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bcaudillo/README.md

Fivetran Sales Buddy - Chrome Extension

A quick-reference tool for your sales team to access troubleshooting guides, connector info, and talking points without leaving their browser.

Features

Search - Type to find answers instantly
Browse Categories - Connectors, Errors & Troubleshooting, ODI, Data Anomalies, Pricing
Error Code Reference - Understand HTTP status codes (400, 401, 403, 404, 422, 429, 5xx) and root causes
Diagnostic Framework - The "Big 3" troubleshooting checklist for any Fivetran issue
One-Click Answers - Expand any item to see detailed explanations
Non-Technical Design - Simple, clear language for your whole team

Installation

Step 1: Prepare the Extension Files

  1. Download or copy all extension files to a folder on your computer:
    fivetran-sales-buddy/
    ├── manifest.json
    ├── popup.html
    ├── popup.css
    ├── popup.js
    ├── data.js
    └── images/ (optional: place icon files here)
    

Step 2: Load into Chrome

  1. Open Chrome and go to chrome://extensions/
  2. Enable Developer Mode (toggle in top-right corner)
  3. Click Load unpacked
  4. Select the fivetran-sales-buddy folder
  5. The extension should appear in your extensions list

Step 3: Pin to Toolbar (Optional)

  1. Click the puzzle icon 🧩 in Chrome toolbar
  2. Find "Fivetran Sales Buddy"
  3. Click the pin icon to pin it to your toolbar for quick access

Usage

  1. Click the extension icon in your Chrome toolbar
  2. Search: Type any question in the search bar (e.g., "MySQL to Databricks", "what is ODI")
  3. Browse: Click category tabs (Connectors, Troubleshooting, etc.) to explore
  4. Expand: Click any item to see the full answer

Adding/Editing Content

Content is stored in data.js. Each entry has:

  • id - Unique identifier
  • category - One of: connectors, troubleshooting, odi, data-anomalies, pricing
  • question - The main question
  • preview - Short one-liner
  • answer - Full HTML answer with tips and scripts

Example: Adding a New Item

{
  id: 11,
  category: "troubleshooting",
  question: "What should I do if a sync times out?",
  preview: "Handling sync timeout errors",
  answer: `
    <div class="answer-section">
      <strong>Common Causes:</strong>
      <ul>
        <li>Source database is very large (10M+ rows)</li>
        <li>Network latency or connection issues</li>
        <li>Destination warehouse is slow to accept writes</li>
      </ul>
    </div>
    // ... more HTML
  `
}

Add to the knowledgeBase array in data.js and reload the extension in Chrome.

Updating the Extension

After editing data.js or other files:

  1. Go to chrome://extensions/
  2. Find "Fivetran Sales Buddy"
  3. Click the refresh icon 🔄

Your changes appear immediately.

What's Included

  • 10+ FAQs covering:

    • MySQL & PostgreSQL connector setup
    • Databricks integration troubleshooting
    • ODI (On-Demand Ingestion) explainers
    • Data anomaly diagnosis
    • Pricing models and cost optimization
  • Talking Points for each answer - ready to use in customer calls

  • Code Examples for common API calls and database commands

Tips for Your Team

  • Bookmarks: Teach team members to pin the extension to their toolbar
  • Search First: Searching is faster than browsing categories
  • Copy-Paste Friendly: Code blocks and scripts can be copied directly to email/Slack
  • Customize: Add your team's specific scenarios to the knowledge base

Support

To add new content or update existing items:

  1. Edit data.js
  2. Add to the knowledgeBase array
  3. Reload the extension in Chrome

Questions? Customize the content to match your team's most common call scenarios.


Version: 1.0
Last Updated: April 2026
Status: Ready for your team to use

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