tests:
- not_null
- name: shipping_line_1
description: First line of customer's shipping address
tests:
- not_null
- name: shipping_line_2
description: Second line of customer's shipping address
tests:
- not_null
- name: shipping_phone
description: Contact phone number for shipping
tests:
- not_null
- name: shipping_postal_code
description: Postal code of customer's shipping address
tests:
- not_null
- name: shipping_state
description: State or province of customer's shipping address
tests:
- not_null
- name: tracking_number
description: Tracking number for shipped orders
tests:
- not_null
tests: []
version: 2
models:
- name: stg_sf_lead_data
description: The table is about sales leads. It contains detailed information on
each lead, including personal data, contact information, lead source, conversion
status, and various tracking and scoring metrics. The table also includes custom
fields for specific business processes, marketing campaign data, and integration
with third-party tools and services. It represents a comprehensive view of a lead's
journey through the sales pipeline.
columns:
- name: owner_id
description: ID of the lead owner
tests:
- not_null
- name: last_modified_by_id
description: ID of user who last modified the lead
tests:
- not_null
- name: converted_contact_id
description: ID of the contact after lead conversion
tests:
- not_null
- name: lead_id
description: ID of the lead
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column likely represents a unique identifier for each lead.
For this table, each row is for a unique lead. The id should be unique across
rows as it's typically used as a primary key in database systems.
- name: photo_url
description: URL of the lead's photo
tests:
- not_null
- name: created_by_id
description: ID of the user who created the lead
tests:
- not_null
- name: is_converted
description: Indicates if the lead has been converted
tests:
- not_null
- name: is_unread_by_owner
description: Indicates if the lead is unread by owner
tests:
- not_null
- name: status
description: Current status of the lead
tests:
- not_null
- accepted_values:
values:
- New
- Contacted
- Qualified
- Proposal Sent
- Negotiation
- Converted
- Lost
- Nurturing
- On Hold
- Unqualified
- name: lead_industry
description: Industry of the lead
tests:
- not_null
- name: is_deleted
description: Indicates if the lead has been deleted
tests:
- not_null
- name: company_name
description: Company name of the lead
tests:
- not_null
- name: email
description: Lead's email address
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column contains the lead's email address. In most business
contexts, each lead would have a unique email address, making it a good candidate
for a unique identifier.
- name: lead_last_name
description: Last name of the lead
tests:
- not_null
- name: active_in_sequence
description: Indicates if lead is active in a sequence
tests:
- not_null
- name: clearbit_data_ready
description: Indicates if Clearbit data is ready
tests:
- not_null
- name: has_opted_out_of_email
description: ''
tests:
- not_null
- name: converted_salesforce_account_id
description: ID of the account after lead conversion
tests:
- not_null
- name: demo_scheduled_calendly
description: Demo scheduled using Calendly
tests:
- not_null
- name: marked_for_deletion
description: Flag indicating if the lead should be deleted
tests:
- not_null
- name: email_quality
description: Email quality indicator
tests:
- not_null
- name: email_bounced_c
description: ''
tests:
- not_null
- name: created_by_clearbit
description: Indicates if created by Clearbit
tests:
- not_null
- name: is_competitor
description: Indicates if company is a competitor
tests:
- not_null
- name: routing_action
description: Routing action taken in LeanData
tests:
- not_null
- accepted_values:
values:
- converted
- assigned
- routed
- rejected
- on hold
- pending
- returned
- transferred
- escalated
- merged
- deleted
- name: search_index
description: Search index in LeanData
tests:
- not_null
- accepted_values:
values:
- amazon
- ebay
- walmart
- etsy
- aliexpress
- shopify
- wayfair
- overstock
- newegg
- bestbuy
- target
- homedepot
- lowes
- macys
- nordstrom
- zappos
- chewy
- wish
- rakuten
- jd.com
- name: reporting_matched_account_id
description: Matched account ID for reporting in LeanData
tests:
- not_null
- name: routing_status
description: Current routing status in LeanData
tests:
- not_null
- accepted_values:
values:
- converted
- routed
- pending
- failed
- unrouted
- in_progress
- on_hold
- rejected
- canceled
- completed
- name: do_not_route_lead
description: Flag to prevent lead routing
tests:
- not_null
- name: contact_stage
description: Current stage of the contact in sales process
tests:
- not_null
- accepted_values:
values:
- Prospect
- Lead
- Qualified Lead
- Opportunity
- Proposal
- Negotiation
- Closed Won
- Closed Lost
- name: prospect_routing_rules
description: Prospect routing rules for marketing
tests:
- not_null
- name: email_explicit_opt_in
description: Explicit email opt-in status
tests:
- not_null
- name: email_implicit_opt_in
description: Implicit email opt-in status
tests:
- not_null
- name: gdpr_opt_in_status
description: Explicit GDPR opt-in status
tests:
- not_null
- name: is_user_gem
description: Indicates if the lead is a user gem
tests:
- not_null
- name: last_interaction_description
description: Last interesting moment description
tests:
- not_null
- name: last_interaction_source
description: Source of last interesting moment
tests:
- not_null
- accepted_values:
values:
- Lead action
- Email
- Phone call
- Meeting
- Website visit
- Form submission
- Social media interaction
- Event attendance
- Webinar participation
- Demo request
- Quote request
- Content download
- Chat conversation
- Referral
- Product trial
- Survey response
- Newsletter subscription
- name: last_interaction_type
description: Type of last interesting moment
tests:
- not_null
- accepted_values:
values:
- Milestone
- First Purchase
- Registration
- Feature Adoption
- Upgrade
- Feedback Submission
- Support Interaction
- Referral
- Content Creation
- Goal Achievement
- Login
- Survey Completion
- Social Share
- Subscription
- Cancellation
- Reactivation
- High Usage
- Low Usage
- Customization
- Integration
- name: lead_priority_score
description: Lead priority score
tests:
- not_null
- name: lead_urgency
description: Urgency value of the lead
tests:
- not_null
- name: cloudingo_agent_as
description: Cloudingo agent AS field
tests:
- not_null
- name: cloudingo_agent_les
description: Cloudingo agent LES field
tests:
- not_null
- name: marketo_sync_exclusion
description: Flag to exclude lead from Marketo sync
tests:
- not_null
- name: last_utm_campaign
description: Most recent UTM campaign
tests:
- not_null
- name: last_utm_content
description: Most recent UTM content
tests:
- not_null
- accepted_values:
values:
- LinkedIn
- Facebook
- Twitter
- Instagram
- TikTok
- YouTube
- Pinterest
- Reddit
- Snapchat
- WhatsApp
- Tumblr
- Medium
- Quora
- Glassdoor
- Indeed
- Monster
- CareerBuilder
- SlideShare
- Vimeo
- Flickr
- name: last_utm_medium
description: Most recent UTM medium
tests:
- not_null
- accepted_values:
values:
- paid_social
- organic_social
- email
- cpc
- display
- affiliate
- referral
- organic_search
- direct
- video
- ppc
- retargeting
- sms
- push
- podcast
- banner
- native
- press_release
- sponsorship
- name: last_utm_source
description: Most recent UTM source
tests:
- not_null
- name: last_utm_term
description: Most recent UTM term
tests:
- not_null
- name: behavioral_score
description: Behavioral score of the lead
tests:
- not_null
- name: is_emea_event_routing
description: EMEA event routing status
tests:
- not_null
- name: csi_description
description: Description of the CSI code
tests:
- not_null
- name: attended_event
description: Indicates if lead attended an event
tests:
- not_null
- name: manual_route_trigger
description: Flag for manual routing trigger in LeanData
tests:
- not_null
- name: mql_reason
description: Reason for Marketing Qualified Lead status
tests:
- not_null
- accepted_values:
values:
- Website
- Email Campaign
- Social Media
- Webinar
- Trade Show
- Referral
- Content Download
- Demo Request
- Free Trial
- Contact Form
- Phone Inquiry
- Chat
- Partner Channel
- Paid Advertising
- Organic Search
- Blog Subscription
- Newsletter Signup
- Product Usage
- Survey Response
- Event Attendance
- name: enrichment_request
description: Flag for data enrichment request
tests:
- not_null
- name: fivetran_use_case
description: Potential use case for Fivetran
tests:
- not_null
- name: sales_email_opt_out_c
description: ''
tests:
- not_null
- name: created_by_user_gems
description: Indicates if created by User Gems
tests:
- not_null
- name: is_verified
description: Indicates if the lead is verified
tests:
- not_null
- name: startup_certification_eligible
description: Startup certification eligibility
tests:
- not_null
- name: email_double_opt_in
description: Double opt-in confirmation status
tests:
- not_null
- name: all_lead_source_categories
description: Categories of all lead sources
tests:
- not_null
- name: all_lead_sources
description: All lead sources for the contact
tests:
- not_null
- name: all_utm_campaigns
description: All UTM campaign tags
tests:
- not_null
- name: all_utm_mediums
description: All UTM medium tags
tests:
- not_null
- name: all_utm_sources
description: All UTM source tags
tests:
- not_null
- name: annual_revenue
description: Annual revenue of the account
tests:
- not_null
- name: contact_status
description: Current status of the contact
tests:
- not_null
- name: conversion_date
description: Date when the lead converted
tests:
- not_null
- name: conversion_object_name
description: Name of the object after conversion
tests:
- not_null
- name: conversion_object_type
description: Type of object after conversion
tests:
- not_null
- name: converted_date
description: Date when the lead was converted
tests:
- not_null
- name: converted_datetime
description: Date and time of lead conversion
tests:
- not_null
- name: converted_opportunity_id
description: ID of the opportunity after lead conversion
tests:
- not_null
- name: created_date
description: Date when the lead was created
tests:
- not_null
- name: email_bounce_date
description: Date when email bounced
tests:
- not_null
- name: email_bounce_reason
description: Reason for email bounce
tests:
- not_null
- name: engagio_first_engagement_date
description: Date of first engagement in Engagio
tests:
- not_null
- name: first_mql_date
description: Date of first Marketing Qualified Lead status
tests:
- not_null
- name: first_search_term
description: First search term used by the lead
tests:
- not_null
- name: first_search_type
description: Type of first search performed
tests:
- not_null
- name: fivetran_account_id
description: Fivetran account ID
tests:
- not_null
- name: fivetran_account_stage
description: Stage of the Fivetran account
tests:
- not_null
- name: fivetran_active_status
description: Indicates if the record is active in Fivetran
tests:
- not_null
- name: fivetran_association_date
description: Date of Fivetran account association
tests:
- not_null
- name: fivetran_user_id
description: Fivetran user identifier
tests:
- not_null
- name: fivetran_user_roles
description: User roles in Fivetran account
tests:
- not_null
- name: free_trial_confirmation_date
description: Date when free trial email was confirmed
tests:
- not_null
- name: intent_topics
description: Topics of interest for the lead
tests:
- not_null
- name: last_completed_cadence_step
description: Last completed step in SalesLoft cadence
tests:
- not_null
- name: last_interesting_moment_date
description: Date of last interesting moment in Sales Insight
tests:
- not_null
- name: last_modified_date
description: Date when the lead was last modified
tests:
- not_null
- name: last_modified_timestamp
description: Last modification timestamp
tests:
- not_null
- name: lead_bi_tools
description: Business intelligence tools used by lead
tests:
- not_null
- name: lead_comments
description: Comments related to the lead
tests:
- not_null
- name: lead_creation_datetime
description: Date and time when the lead was created
tests:
- not_null
- name: lead_notes
description: Additional notes about the lead
tests:
- not_null
- name: lead_number_c
description: ''
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column appears to be a unique identifier for each lead.
In the sample data, it has a distinct value (1305025). Assuming this is an
auto-incrementing or uniquely generated number for each lead, it would be
unique across all rows.
- name: lead_tags
description: Tags associated with lead in LeanData
tests:
- not_null
- name: lead_url
description: URL associated with the lead
tests:
- not_null
- name: metadata_creation_date
description: Date when the lead metadata was created
tests:
- not_null
- name: partner_rep_email
description: Email of partner representative
tests:
- not_null
- name: partner_rep_name
description: Name of partner representative
tests:
- not_null
- name: partner_type
description: Type of partnership
tests:
- not_null
- name: past_account
description: Past account information
tests:
- not_null
- name: past_user_gems_info
description: Past information from User Gems
tests:
- not_null
- name: previous_company
description: Previous company of the lead
tests:
- not_null
- name: previous_job_title
description: Previous job title of the lead
tests:
- not_null
- name: previous_lead_source
description: Previous lead source
tests:
- not_null
- name: previous_lead_source_detail
description: Details of previous lead source
tests:
- not_null
- name: referral_account
description: Referral account information
tests:
- not_null
- name: referral_contact
description: Referral contact information
tests:
- not_null
- name: referral_email
description: Email address of the referral contact
tests:
- not_null
- name: referral_first_name
description: First name of the referral
tests:
- not_null
- name: referral_last_name
description: Last name of the referral
tests:
- not_null
- name: reporting_timestamp
description: Timestamp for reporting in LeanData
tests:
- not_null
- name: sales_email_opt_out_date_time_c
description: ''
tests:
- not_null
- name: sales_volume_millions
description: Sales volume in millions
tests:
- not_null
- name: twitter_url
description: Twitter profile URL of the lead
tests:
- not_null
- name: zoominfo_technologies
description: Technologies used, from ZoomInfo
tests:
- not_null
tests: []
version: 2
models:
- name: stg_sf_opportunity_history_data
description: The table is about sales opportunity history. It contains details like
opportunity ID, account ID, amount, close date, creation date, forecast category,
probability, stage name, and owner ID. The data tracks various attributes of sales
opportunities including whether they were won or lost, deleted, and had associated
activities. It also includes fiscal period information and opportunity type.
columns:
- name: forecast_category_id
description: Category for forecasting purposes
tests:
- not_null
- name: is_closed
description: Indicates if the opportunity is closed
tests:
- not_null
- name: opportunity_category
description: Classification or category of the opportunity
tests:
- not_null
- name: opportunity_type_id
description: Identifier for the type of sales opportunity record
tests:
- not_null
- name: has_overdue_task
description: Indicates if there's an overdue task
tests:
- not_null
- name: opportunity_amount
description: Monetary value of the opportunity
tests:
- not_null
- name: is_deleted
description: Indicates if the opportunity is deleted
tests:
- not_null
- name: is_won
description: Indicates if the opportunity was won
tests:
- not_null
- name: opportunity_id
description: Unique identifier for the opportunity
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each opportunity.
For this table, each row is for a specific sales opportunity. The opportunity_id
appears to be unique across rows, as it follows a consistent format (e.g.,
'006q000000HddohAAB') and is typically used as a primary key in database systems.
- name: is_active
description: Indicates if the record is currently active
tests:
- not_null
- name: salesforce_account_id
description: Unique identifier for the associated account
tests:
- not_null
- name: lead_source_id
description: Source of the lead for this opportunity
tests:
- not_null
- name: win_probability
description: Likelihood of winning the opportunity
tests:
- not_null
- name: stage_name
description: Current stage of the sales opportunity
tests:
- not_null
- accepted_values:
values:
- Lead
- Prospect
- Qualification
- Needs Analysis
- Proposal
- Negotiation
- Closed Won
- Closed Lost
- GavUFuuf4DrnQAoiRGlWpQ==
- tXi3M8u3iPxq0ggxTSxMKw==
- 9RN9J3tlxr89gDctReax5w==
- name: has_line_items
description: Indicates if line items are present
tests:
- not_null
- name: owner_id
description: Identifier of the opportunity owner
tests:
- not_null
- name: forecast_category_name
description: Name of the forecast category
tests:
- not_null
- name: opportunity_name
description: Name or title of the opportunity
tests:
- not_null
- name: has_open_activity
description: Indicates if there's an open activity
tests:
- not_null
- name: campaign_id
description: Identifier for associated marketing campaign
tests:
- not_null
- name: close_date
description: Date when the opportunity was closed
tests:
- not_null
- name: created_date
description: Date when the opportunity was created
tests:
- not_null
- name: fiscal_quarter
description: Fiscal quarter of the opportunity
tests:
- not_null
- accepted_values:
values:
- '1'
- '2'
- '3'
- '4'
- name: fiscal_year
description: Fiscal year of the opportunity
tests:
- not_null
- accepted_values:
values:
- '2015'
- '2016'
- '2017'
- '2018'
- '2019'
- '2020'
- '2021'
- '2022'
- '2023'
- '2024'
- name: validity_end_date
description: End date of the record's validity
tests:
- not_null
- name: validity_start_date
description: Start date of the record's validity
tests:
- not_null
tests: []
version: 2
models:
- name: snapshot_sf_account_history_data
description: The table contains the latest version of Salesforce account data. It
includes account details like name, address, industry, and metadata. Some fields
are encrypted for security. Each row represents the most current information for
a unique account. Deleted accounts are included but flagged. The table provides
a snapshot of all accounts at the current point in time.
columns:
- name: account_name
description: Name of the account
tests:
- not_null
- name: shipping_country
description: Country for shipping address
tests:
- not_null
- name: account_source
description: Origin or source of the account
tests:
- not_null
- name: record_id
description: Unique identifier for the record
tests:
- not_null
- unique
cocoon_meta:
unique_reason: Unique dimension key, derived from the slowly changing dimension
- name: is_deleted
description: Indicates if the record is deleted
tests:
- not_null
- name: record_type_id
description: ID of the record type
tests:
- not_null
- name: industry
description: Industry sector of the account
tests:
- not_null
- name: master_record_id
description: ID of the master record if merged
tests:
- not_null
- name: encrypted_website
description: Encrypted website URL of the account
tests:
- not_null
- name: owner_id
description: ID of the account owner
tests:
- not_null
- name: billing_street
description: Street address for billing
tests:
- not_null
- name: description
description: Additional details about the account
tests:
- not_null
- name: billing_postal_code
description: Postal code for billing address
tests:
- not_null
- name: encrypted_account_type
description: Encrypted account type or category
tests:
- not_null
- name: is_active
description: Indicates if the record is currently active
tests:
- not_null
- name: employee_count
description: Total number of employees in the company
tests:
- not_null
- name: parent_account_id
description: ID of the parent account if exists
tests:
- not_null
- name: shipping_city
description: City for shipping address
tests:
- not_null
- name: shipping_postal_code
description: Postal code for shipping address
tests:
- not_null
- name: shipping_state
description: State for shipping address
tests:
- not_null
- name: shipping_street
description: Shipping street address of the account
tests:
- not_null
tests: []
version: 2
models:
- name: stg_sf_task_data
description: The table is about task data, likely from a CRM system. It contains
details such as task ID, account ID, assigned user, task type, status, creation
date, and completion date. The table also includes information about task priority,
description, and associated contacts or opportunities. Some fields suggest integration
with external tools like Sales Loft or Vidyard.
columns:
- name: salesforce_account_id
description: Unique identifier for the associated account
tests:
- not_null
- name: assigned_to_name
description: Name of the person assigned to the task
tests:
- not_null
- name: associated_person_count
description: Count of associated persons (e.g., contacts)
tests:
- not_null
- name: subject
description: Subject or title of the task
tests:
- not_null
- name: created_by_id
description: ID of the user who created the task
tests:
- not_null
- name: id
description: Unique identifier for the task
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for each task. For
this table, each row is a distinct task, and the id appears to be unique across
rows.
- name: is_archived
description: Indicates if the task is archived
tests:
- not_null
- name: last_modified_by_id
description: ID of user who last modified
tests:
- not_null
- name: priority
description: Priority level of the task
tests:
- not_null
- accepted_values:
values:
- Low
- Normal
- High
- Urgent
- Critical
- name: record_type_id
description: Unique identifier for the record type
tests:
- not_null
- name: is_collections_hold
description: Indicates if collections are on hold
tests:
- not_null
- name: associated_object_id
description: ID of the associated object (e.g., opportunity)
tests:
- not_null
- name: meeting_type
description: Type of meeting
tests:
- not_null
- accepted_values:
values:
- Default Personal Meeting
- Team Meeting
- Client Meeting
- Project Review
- Brainstorming Session
- One-on-One
- Board Meeting
- All-Hands Meeting
- Training Session
- Interview
- Performance Review
- Sales Pitch
- Conference Call
- Webinar
- Workshop
- name: meeting_name
description: Name of the meeting
tests:
- not_null
- accepted_values:
values:
- sync
- reconnect
- brainstorm
- planning
- review
- kickoff
- status update
- training
- onboarding
- interview
- performance review
- project update
- client meeting
- team building
- strategy session
- decision making
- problem solving
- presentation
- workshop
- retrospective
- name: description
description: Description of the task
tests:
- not_null
- name: has_vidyard_video
description: Indicates if Vidyard video is associated
tests:
- not_null
- name: is_no_show
description: Indicates if there was a no-show
tests:
- not_null
- name: status
description: Current status of the task
tests:
- not_null
- accepted_values:
values:
- Not Started
- In Progress
- On Hold
- Completed
- Cancelled
- name: is_collections_plan_activity
description: Indicates if it's a collections plan activity
tests:
- not_null
- name: is_closed
description: Indicates if the task is closed
tests:
- not_null
- name: associated_object_count
description: Count of associated objects (e.g., opportunities)
tests:
- not_null
- name: is_high_priority
description: Indicates if the task is high priority
tests:
- not_null
- name: owner_id
description: ID of the task owner
tests:
- not_null
- name: is_recurring
description: Indicates if the task is recurring
tests:
- not_null
- name: is_deleted
description: Indicates if the task is deleted
tests:
- not_null
- name: associated_person_id
description: ID of the associated person (e.g., contact)
tests:
- not_null
- name: task_subtype
description: Specific category or subtype of the task
tests:
- not_null
- name: has_reminder
description: Indicates if a reminder is set
tests:
- not_null
- name: activity_date
description: Date and time of the activity
tests:
- not_null
- name: affect_layer_call_id
description: Identifier for AffectLayer call
tests:
- not_null
- name: attendance_number
description: Number of attendees for the activity
tests:
- not_null
- name: bizible_id
description: Bizible identifier
tests:
- not_null
- name: bizible_touchpoint_date
description: Date of Bizible touchpoint
tests:
- not_null
- name: call_disposition
description: Outcome or result of the call
tests:
- not_null
- name: call_disposition_custom
description: Custom call disposition field
tests:
- not_null
- name: call_disposition_secondary
description: Secondary call disposition
tests:
- not_null
- name: call_duration_seconds
description: Duration of the call in seconds
tests:
- not_null
- name: call_object
description: Object related to the call
tests:
- not_null
- name: call_recording
description: Link or identifier for call recording
tests:
- not_null
- name: call_type
description: Type or category of the call
tests:
- not_null
- name: campaign
description: Associated campaign
tests:
- not_null
- name: chorus_call_id
description: Identifier for Chorus call
tests:
- not_null
- name: co_sell_partner_account
description: Co-sell partner account
tests:
- not_null
- name: completed_date_time
description: Date and time when the task was completed
tests:
- not_null
- name: created_date
description: Date and time when the task was created
tests:
- not_null
- name: duration_minutes
description: Duration of the activity in minutes
tests:
- not_null
- name: event_name
description: Name of the associated event
tests:
- not_null
- name: invitee_uuid
description: Unique identifier for the invitee
tests:
- not_null
- name: is_co_sell_activity
description: Indicates if it's a co-sell activity
tests:
- not_null
- name: is_co_selling_activity
description: Indicates if it's a co-selling activity
tests:
- not_null
- name: last_modified_date
description: Date of last modification
tests:
- not_null
- name: recurrence_activity_id
description: ID of the recurring activity
tests:
- not_null
- name: recurrence_day_of_month
description: Day of the month for recurring tasks
tests:
- not_null
- name: recurrence_end_date
description: End date for recurring tasks
tests:
- not_null
- name: recurrence_instance
description: Instance of the recurring task
tests:
- not_null
- name: recurrence_interval
description: Interval between recurring tasks
tests:
- not_null
- name: recurrence_month
description: Month of the year for yearly tasks
tests:
- not_null
- name: recurrence_regeneration_type
description: Type of regeneration for recurring tasks
tests:
- not_null
- name: recurrence_start_date
description: Start date for recurring tasks
tests:
- not_null
- name: recurrence_timezone
description: Time zone identifier for recurring tasks
tests:
- not_null
- name: recurrence_type
description: Type of recurrence pattern
tests:
- not_null
- name: recurrence_weekday_mask
description: Bitmask for days of the week
tests:
- not_null
- name: sales_loft_cadence_id
description: Sales Loft cadence ID
tests:
- not_null
- name: sales_loft_cadence_name
description: Name of Sales Loft cadence
tests:
- not_null
- name: sales_loft_click_count
description: Number of clicks in Sales Loft
tests:
- not_null
- name: sales_loft_email_template_id
description: Sales Loft email template ID
tests:
- not_null
- name: sales_loft_email_template_title
description: Title of Sales Loft email template
tests:
- not_null
- name: sales_loft_external_id
description: External identifier for Sales Loft
tests:
- not_null
- name: sales_loft_reply_count
description: Number of replies in Sales Loft
tests:
- not_null
- name: sales_loft_step_day
description: Day of Sales Loft step
tests:
- not_null
- name: sales_loft_step_id
description: Sales Loft step ID
tests:
- not_null
- name: sales_loft_step_name
description: Name of Sales Loft step
tests:
- not_null
- name: sales_loft_step_type
description: Type of Sales Loft step
tests:
- not_null
- name: sales_loft_view_count
description: Number of views in Sales Loft
tests:
- not_null
- name: system_modstamp
description: System modification timestamp
tests:
- not_null
tests: []
version: 2
models:
- name: snapshot_sf_contact_history_data
description: The table is about current contact information. It tracks the most
recent version of personal and professional details for individuals. It includes
names, email addresses, phone numbers, mailing addresses, job titles, and account
associations. The table contains system-related data like last modified dates,
owner IDs, and activity dates. It serves as a snapshot of up-to-date contact data
for customer relationship management purposes.
columns:
- name: mailing_country
description: Country in the mailing address
tests:
- not_null
- name: lead_source
description: Source of the lead or contact
tests:
- not_null
- name: mailing_city
description: City in the mailing address
tests:
- not_null
- name: contact_id
description: Unique identifier for the contact record
tests:
- not_null
- unique
cocoon_meta:
unique_reason: Unique dimension key, derived from the slowly changing dimension
- name: last_name
description: Last name of the contact
tests:
- not_null
- name: owner_id
description: ID of the user who owns the record
tests:
- not_null
- name: mailing_country_code
description: Country code in the mailing address
tests:
- not_null
- name: mailing_state
description: State in the mailing address
tests:
- not_null
- accepted_values:
values:
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- name: last_modified_by_id
description: ID of user who last modified the record
tests:
- not_null
- name: email
description: Email address of the contact
tests:
- not_null
- name: full_name
description: Full name of the contact
tests:
- not_null
- name: mailing_street
description: Street address in the mailing address
tests:
- not_null
- name: account_id
description: Unique identifier for the associated account
tests:
- not_null
- name: is_active
description: Indicates if the record is currently active
tests:
- not_null
- name: description
description: Additional notes or description about the contact
tests:
- not_null
- name: primary_phone
description: Primary phone number of the contact
tests:
- not_null
- name: job_title
description: Job title of the individual
tests:
- not_null
- name: home_phone
description: Home phone number of the contact
tests:
- not_null
- name: individual_id
description: Identifier for the individual (if different from contact)
tests:
- not_null
- name: is_deleted
description: Indicates if the record has been deleted
tests:
- not_null
- name: last_activity_date
description: Date of the most recent activity
tests:
- not_null
- name: last_referenced_date
description: Date the record was last referenced
tests:
- not_null
- name: last_viewed_date
description: Date the record was last viewed
tests:
- not_null
- name: mailing_postal_code
description: Postal code in the mailing address
tests:
- not_null
- name: master_record_id
description: ID of the master record if duplicates exist
tests:
- not_null
- name: mobile_phone
description: Mobile phone number of the contact
tests:
- not_null
- name: reports_to_id
description: ID of the person this contact reports to
tests:
- not_null
tests: []
version: 2
models:
- name: stg_sf_event_data
description: The table is about event data. It contains details of various events
or activities, including their type (e.g., Call, Meeting), duration, start and
end times, associated accounts and contacts, and other metadata. The table includes
fields for event description, location, recurrence information, and system details
like creation and modification timestamps.
columns:
- name: salesforce_account_id
description: Unique identifier for the associated account
tests:
- not_null
- name: is_collections_hold
description: Indicates if collections are on hold
tests:
- not_null
- name: created_by_id
description: ID of the user who created the record
tests:
- not_null
- name: description
description: Description of the event or activity
tests:
- not_null
- name: duration_minutes
description: Duration of the event in minutes
tests:
- not_null
- name: event_subtype
description: Subtype or category of the event
tests:
- not_null
- name: is_collections_plan_execution
description: Indicates collections plan execution activity
tests:
- not_null
- name: group_event_type
description: Type of group event
tests:
- not_null
- name: event_id
description: Unique identifier for the event
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents the unique identifier for each event.
For this table, each row is an individual event, and event_id is designed
to be unique for each event. It is likely to be unique across rows.
- name: is_archived
description: Indicator for archived status
tests:
- not_null
- name: is_child_event
description: Indicator for child event
tests:
- not_null
- name: is_deleted
description: Indicator for deleted status
tests:
- not_null
- name: is_group_event
description: Indicator for group event
tests:
- not_null
- name: is_private
description: Indicator for private event
tests:
- not_null
- name: is_recurring
description: Indicator for recurring event
tests:
- not_null
- name: is_recurring_secondary
description: Secondary indicator for recurring event
tests:
- not_null
- name: is_recurrence_exception
description: Indicator for recurrence exception
tests:
- not_null
- name: is_recurrence_exclusion
description: Indicator for recurrence exclusion
tests:
- not_null
- name: has_reminder
description: Indicator for reminder set
tests:
- not_null
- name: last_modified_by_id
description: ID of user who last modified
tests:
- not_null
- name: is_no_show
description: Indicator for no-show
tests:
- not_null
- name: owner_id
description: ID of the event owner
tests:
- not_null
- name: show_as
description: Availability status during event
tests:
- not_null
- accepted_values:
values:
- Busy
- Free
- Tentative
- Out of Office
- name: subject
description: Subject or title of the event
tests:
- not_null
- name: event_type
description: Type of event (e.g., Call, Meeting)
tests:
- not_null
- accepted_values:
values:
- Call
- Meeting
- Conference
- Presentation
- Workshop
- Webinar
- Interview
- Training
- Seminar
- Team Building
- Brainstorming
- Performance Review
- Client Visit
- Project Kickoff
- Status Update
- Demo
- Product Launch
- Networking Event
- Board Meeting
- Town Hall
- name: vidyard_enabled
description: Vidyard integration flag
tests:
- not_null
- name: associated_object_count
description: Count of associated objects
tests:
- not_null
- name: associated_object_id
description: ID of associated object
tests:
- not_null
- name: associated_contact_count
description: Count of associated contacts
tests:
- not_null
- name: associated_contact_id
description: ID of associated contact
tests:
- not_null
- name: activity_date
description: Date of the activity or event
tests:
- not_null
- name: activity_datetime
description: Date and time of the activity or event
tests:
- not_null
- name: attendance_count
description: Number of attendees for the event
tests:
- not_null
- name: call_recording
description: Link or identifier for call recording
tests:
- not_null
- name: campaign_id
description: Associated campaign identifier
tests:
- not_null
- name: chorus_call_id
description: Identifier for Chorus call
tests:
- not_null
- name: created_datetime
description: Date and time the record was created
tests:
- not_null
- name: end_date
description: End date of the event
tests:
- not_null
- name: end_datetime
description: End date and time of the event
tests:
- not_null
- name: expected_payment_date
description: Expected date of payment
tests:
- not_null
- name: first_meeting_date
description: Date of first meeting held
tests:
- not_null
- name: invitee_id
description: Unique identifier for the invitee
tests:
- not_null
- name: is_co_sell_activity
description: Indicator for co-sell activity
tests:
- not_null
- name: is_co_selling_activity
description: Indicates if it's a co-selling activity
tests:
- not_null
- name: last_modified_date
description: Date and time of last modification
tests:
- not_null
- name: recurrence_activity_id
description: ID of recurring activity
tests:
- not_null
- name: recurrence_day_of_month
description: Day of month for recurring events
tests:
- not_null
- name: recurrence_day_of_week_mask
description: Mask for recurring days of week
tests:
- not_null
- name: recurrence_end_date
description: End date for recurring events
tests:
- not_null
- name: recurrence_instance
description: Instance of recurring event
tests:
- not_null
- name: recurrence_interval
description: Interval between recurring events
tests:
- not_null
- name: recurrence_month_of_year
description: Month of year for recurring events
tests:
- not_null
- name: recurrence_start_date_time
description: Start date and time for recurring events
tests:
- not_null
- name: recurrence_time_zone_id
description: Time zone identifier for recurring events
tests:
- not_null
- name: recurrence_type
description: Type of recurrence pattern
tests:
- not_null
- name: start_date_time
description: Start date and time of event
tests:
- not_null
- name: system_modstamp
description: System modification timestamp
tests:
- not_null
tests: []
version: 2
models:
- name: stg_sf_user_data
description: The table is about Salesforce user data. It contains personal and account
details for users, including names, email addresses, roles, and preferences. Some
fields are encrypted. The table tracks active status, login dates, and system
settings for each user. It appears to be a comprehensive user profile database
for a Salesforce instance.
columns:
- name: full_name
description: User's full name
tests:
- not_null
- name: first_name
description: User's first name
tests:
- not_null
- name: phone
description: User's phone number
tests:
- not_null
- name: manager_id
description: Identifier for the user's manager
tests:
- not_null
- name: small_banner_url
description: URL for small-sized banner photo
tests:
- not_null
- name: community_nickname
description: User's nickname in the community
tests:
- not_null
- name: group_notification_frequency
description: Frequency of group notifications
tests:
- not_null
- accepted_values:
values:
- Never
- Immediately
- Daily
- Weekly
- Monthly
- Custom
- jZwwfLfzxKMoIqUZItHOqg==
- name: last_name
description: User's last name (encrypted)
tests:
- not_null
- name: forecast_enabled
description: Indicates if forecasting is enabled
tests:
- not_null
- name: username
description: Unique username for Salesforce login
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents the unique username for Salesforce login.
In Salesforce, usernames are required to be unique across the entire organization.
- name: user_alias
description: User's alternate name or nickname
tests:
- not_null
- name: banner_photo_url
description: URL of user's banner photo
tests:
- not_null
- name: medium_banner_url
description: URL for medium-sized banner photo
tests:
- not_null
- name: email_encoding_key
description: Key for encoding user's emails
tests:
- not_null
- name: badge_text
description: Text displayed on user's badge
tests:
- not_null
- name: auto_bcc_enabled
description: Auto BCC preference for emails
tests:
- not_null
- name: is_photo_active
description: Indicates if user's profile photo is active
tests:
- not_null
- name: profile_id
description: Identifier for the user's profile
tests:
- not_null
- name: _fivetran_active
description: ''
tests:
- not_null
- name: locale_key
description: Locale-specific identifier key
tests:
- not_null
- name: role_id
description: Unique identifier for user's role in Salesforce
tests:
- not_null
- name: small_photo_url
description: URL for small-sized profile photo
tests:
- not_null
- name: is_active
description: Indicates if the user record is active
tests:
- not_null
- name: receives_admin_emails
description: Indicates if user receives admin emails
tests:
- not_null
- name: user_type
description: Category of user (e.g., standard, partner, customer)
tests:
- not_null
- accepted_values:
values:
- standard
- partner
- customer
- admin
- guest
- premium
- free
- business
- enterprise
- developer
- 622K5vICg3VbM5wNwnOYiw==
- name: user_time_zone
description: User's preferred time zone setting
tests:
- not_null
- name: is_deleted
description: Indicates if the user record is deleted
tests:
- not_null
- name: user_id
description: Unique identifier for the user
tests:
- not_null
- unique
cocoon_meta:
unique_reason: This column represents a unique identifier for the user. User
IDs in Salesforce are system-generated and guaranteed to be unique for each
user.
- name: receives_info_emails
description: Indicates if user receives info emails
tests:
- not_null
- name: email
description: User's email address
tests:
- not_null
- name: full_photo_url
description: URL of user's full-size photo
tests:
- not_null
- name: delegated_approver_id
description: ID of user's delegated approver
tests:
- not_null
- name: last_login
description: Date and time of user's last login
tests:
- not_null
- name: last_referenced
description: Date the user was last referenced
tests:
- not_null
- name: last_viewed
description: Date the user last viewed content
tests:
- not_null
- name: secondary_id
description: Secondary identifier for the individual
tests:
- not_null
tests: []
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