CRMPro → Salesforce — Epicor 10: what the shipped templates set up

CRMPro → Salesforce — Epicor 10: what the shipped templates set up

Keep this skill current. dlake ships updates often and this text is embedded in the CLI you have installed. Before relying on it, compare dlake --version with npm view @commercient/dlake version; if they differ, run npm install -g @commercient/dlake@latest and then dlake skills install, which overwrites the installed skill files with the current text.

dlake-crmpro is the parent skill and the authority for everything general: the crmpro_* tools, CRM_Configuration and CRM_FieldList, TimeStampRepository, the three kinds of source view, the NULL-cursor rule and the silent zero-record run. Read it first; this page does not repeat it. dlake-crmpro-salesforce is the destination skill this page is a child of, and the authority for the Salesforce conventions that hold across every ERP: read it first, then come back here for what this source’s own templates set. This page is dlake-crmpro-salesforce/erps/epicor-10.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Epicor 10 → Salesforce templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

Group	Business outcome	Objects	Source tables and views
GetUsers	The templates push user to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	user	—
Account	In addition to creating the Account record from your ERP customer records, Commercient syncs over the entire Accounting AR Customer record into a Commercient AR Customer object which is a Managed Custom Object (MCO). A lookup field is provided to lookup to the default AR Customer record MCO from the Account record. New records are created and existing ones updated; none are deleted.	Account, Contact, CommercientSF10__EPICOR10_Customer__c, CommercientSF10__EPICOR10_SalesRep__c	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_CustCnt, SF_ERP_Salesforce_Clone_SalesRep
CRM Opportunity and Line	The templates push Opportunity, OpportunityLineItem to Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, OpportunityLineItem	SF_ERP_Salesforce_Clone_QuoteHed, SF_ERP_Salesforce_Clone_QuoteDtl
CRM Order and Line	ERP ORDERHED_UD, ORDERHED, QUOTEHED data becomes Order, OrderItem in Salesforce. New records are created and existing ones updated; none are deleted.	Order, OrderItem	SF_ERP_Salesforce_Clone_OrderHed, SF_ERP_Salesforce_Clone_QuoteHed, CommercientFlags, SF_ERP_Salesforce_Clone_OrderDtl
CRM Quote and Line	The templates push Quote, QuoteLineItem to Salesforce. New records are created and existing ones updated; none are deleted.	Quote, QuoteLineItem	SF_ERP_Salesforce_Clone_QuoteHed, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_QuoteDtl
Customer Multi Ship Addresses	If you are using multiple ship to addresses for a given AR Customer in your ERP system then you will be able to see all the addresses inside the CRM Account screen in a Commercient Multi Ship To Address MCO related list. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOR10_ShipTo__c	SF_ERP_Salesforce_Clone_ShipTo, SF_ERP_Salesforce_Clone_Customer
Product	ERP PART, PARTWHSE data becomes CommercientSF10__EPICOR10_ItemMaster__c, CommercientSF10__EPICOR10_ItemWarehouse__c, Product2 in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOR10_ItemMaster__c, CommercientSF10__EPICOR10_ItemWarehouse__c, Product2	SF_ERP_Salesforce_Clone_Part, SF_ERP_Salesforce_Clone_PartWhse
Invoice	Both Open and Historical invoices are synchronized. Open invoice changes, such as a balance change, or a terms change are reflected in the CRM as they sync based on the frequency of the sync you have chosen (e.g. every hour for example). New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOR10_InvcHead__c, CommercientSF10__EPICOR10_InvcDtl__c	SF_ERP_Salesforce_Clone_InvcHead, CommercientFlags, SF_ERP_Salesforce_Clone_InvcDtl
Pricebook	ERP PART data becomes PricebookEntry, PriceBookEntry in Salesforce. New records are created and existing ones updated; none are deleted.	PricebookEntry, PriceBookEntry	SF_ERP_Salesforce_Clone_Part
Salesorder	Commercient will sync the Sales Orders from the ERP Sales Order Entry module to the Commercient Sales Order Header (MCO) objects in CRM. In the CRM, customer service and sales people can visualize the status of the order such as on hold, backorder, forward order, scheduled for delivery, whether it has shipped, and completion status. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOR10_OrderHed__c, CommercientSF10__EPICOR10_OrderDtl__c	SF_ERP_Salesforce_Clone_OrderHed, CommercientFlags, SF_ERP_Salesforce_Clone_OrderDtl

2. The process rows the templates create

Each template’s Insert_Query writes one CRM_Configuration row. These are the values it sets; a column the inserts never set is not listed.

Display name	CRM_Object_API_Name	CRM_PK_API_Name	Sync_Order	TimeStamp_Prefix	SQL_Query target	field prefix / postfix	Sync_Operation_Type
GetUsers	user	—	1	vw_EPICOR10_User	select 1 = 0	'' / ''	1
EPICOR10 Sales Person	CommercientSF10__EPICOR10_SalesRep__c	CommercientSF10__ExternalKey__c	1	vw_EPICOR10_SalesPerson	vw_EPICOR10_SalesPerson	CommercientSF10__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	2	vw_EPICOR10_Account	vw_EPICOR10_Account	'' / ''	1
EPICOR10 Customer	CommercientSF10__EPICOR10_Customer__c	CommercientSF10__ExternalKey__c	3	vw_EPICOR10_Customer	vw_EPICOR10_Customer	CommercientSF10__ / __c	1
Account Reverse Lookup	Account	CommercientSF__Commercient_ArCustomerCode__c	4	vw_EPICOR10_CustomerToAccountLookup	vw_EPICOR10_CustomerToAccountLookup	'' / ''	1
EPICOR10 ShipToAddress	CommercientSF10__EPICOR10_ShipTo__c	CommercientSF10__ExternalKey__c	5	vw_EPICOR10_ShipToAddress	vw_EPICOR10_ShipToAddress	CommercientSF10__ / __c	1
Product	Product2	CommercientSF__ExternalKey__c	6	vw_EPICOR10_Product	vw_EPICOR10_Product	'' / ''	1
Create Standard PriceBook	PricebookEntry	ExternalKey__C	7	vw_EPICOR10_StandardPriceBook	vw_EPICOR10_StandardPriceBook	'' / ''	1
Update Standard Pricebook	PriceBookEntry	ExternalKey__C	8	vw_EPICOR10_StandardPriceBook	vw_EPICOR10_StandardPriceBook_Update	'' / ''	1
EPICOR10 Item Master	CommercientSF10__EPICOR10_ItemMaster__c	CommercientSF10__ExternalKey__c	9	vw_EPICOR10_ItemMaster	vw_EPICOR10_ItemMaster	CommercientSF10__ / __c	1
EPICOR10 Item Warehouse	CommercientSF10__EPICOR10_ItemWarehouse__c	CommercientSF10__ExternalKey__c	10	vw_EPICOR10_ItemWarehouse	vw_EPICOR10_ItemWarehouse	CommercientSF10__ / __c	1
Product Reverse Lookup	Product2	CommercientSF__ExternalKey__c	11	vw_EPICOR10_ProductToItemMastertLookup	vw_EPICOR10_ItemMasterToProductLookup	'' / ''	1
EPICOR10 Sales Order Header	CommercientSF10__EPICOR10_OrderHed__c	CommercientSF10__ExternalKey__c	12	vw_EPICOR10_SalesOrderHeader	vw_EPICOR10_SalesOrderHeader	CommercientSF10__ / __c	1
EPICOR10 Sales Order Detail	CommercientSF10__EPICOR10_OrderDtl__c	CommercientSF10__ExternalKey__c	13	vw_EPICOR10_SalesOrderDetail	vw_EPICOR10_SalesOrderDetail	CommercientSF10__ / __c	1
EPICOR10 Invoice Header	CommercientSF10__EPICOR10_InvcHead__c	CommercientSF10__ExternalKey__c	14	vw_EPICOR10_InvoiceHeader	vw_EPICOR10_InvoiceHeader	CommercientSF10__ / __c	1
EPICOR10 Invoice Detail	CommercientSF10__EPICOR10_InvcDtl__c	CommercientSF10__ExternalKey__c	15	vw_EPICOR10_InvoiceDetail	vw_EPICOR10_InvoiceDetail	CommercientSF10__ / __c	1
Contacts	Contact	ExternalKey__c	16	vw_EPICOR10_Contact	vw_EPICOR10_Contact	'' / ''	1
Opportunity	Opportunity	ExternalKey__c	19	vwOpportunity	vw_EPICOR10_Opportunity	'' / ''	—
Opportunity LineItem	OpportunityLineItem	ExternalKey__c	20	vwOpportunityLineItem	vw_EPICOR10_OpportunityLineItem	'' / ''	—
Quote	Quote	ExternalKey__c	22	vwSFQuote	vw_EPICOR10_Quote	'' / ''	—
Quote Line	QuoteLineItem	ExternalKey__c	23	vwSFQuoteLine	vw_EPICOR10_QuoteLineItem	'' / ''	—
Standard Order	Order	ExternalKey__c	45	vw_EPICOR10_Standard_Order_Header	vw_EPICOR10_Standard_Order_Header	'' / ''	1
Standard_Order_Line	OrderItem	ExternalKey__c	46	vw_EPICOR10_Standard_Order_Line	vw_EPICOR10_Standard_Order_Line	'' / ''	1
Standard Order Update	Order	ExternalKey__c	47	vw_EPICOR10_Standard_Order_Header	vw_EPICOR10_Standard_Order_Header_Update	'' / ''	1
Standard_Order_Line_Update	OrderItem	ExternalKey__c	48	vw_EPICOR10_Standard_Order_Line	vw_EPICOR10_Standard_Order_Line_Update	'' / ''	1

Every one of these inserts Is_Active as 0, so an imported process is inactive until an operator activates it. Across the set they insert Is_Create_Entity 0, Is_Create_Fields 0, Is_Active_Get_Records 0, Is_Active_Delete_Records 0, Sync_Batch_Size 200. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on GetUsers, Create Standard PriceBook — those rows read records back from Salesforce as well as pushing.

3. The views

Each template creates its view with CreateViewQuery, in the gateway dbo schema. “Change detection” names which of the three kinds dlake-crmpro defines the view’s own WHERE makes it; where a view’s shape is not one of those three the column is left empty and the view’s own WHERE is the authority.

View	Change detection	Repository key	Reads other prefixes	Identity column	Source tables
vw_EPICOR10_SalesPerson	insert + update	vw_EPICOR10_SalesPerson:	—	EXTERNALKEY	SF_ERP_Salesforce_Clone_SalesRep
vw_EPICOR10_Account	insert + update	vw_EPICOR10_Account:	vw_EPICOR10_SalesPerson:, vw_EPICOR10_User:	—	SF_ERP_Salesforce_Clone_Customer
vw_EPICOR10_Customer	insert + update	vw_EPICOR10_Customer:	vw_EPICOR10_Account:, vw_EPICOR10_SalesPerson:	EXTERNALKEY	SF_ERP_Salesforce_Clone_Customer
vw_EPICOR10_CustomerToAccountLookup	insert + update	vw_EPICOR10_CustomerToAccountLookup:	vw_EPICOR10_Customer:	—	SF_ERP_Salesforce_Clone_Customer
vw_EPICOR10_ShipToAddress	insert + update	vw_EPICOR10_ShipToAddress:	vw_EPICOR10_Account:, vw_EPICOR10_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_ShipTo, SF_ERP_Salesforce_Clone_Customer
vw_EPICOR10_Product	insert + update	vw_EPICOR10_Product:	—	CommercientSF__ExternalKey__c	SF_ERP_Salesforce_Clone_Part, SF_ERP_Salesforce_Clone_PartWhse
vw_EPICOR10_StandardPriceBook	insert + update	vw_EPICOR10_StandardPriceBook:	vw_EPICOR10_Product:	—	SF_ERP_Salesforce_Clone_Part
vw_EPICOR10_StandardPriceBook_Update	insert + update	vw_EPICOR10_StandardPriceBook:	vw_EPICOR10_Product:	—	SF_ERP_Salesforce_Clone_Part
vw_EPICOR10_ItemMaster	insert + update	vw_EPICOR10_ItemMaster:	vw_EPICOR10_Product:	ExternalKey	SF_ERP_Salesforce_Clone_Part
vw_EPICOR10_ItemWarehouse	insert + update	vw_EPICOR10_ItemWarehouse:	vw_EPICOR10_Product:, vw_EPICOR10_ItemMaster:	ExternalKey	SF_ERP_Salesforce_Clone_PartWhse
vw_EPICOR10_ItemMasterToProductLookup	insert-only	vw_EPICOR10_ProductToItemMastertLookup:	vw_EPICOR10_ItemMaster:	CommercientSF__ExternalKey__c	SF_ERP_Salesforce_Clone_Part
vw_EPICOR10_SalesOrderHeader	insert + update	vw_EPICOR10_SalesOrderHeader:	vw_EPICOR10_Account:, vw_EPICOR10_Customer:, vw_EPICOR10_SalesPerson:	EXTERNALKEY	SF_ERP_Salesforce_Clone_OrderHed, CommercientFlags
vw_EPICOR10_SalesOrderDetail	insert + update	vw_EPICOR10_SalesOrderDetail:	vw_EPICOR10_SalesOrderHeader:	EXTERNALKEY	SF_ERP_Salesforce_Clone_OrderDtl
vw_EPICOR10_InvoiceHeader	insert + update	vw_EPICOR10_InvoiceHeader:	vw_EPICOR10_Account:, vw_EPICOR10_Customer:, vw_EPICOR10_SalesPerson:	EXTERNALKEY	SF_ERP_Salesforce_Clone_InvcHead, CommercientFlags
vw_EPICOR10_InvoiceDetail	insert + update	vw_EPICOR10_InvoiceDetail:	vw_EPICOR10_InvoiceHeader:	EXTERNALKEY	SF_ERP_Salesforce_Clone_InvcDtl
vw_EPICOR10_Contact	insert + update	vw_EPICOR10_Contact:	vw_EPICOR10_Account:	—	SF_ERP_Salesforce_Clone_CustCnt
vw_EPICOR10_Opportunity	insert + update	vwOpportunity:	vw_EPICOR10_Account:	ExternalKey__c	SF_ERP_Salesforce_Clone_QuoteHed
vw_EPICOR10_OpportunityLineItem	insert + update	vwOpportunityLineItem:	vw_EPICOR10_Product:, vwOpportunity:	ExternalKey	SF_ERP_Salesforce_Clone_QuoteDtl
vw_EPICOR10_Quote	insert + update	vwSFQuote:	vw_EPICOR10_Account:, vwOpportunity:	ExternalKey	SF_ERP_Salesforce_Clone_QuoteHed, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Customer
vw_EPICOR10_QuoteLineItem	insert + update	vwSFQuoteLine:	vwSFQuote:, vw_EPICOR10_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_QuoteDtl
vw_EPICOR10_Standard_Order_Header	insert + update	vw_EPICOR10_Standard_Order_Header:	vw_EPICOR10_Account:, vw_EPICOR10_Contact:, vw_EPICOR10_Opportunity:, vw_EPICOR10_Quote:	—	SF_ERP_Salesforce_Clone_OrderHed, SF_ERP_Salesforce_Clone_QuoteHed, CommercientFlags
vw_EPICOR10_Standard_Order_Line	insert + update	vw_EPICOR10_Standard_Order_Line:	vw_EPICOR10_Standard_Order_Header:, vw_EPICOR10_Product:, vw_EPICOR10_StandardPriceBook:, vw_EPICOR10_Quote_Line:	ExternalKey__c	SF_ERP_Salesforce_Clone_OrderDtl
vw_EPICOR10_Standard_Order_Header_Update	insert + update	vw_EPICOR10_Standard_Order_Header:	vw_EPICOR10_Account:, vw_EPICOR10_Contact:, vw_EPICOR10_Opportunity:, vw_EPICOR10_Quote:	—	SF_ERP_Salesforce_Clone_OrderHed, SF_ERP_Salesforce_Clone_QuoteHed, CommercientFlags
vw_EPICOR10_Standard_Order_Line_Update	insert + update	vw_EPICOR10_Standard_Order_Line:	vw_EPICOR10_Standard_Order_Header:, vw_EPICOR10_Product:, vw_EPICOR10_StandardPriceBook:, vw_EPICOR10_Quote_Line:	ExternalKey__c	SF_ERP_Salesforce_Clone_OrderDtl

The repository key these templates build is <TimeStamp_Prefix>:<key>. The literal in the view and the TimeStamp_Prefix on the configuration row have to be the same string, case included.

4. Order of work

The templates set Sync_Order from 1 to 48. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — GetUsers, EPICOR10 Sales Person
• 2 — Account
• 3 — EPICOR10 Customer
• 4 — Account Reverse Lookup
• 5 — EPICOR10 ShipToAddress
• 6 — Product
• 7 — Create Standard PriceBook
• 8 — Update Standard Pricebook
• 9 — EPICOR10 Item Master
• 10 — EPICOR10 Item Warehouse
• 11 — Product Reverse Lookup
• 12 — EPICOR10 Sales Order Header
• 13 — EPICOR10 Sales Order Detail
• 14 — EPICOR10 Invoice Header
• 15 — EPICOR10 Invoice Detail
• 16 — Contacts
• 19 — Opportunity
• 20 — Opportunity LineItem
• 22 — Quote
• 23 — Quote Line
• 45 — Standard Order
• 46 — Standard_Order_Line
• 47 — Standard Order Update
• 48 — Standard_Order_Line_Update

Several of these rows share a Sync_Order value: each template group carries its own numbering, so give the imported processes an order across the whole set rather than taking the template values as one.

These views read another process’s repository prefix, which is what makes the order a dependency order: the row appears in the view only once the process that writes that prefix has run, so a parent flows on one run and its children on the next.

• vw_EPICOR10_Account reads vw_EPICOR10_SalesPerson:, vw_EPICOR10_User:
• vw_EPICOR10_CustomerToAccountLookup reads vw_EPICOR10_Customer:
• vw_EPICOR10_Contact reads vw_EPICOR10_Account:
• vw_EPICOR10_Opportunity reads vw_EPICOR10_Account:
• vw_EPICOR10_OpportunityLineItem reads vw_EPICOR10_Product:, vwOpportunity:
• vw_EPICOR10_Standard_Order_Header reads vw_EPICOR10_Account:, vw_EPICOR10_Contact:, vw_EPICOR10_Opportunity:, vw_EPICOR10_Quote:; no template in this set writes vw_EPICOR10_Opportunity:, vw_EPICOR10_Quote:
• vw_EPICOR10_Standard_Order_Line reads vw_EPICOR10_Standard_Order_Header:, vw_EPICOR10_Product:, vw_EPICOR10_StandardPriceBook:, vw_EPICOR10_Quote_Line:; no template in this set writes vw_EPICOR10_Quote_Line:
• vw_EPICOR10_Standard_Order_Header_Update reads vw_EPICOR10_Account:, vw_EPICOR10_Contact:, vw_EPICOR10_Opportunity:, vw_EPICOR10_Quote:; no template in this set writes vw_EPICOR10_Opportunity:, vw_EPICOR10_Quote:
• vw_EPICOR10_Standard_Order_Line_Update reads vw_EPICOR10_Standard_Order_Header:, vw_EPICOR10_Product:, vw_EPICOR10_StandardPriceBook:, vw_EPICOR10_Quote_Line:; no template in this set writes vw_EPICOR10_Quote_Line:
• vw_EPICOR10_Quote reads vw_EPICOR10_Account:, vwOpportunity:
• vw_EPICOR10_QuoteLineItem reads vwSFQuote:, vw_EPICOR10_Product:
• vw_EPICOR10_Customer reads vw_EPICOR10_Account:, vw_EPICOR10_SalesPerson:
• vw_EPICOR10_ShipToAddress reads vw_EPICOR10_Account:, vw_EPICOR10_Customer:
• vw_EPICOR10_ItemMaster reads vw_EPICOR10_Product:
• vw_EPICOR10_ItemWarehouse reads vw_EPICOR10_Product:, vw_EPICOR10_ItemMaster:
• vw_EPICOR10_InvoiceHeader reads vw_EPICOR10_Account:, vw_EPICOR10_Customer:, vw_EPICOR10_SalesPerson:
• vw_EPICOR10_InvoiceDetail reads vw_EPICOR10_InvoiceHeader:
• vw_EPICOR10_StandardPriceBook reads vw_EPICOR10_Product:
• vw_EPICOR10_StandardPriceBook_Update reads vw_EPICOR10_Product:
• vw_EPICOR10_ItemMasterToProductLookup reads vw_EPICOR10_ItemMaster:
• vw_EPICOR10_SalesOrderHeader reads vw_EPICOR10_Account:, vw_EPICOR10_Customer:, vw_EPICOR10_SalesPerson:
• vw_EPICOR10_SalesOrderDetail reads vw_EPICOR10_SalesOrderHeader:

5. Field mapping

CRM_FieldList carries one row per pushed column, with Object_Name equal to the CRM_Object_API_Name value — as dlake-crmpro puts it, an object with no CRM_FieldList rows pushes nothing and records no error. Each template carries its intended mapping in MappingJson. Read that with dlake admin crmpro_templates, then check crmpro_field_mapping on the created process before activating it.

Template	Object	Mapped fields	First ERP → Salesforce pairs
EPICOR10 Sales Person	CommercientSF10__EPICOR10_SalesRep__c	50	Company, SalesRepCode → CommercientSF10__ExternalKey__c, Name → Name, Address1 → Address1, Address2 → Address2, Address3 → Address3
Account	Account	15	Company, CustNum → CommercientSF__Commercient_ArCustomerCode__c, Name → name, SalesRepCode → CommercientSF10__EPICOR10_Sales_Representatives_Master__c, SalesRepCode → OwnerID, PhoneNum → Phone
EPICOR10 Customer	CommercientSF10__EPICOR10_Customer__c	111	Company, CustNum → CommercientSF10__ExternalKey__c, Name → Name, THBranchID → THBranchID, CustPricingSchema → CustPricingSchema, ParamCode → ParamCode
Account Reverse Lookup	Account	2	Company, CustNum → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF10__EPICOR10_Customer_Master__c
EPICOR10 ShipToAddress	CommercientSF10__EPICOR10_ShipTo__c	92	Company, CustNum, ShipToNum → CommercientSF10__ExternalKey__c, Name → Name, AddlHdlgFlag → AddlHdlgFlag, Address1 → Address1, Address2 → Address2
Product	Product2	7	Company,PartNum → CommercientSF__ExternalKey__c, PartDescription → Name, PartNum → ProductCode, InActive → IsActive, PartDescription → Description
Create Standard PriceBook	PricebookEntry	5	Company, PartNum → ExternalKey__c, SFDCID → Pricebook2Id, SFDCID → Product2ID, InActive → IsActive, UnitPrice → UnitPrice
Update Standard Pricebook	PriceBookEntry	4	Company, PartNum → ExternalKey__c, SFDCID → Product2ID, UnitPrice → UnitPrice
EPICOR10 Item Master	CommercientSF10__EPICOR10_ItemMaster__c	158	Company, PartNum → CommercientSF10__ExternalKey__c, SFDCID → CommercientSF10__Product__c, Company, PartNum → Name, Company → Company, PartNum → PartNum
EPICOR10 Item Warehouse	CommercientSF10__EPICOR10_ItemWarehouse__c	52	Company, PartNum, WarehouseCode → CommercientSF10__ExternalKey__c, Company, PartNum → CommercientSF10__Product__c, Company, PartNum → CommercientSF10__EPICOR10_Item_Master__c, DemandQty → CommercientSF10__DemandQty__c, ReservedQty → CommercientSF10__ReservedQty__c
Product Reverse Lookup	Product2	2	Company,PartNum → CommercientSF__ExternalKey__c, SFDCID → CommercientSF10__EPICOR10_Item_Master__c
EPICOR10 Sales Order Header	CommercientSF10__EPICOR10_OrderHed__c	97	Company, OrderNum → CommercientSF10__ExternalKey__c, Company, OrderNum → Name, ApplyChrg → ApplyChrg, ARLOCID → ARLOCID, BTConNum → BTConNum
EPICOR10 Sales Order Detail	CommercientSF10__EPICOR10_OrderDtl__c	94	Company, OrderLine, OrderNum → CommercientSF10__ExternalKey__c, Company, OrderLine, OrderNum → Name, AdvanceBillBal → AdvanceBillBal, BasePartNum → BasePartNum, BaseRevisionNum → BaseRevisionNum
EPICOR10 Invoice Header	CommercientSF10__EPICOR10_InvcHead__c	90	Company,InvoiceNum → CommercientSF10__ExternalKey__c, Company,InvoiceNum → Name, AGLegalNumber → AGLegalNumber, ApplyDate → ApplyDate, BillConNum → BillConNum
EPICOR10 Invoice Detail	CommercientSF10__EPICOR10_InvcDtl__c	87	Company,InvoiceLine,InvoiceNum → CommercientSF10__ExternalKey__c, Company,InvoiceLine,InvoiceNum → Name, ABTUID → ABTUID, AdvanceBillCredit → AdvanceBillCredit, AdvGainLoss → AdvGainLoss
Contacts	Contact	8	Company, CustNum, ShipToNum, ConNum → ExternalKey__c, SFDCID → AccountID, LastName, Name → LastName, FirstName, Name → FirstName, Suffix → Suffix
Opportunity	Opportunity	6	Company, QuoteNum → ExternalKey__c, SFDCID → AccountID, QuoteNum → Name, ExpirationDate → CloseDate
Opportunity LineItem	OpportunityLineItem	7	PartNum → Product2Id, QuoteNum → OpportunityId, PriceBook → PricebookEntryId, Company, QuoteNum, QuoteLine → ExternalKey, PricingValue → UnitPrice
Quote	Quote	17	Opp.SFDCID → OpportunityId, tacc.SFDCID → AccountId, T2.SFDCID → Pricebook2Id, Status → Status, C.PhoneNum → Phone
Quote Line	QuoteLineItem	6	Company, QuoteNum, QuoteLine → ExternalKey__c, PartNum → Product2ID, PriceBook → PricebookEntryId, QuoteNum → QuoteID, OrderQty → Quantity
Standard Order	Order	28	Company, OrderNum → ExternalKey__c, CustNum → AccountId, BTConNum → BillToContactId, ShpConNum → ShipToContactId, QuoteNum → OpportunityId
Standard_Order_Line	OrderItem	12	Company, OrderLine, OrderNum → ExternalKey__c, SFDCID → OrderId, SFDCID → Product2Id, SFDCID → PricebookEntryId, SFDCID → QuoteLineItemId
Standard Order Update	Order	27	Company, OrderNum → ExternalKey__c, CustNum → AccountId, BTConNum → BillToContactId, ShpConNum → ShipToContactId, QuoteNum → OpportunityId
Standard_Order_Line_Update	OrderItem	10	Company, OrderLine, OrderNum → ExternalKey__c, SFDCID → OrderId, SFDCID → QuoteLineItemId, LineDesc → Description, RequestDate → EndDate

6. Community templates

The catalogue carries 430 community templates for this pair. A community template is authored in a tenant rather than shipped with the product, and it imports the same way as any other. Its own names, notes, field mapping and SQL are tenant content, so what this section states is what the set amounts to: how many templates there are, what they default to doing, which destination objects they write and which groups they fall in. They are not part of the shipped set described above.

• Templates: 430
• Default operations: insert on 430, update on 430, delete on 430
• Marked circular-sync: 6
• Licence groups they span: 17
• Destination objects: Account, PricebookEntry, Contact, PriceBookEntry, Product2, CommercientSF10__EPICOR10_Customer__c, CommercientSF10__EPICOR10_InvcDtl__c, CommercientSF10__EPICOR10_InvcHead__c, CommercientSF10__EPICOR10_OrderDtl__c, CommercientSF10__EPICOR10_OrderHed__c, CommercientSF10__EPICOR10_SalesRep__c, CommercientSF10__EPICOR10_ShipTo__c, CommercientSF10__EPICOR10_ItemMaster__c, CommercientSF10__EPICOR10_ItemWarehouse__c, Opportunity, OrderItem, Order, Quote, CommercientSF10__EPICOR10_QuoteDtl__c, CommercientSF10__EPICOR10_QuoteHed__c, 42 more and 16 custom objects
• Object display names: Account, Account Reverse Lookup, EPICOR10 Customer, EPICOR10 Invoice Header, EPICOR10 Sales Order Detail, EPICOR10 Sales Order Header, EPICOR10 ShipToAddress, Contacts, Create Standard PriceBook, EPICOR10 Invoice Detail, EPICOR10 Sales Person, Product, 85 more and 23 further templates
• Template groups: Account, Product, Salesorder, Invoice, Customer Multi Ship Addresses, CRM Order and Line, CRM Opportunity and Line, CRM Quote and Line, Opportunity, File/Document Sync, Pricebook

A community template is imported the way a shipped one is, and the same rules apply to what it creates: read the process it creates with crmpro_get_process, its mapping with crmpro_field_mapping, and the view it selects from, before activating it.

7. Verifying

# per-prefix counts; every synced record carries its destination id
dlake tool query --profile <tenant> --sql "SELECT LEFT([Key], CHARINDEX(':',[Key])-1) AS prefix, COUNT(*) n, COUNT(NULLIF(SFDCID,'')) withId FROM dbo.TimeStampRepository WHERE CHARINDEX(':',[Key])>0 GROUP BY LEFT([Key], CHARINDEX(':',[Key])-1)"

withId = n for every prefix is the success condition dlake-crmpro defines. The split is on the first colon, which is the prefix boundary whether the key separator is : or ::.

The prefixes these templates set:

• vw_EPICOR10_User
• vw_EPICOR10_Account
• vw_EPICOR10_CustomerToAccountLookup
• vw_EPICOR10_Contact
• vwOpportunity
• vwOpportunityLineItem
• vw_EPICOR10_Standard_Order_Header
• vw_EPICOR10_Standard_Order_Line
• vwSFQuote
• vwSFQuoteLine
• vw_EPICOR10_Customer
• vw_EPICOR10_ShipToAddress
• vw_EPICOR10_ItemMaster
• vw_EPICOR10_ItemWarehouse
• vw_EPICOR10_InvoiceHeader
• vw_EPICOR10_InvoiceDetail
• vw_EPICOR10_StandardPriceBook
• vw_EPICOR10_Product
• vw_EPICOR10_ProductToItemMastertLookup
• vw_EPICOR10_SalesOrderHeader
• vw_EPICOR10_SalesOrderDetail
• vw_EPICOR10_SalesPerson

8. Where this sits

dlake-crmpro is the general operating surface — the crmpro_* tools, the setup and transaction tables, field mapping, and the source-view contract that applies to every destination. This page adds what the shipped Epicor 10 → Salesforce templates set up. dlake-crmpro-salesforce is the destination skill this page sits under: its own text is the authority for the Salesforce conventions that hold across every ERP, and its ERP table lists this page alongside every sibling ERP page for this destination. For the extract leg that fills the clone tables, see dlake-normalsync; for the on-premises agent that runs it, dlake-syncagent; for the writeback leg, dlake-txdownloaderpro; for standing an integration up, dlake-integration-setup.