CRMPro → Salesforce — Sage 100 2017: what the shipped templates set up

CRMPro → Salesforce — Sage 100 2017: 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/sage-100-2017.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 2017 → 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
GET USER	The templates push users to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	users	—
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, CommercientSF8__AR_CUSTOMER__c, CommercientSF8__SAGE100_SalesPerson__c	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT, SF_ERP_Salesforce_Clone_AR_SALESPERSON
AR Invoice Payments	Commercient Syncs the payment details that are held in the receivables file and held against an invoice in the ERP. The amount received from a customer, the date of payment, the method of payment, whether partial or full payment, etc New records are created and existing ones updated; none are deleted.	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY
CRM Opportunity and Line	ERP SO_SALESORDERHEADER, SO_SALESORDERDETAIL data becomes Opportunity, OpportunityLineItem in Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, OpportunityLineItem	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags, SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL
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_SO_SALESORDERHEADER, CommercientFlags, SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_CI_EXTENDEDDESCRIPTION
CRM Vendor	The templates push Account to Salesforce. New records are created and existing ones updated; none are deleted.	Account	Salesforce, SF_ERP_Salesforce_Clone_AP_VENDOR
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.	CommercientSF8__SO_SHIPTOADDRESS__c	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
Product	The templates push CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, Product2 to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, Product2	SF_ERP_Salesforce_Clone_CI_ITEM, SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE
Invoice History Headers	Invoice line item details are synced in their entirety to the Commercient Invoice Details MCO or the Invoice History Details MCO based on your ERP system functionality. New records are created and existing ones updated; none are deleted.	CommercientSF8__AR_INVOICEHISTORYDETAIL__c, CommercientSF8__AR_INVOICEHISTORYHEADER__c	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_SALESPERSON, CommercientFlags
Open AR Invoice Header	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.	CommercientSF8__SAGE100_AR_OPENINVOICE__c	SF_ERP_Salesforce_Clone_AR_OPENINVOICE
Pricebook	The templates push PricebookEntry to Salesforce. New records are created and existing ones updated; none are deleted.	PricebookEntry	SF_ERP_Salesforce_Clone_CI_ITEM
Purchase Invoice/AP Invoice Details	The templates push CommercientSF8__SAGE100_AP_INVOICEHISTORYDETAIL__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_AP_INVOICEHISTORYDETAIL__c	SF_ERP_Salesforce_Clone_AP_INVOICEHISTORYDETAIL
Purchase Invoice/AP Invoice Header	The templates push CommercientSF8__SAGE100_AP_INVOICEHISTORYHEADER__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_AP_INVOICEHISTORYHEADER__c	SF_ERP_Salesforce_Clone_AP_INVOICEHISTORYHEADER, CommercientFlags
Purchase Order	The templates push CommercientSF8__SAGE100_PO_PURCHASEORDERHEADER__c, CommercientSF8__SAGE100_PO_PURCHASEORDERDETAIL__c, PO_PurchaseOrderHistoryHeader__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_PO_PURCHASEORDERHEADER__c, CommercientSF8__SAGE100_PO_PURCHASEORDERDETAIL__c, PO_PurchaseOrderHistoryHeader__c	SF_ERP_Salesforce_Clone_PO_PURCHASEORDERHEADER, SF_ERP_Salesforce_Clone_PO_PURCHASEORDERDETAIL, SF_ERP_Salesforce_Clone_PO_PURCHASEORDERHISTORYHEADER
Purchase Order Line	The templates push PO_PurchaseOrderHistoryDetail__c to Salesforce. New records are created and existing ones updated; none are deleted.	PO_PurchaseOrderHistoryDetail__c	SF_ERP_Salesforce_Clone_PO_PURCHASEORDERHISTORYDETAIL
Salesorder	The templates push CommercientSF8__SO_SALESORDERDETAIL__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c, CommercientSF8__SO_SALESORDERHEADER__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SO_SALESORDERDETAIL__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c, CommercientSF8__SO_SALESORDERHEADER__c, CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryDetail, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, CommercientFlags, SF_ERP_Salesforce_Clone_AR_CUSTOMER
Vendor	The templates push CommercientSF8__SAGE100_AP_VENDOR__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_AP_VENDOR__c	SF_ERP_Salesforce_Clone_AP_VENDOR

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
GET USER	users	—	0	vw_SAGE1002017_User	1=0	'' / ''	1
Sales Person	CommercientSF8__SAGE100_SalesPerson__c	CommercientSF8__ExternalKey__c	1	vwSalesPerson	vw_SAGE1002017_SalesPerson	CommercientSF8__ / __C	—
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	2	vw_SAGE1002017_Account	vw_SAGE1002017_Account	'' / ''	—
Customer	CommercientSF8__AR_CUSTOMER__c	CommercientSF8__ExternalKey__c	3	vw_SAGE1002017_Customer	vw_SAGE1002017_Customer	CommercientSF8__ / __C	—
Address	CommercientSF8__SO_SHIPTOADDRESS__c	CommercientSF8__ExternalKey__c	4	vw_SAGE1002017_SO_SHIPTOADDRESS	vw_SAGE1002017_SO_SHIPTOADDRESS	CommercientSF8__ / __c	—
AccountCustomerLookup	Account	CommercientSF__Commercient_ArCustomerCode__c	5	vw_SAGE1002017_CustomerToAccountLookup	vw_SAGE1002017_CustomerToAccountLookup	'' / ''	—
Product	Product2	CommercientSF__ExternalKey__c	6	vw_SAGE1002017_Product	vw_SAGE1002017_Product	'' / ''	—
CIItem	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	7	vw_SAGE1002017_CI_Item:	vw_SAGE1002017_CI_Item	CommercientSF8__ / __c	—
SalesOrder	CommercientSF8__SO_SALESORDERHEADER__c	CommercientSF8__SALESORDERNO__c	8	vw_SAGE1002017_SalesOrderHeader	vw_SAGE1002017_SalesOrderHeader	CommercientSF8__ / __c	—
SalesOrderLine	CommercientSF8__SO_SALESORDERDETAIL__c	CommercientSF8__ExternalKey__c	9	vw_SAGE1002017_SalesOrderLine	vw_SAGE1002017_SalesOrderLine	CommercientSF8__ / __c	—
SalesOrder History Header	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	CommercientSF8__ExternalKey__c	10	vw_SAGE1002017_SalesOrderHistoryHeader	vw_SAGE1002017_SalesOrderHistoryHeader	CommercientSF8__ / __C	—
SalesOrder History Line	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	11	vw_SAGE1002017_SalesOrderHistoryLine	vw_SAGE1002017_SalesOrderHistoryLine	CommercientSF8__ / __C	—
Invoice Header	CommercientSF8__AR_INVOICEHISTORYHEADER__c	CommercientSF8__ExternalKey__c	12	vw_SAGE1002017_InvoiceHeader	vw_SAGE1002017_InvoiceHeader	CommercientSF8__ / __C	—
Invoice Details	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	13	vw_SAGE1002017_InvoiceLine	vw_SAGE1002017_InvoiceLine	CommercientSF8__ / __C	—
Item Warehouse	CommercientSF8__SAGE100_ITEMWAREHOUSE__c	CommercientSF8__ExternalKey__c	14	vw_SAGE1002017_ITEMWAREHOUSE	vw_SAGE1002017_ItemWarehouse	CommercientSF8__ / __c	—
Transcation Payment History	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	CommercientSF8__ExternalKey__c	18	vw_InvoicePayment	vw_SAGE1002017_InvoicePayment	CommercientSF8__ / __C	—
Create Standard PriceBook	PricebookEntry	ExternalKey__c	19	vw_SAGE1002017_PriceBookEntry	vw_SAGE1002017_PriceBookEntryCreate	'' / ''	—
Update Standard PriceBook	PricebookEntry	ExternalKey__c	20	vw_SAGE1002017_PriceBookEntry	vw_SAGE1002017_PriceBookEntryUpdate	'' / ''	—
Opportunity Header	Opportunity	ExternalKey__c	21	vw_Opportunity_Header	vw_SAGE1002017_Opportunity_Header	'' / ''	—
Opportunity Line	OpportunityLineItem	ExternalKey__c	22	vw_Opportunity_Detail	vw_SAGE1002222_Opportunity_Line	'' / ''	—
SAGE100 Ar Open Invoice	CommercientSF8__SAGE100_AR_OPENINVOICE__c	CommercientSF8__ExternalKey__c	22	vw_SAGE1002017_OpenInvoice	vw_SAGE1002017_OpenInvoice	CommercientSF8__ / __c	1
CONTACT	Contact	CommercientSF8__ExternalKey__c	23	vw_SAGE1002017_Contact	vw_SAGE1002017_Contact	'' / ''	1
Quote_Header	Quote	ExternalKey__c	23	vw_Quote_Header	vw_SAGE1002017_Quote_Header	'' / ''	—
Quote_LineItem	QuoteLineItem	ExternalKey__c	24	vw_Quote_Detail	vw_SAGE1002017_Quote_Line	'' / ''	—
Vendor Account	Account	CommercientSF__Commercient_ArCustomerCode__c	25	vw_SAGE1002017_VendorAccount	vw_SAGE1002017_VendorAccount	'' / ''	1
Vendor Sync	CommercientSF8__SAGE100_AP_VENDOR__c	CommercientSF8__ExternalKey__c	26	vw_SAGE1002017_Vendor	vw_SAGE1002017_Vendor	CommercientSF8__ / __c	1
PO Header	CommercientSF8__SAGE100_PO_PURCHASEORDERHEADER__c	CommercientSF8__ExternalKey__c	27	vw_SAGE1002017_PURCHASEORDERHEADER	vw_SAGE1002017_PURCHASEORDERHEADER	CommercientSF8__ / __c	1
PO Line	CommercientSF8__SAGE100_PO_PURCHASEORDERDETAIL__c	CommercientSF8__ExternalKey__c	28	vw_SAGE1002017_PURCHASEORDERDETAIL	vw_SAGE1002017_PURCHASEORDERDETAIL	CommercientSF8__ / __c	1
Sage 100 Purchase History Header	PO_PurchaseOrderHistoryHeader__c	ExternalKey__c	29	vw_SAGE1002017_PO_PurchaseOrderHistoryHeader	vw_SAGE1002017_PO_PurchaseOrderHistoryHeader	'' / __c	1
Sage 100 Purchase History Detail	PO_PurchaseOrderHistoryDetail__c	ExternalKey__c	30	vw_SAGE1002017_PO_PurchaseOrderHistoryDetail	vw_SAGE1002017_PO_PurchaseOrderHistoryDetail	'' / __c	1
Sage AP Invoice History Header	CommercientSF8__SAGE100_AP_INVOICEHISTORYHEADER__c	CommercientSF8__ExternalKey__c	31	vw_SAGE1002017_AP_INVOICEHISTORYHEADER	vw_SAGE1002017_AP_INVOICEHISTORYHEADER	CommercientSF8__ / __c	1
Sage AP Invoice History Line	CommercientSF8__SAGE100_AP_INVOICEHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	32	vw_SAGE1002017_AP_INVOICEHISTORYDETAIL	vw_SAGE1002017_AP_INVOICEHISTORYDETAIL	CommercientSF8__ / __c	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 GET USER, Create Standard PriceBook — those rows read records back from Salesforce as well as pushing. On Opportunity Line the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_SAGE1002222_Opportunity_Line against vw_SAGE1002017_Opportunity_Line), so check the view exists under the name the row selects from before activating it.

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_SAGE1002017_SalesPerson	insert + update	vwSalesPerson:	—	ExternalKey	SF_ERP_Salesforce_Clone_AR_SALESPERSON
vw_SAGE1002017_Account	insert + update	vw_SAGE1002017_Account:	vw_SAGE1002017_User:	CommercientSF__Commercient_ArCustomerCode__c	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE1002017_Customer	insert + update	vw_SAGE1002017_Customer:	vw_SAGE1002017_Account:, vwSalesPerson:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE1002017_SO_SHIPTOADDRESS	insert + update	vw_SAGE1002017_SO_SHIPTOADDRESS:	vw_SAGE1002017_Account:, vw_SAGE1002017_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE1002017_CustomerToAccountLookup	insert + update	vw_SAGE1002017_CustomerToAccountLookup:	vw_SAGE1002017_Customer:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE1002017_Product	insert + update	vw_SAGE1002017_Product:	—	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002017_CI_Item	insert + update	—	vw_SAGE1002017_Product:, vw_SAGE1002017_CI_Item:	ExternalKeys	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002017_SalesOrderHeader	insert + update	vw_SAGE1002017_SalesOrderHeader:	vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vwSalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE1002017_SalesOrderLine	insert + update	vw_SAGE1002017_SalesOrderLine:	vw_SAGE1002017_CI_Item:, vw_SAGE1002017_SalesOrderHeader:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER
vw_SAGE1002017_SalesOrderHistoryHeader	insert + update	vw_SAGE1002017_SalesOrderHistoryHeader:	vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:	—	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE1002017_SalesOrderHistoryLine	insert + update	vw_SAGE1002017_SalesOrderHistoryLine:	vw_SAGE1002017_CI_Item:, vw_SAGE1002017_SalesOrderHistoryHeader:	—	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryDetail, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader
vw_SAGE1002017_InvoiceHeader	insert + update	vw_SAGE1002017_InvoiceHeader:	vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vwSalesPerson:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_SALESPERSON, CommercientFlags
vw_SAGE1002017_InvoiceLine	insert + update	vw_SAGE1002017_InvoiceLine:	vw_SAGE1002017_InvoiceHeader:, vw_SAGE1002017_CI_Item:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL
vw_SAGE1002017_ItemWarehouse	insert + update	vw_SAGE1002017_ITEMWAREHOUSE:	vw_SAGE1002017_CI_Item:, vw_SAGE1002017_Product:	ExternalKey	SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE
vw_SAGE1002017_InvoicePayment	insert + update	vw_InvoicePayment:	vw_Customer:, vw_Account:, vw_InvoiceHeader:	—	SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY
vw_SAGE1002017_PriceBookEntryCreate	insert-only	vw_SAGE1002017_PriceBookEntry:	vw_SAGE1002017_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002017_PriceBookEntryUpdate	insert + update	vw_SAGE1002017_PriceBookEntry:	vw_SAGE1002017_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002017_Opportunity_Header	insert + update	vw_Opportunity_Header:	vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vwSO_SALESORDERHEADER:, vwSalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE1002017_Opportunity_Line	insert-only	vw_Opportunity_Detail:	vw_Opportunity_Header:, vw_SAGE1002017_Product:, vw_SAGE1002017_PriceBookEntry:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL
vw_SAGE1002017_OpenInvoice	insert + update	vw_SAGE1002017_OpenInvoice:	vw_SAGE1002017_Account:, vw_SAGE1002017_Customer:, vwSalesPerson:	ExternalKey	SF_ERP_Salesforce_Clone_AR_OPENINVOICE
vw_SAGE1002017_Contact	insert + update	vw_SAGE1002017_Contact:	vw_SAGE1002017_Account:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT
vw_SAGE1002017_Quote_Header	insert + update	vw_Quote_Header:	vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vw_Opportunity_Header:, vw_SAGE1002017_Terms:, vwSalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE1002017_Quote_Line	insert-only	vw_Quote_Detail:	vw_Quote_Header:, vw_SAGE1002017_Product:, vw_SAGE1002017_PriceBookEntry:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_CI_EXTENDEDDESCRIPTION, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER
vw_SAGE1002017_VendorAccount	insert + update	vw_SAGE1002017_VendorAccount:	—	CommercientSF__Commercient_ArCustomerCode__c	Salesforce, SF_ERP_Salesforce_Clone_AP_VENDOR
vw_SAGE1002017_Vendor	insert + update	vw_SAGE1002017_Vendor:	vw_SAGE1002017_VendorAccount:	—	SF_ERP_Salesforce_Clone_AP_VENDOR
vw_SAGE1002017_PURCHASEORDERHEADER	insert + update	vw_SAGE1002017_PURCHASEORDERHEADER:	vw_SAGE1002017_Vendor:, vw_SAGE1002017_VendorAccount:, vw_SAGE1002017_SO_SHIPTOADDRESS:	—	SF_ERP_Salesforce_Clone_PO_PURCHASEORDERHEADER
vw_SAGE1002017_PURCHASEORDERDETAIL	insert + update	vw_SAGE1002017_PURCHASEORDERDETAIL:	vw_SAGE1002017_PURCHASEORDERHEADER:, vw_SAGE1002017_CI_Item:	—	SF_ERP_Salesforce_Clone_PO_PURCHASEORDERDETAIL
vw_SAGE1002017_PO_PurchaseOrderHistoryHeader	insert + update	vw_SAGE1002017_PO_PurchaseOrderHistoryHeader:	vw_SAGE1002017_VendorAccount:, vw_SAGE1002017_Vendor:	—	SF_ERP_Salesforce_Clone_PO_PURCHASEORDERHISTORYHEADER
vw_SAGE1002017_PO_PurchaseOrderHistoryDetail	insert + update	vw_SAGE1002017_PO_PurchaseOrderHistoryDetail:	vw_SAGE1002017_CI_Item:, vw_SAGE1002017_PO_PurchaseOrderHistoryHeader:	—	SF_ERP_Salesforce_Clone_PO_PURCHASEORDERHISTORYDETAIL
vw_SAGE1002017_AP_INVOICEHISTORYHEADER	insert + update	vw_SAGE1002017_AP_INVOICEHISTORYHEADER:	vw_SAGE1002017_Vendor:, vw_SAGE1002017_VendorAccount:	—	SF_ERP_Salesforce_Clone_AP_INVOICEHISTORYHEADER, CommercientFlags
vw_SAGE1002017_AP_INVOICEHISTORYDETAIL	insert + update	vw_SAGE1002017_AP_INVOICEHISTORYDETAIL:	vw_SAGE1002017_AP_INVOICEHISTORYHEADER:	—	SF_ERP_Salesforce_Clone_AP_INVOICEHISTORYDETAIL

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 0 to 32. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 0 — GET USER
• 1 — Sales Person
• 2 — Account
• 3 — Customer
• 4 — Address
• 5 — AccountCustomerLookup
• 6 — Product
• 7 — CIItem
• 8 — SalesOrder
• 9 — SalesOrderLine
• 10 — SalesOrder History Header
• 11 — SalesOrder History Line
• 12 — Invoice Header
• 13 — Invoice Details
• 14 — Item Warehouse
• 18 — Transcation Payment History
• 19 — Create Standard PriceBook
• 20 — Update Standard PriceBook
• 21 — Opportunity Header
• 22 — Opportunity Line, SAGE100 Ar Open Invoice
• 23 — CONTACT, Quote_Header
• 24 — Quote_LineItem
• 25 — Vendor Account
• 26 — Vendor Sync
• 27 — PO Header
• 28 — PO Line
• 29 — Sage 100 Purchase History Header
• 30 — Sage 100 Purchase History Detail
• 31 — Sage AP Invoice History Header
• 32 — Sage AP Invoice History Line

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_SAGE1002017_Account reads vw_SAGE1002017_User:
• vw_SAGE1002017_CustomerToAccountLookup reads vw_SAGE1002017_Customer:
• vw_SAGE1002017_InvoicePayment reads vw_Customer:, vw_Account:, vw_InvoiceHeader:; no template in this set writes vw_Customer:, vw_Account:, vw_InvoiceHeader:
• vw_SAGE1002017_Contact reads vw_SAGE1002017_Account:
• vw_SAGE1002017_Opportunity_Header reads vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vwSO_SALESORDERHEADER:, vwSalesPerson:; no template in this set writes vwSO_SALESORDERHEADER:
• vw_SAGE1002017_Opportunity_Line reads vw_Opportunity_Header:, vw_SAGE1002017_Product:, vw_SAGE1002017_PriceBookEntry:
• vw_SAGE1002017_Quote_Header reads vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vw_Opportunity_Header:, vw_SAGE1002017_Terms:, vwSalesPerson:; no template in this set writes vw_SAGE1002017_Terms:
• vw_SAGE1002017_Quote_Line reads vw_Quote_Header:, vw_SAGE1002017_Product:, vw_SAGE1002017_PriceBookEntry:
• vw_SAGE1002017_Customer reads vw_SAGE1002017_Account:, vwSalesPerson:
• vw_SAGE1002017_SO_SHIPTOADDRESS reads vw_SAGE1002017_Account:, vw_SAGE1002017_Customer:
• vw_SAGE1002017_CI_Item reads vw_SAGE1002017_Product:, vw_SAGE1002017_CI_Item:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_ItemWarehouse reads vw_SAGE1002017_CI_Item:, vw_SAGE1002017_Product:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_InvoiceLine reads vw_SAGE1002017_InvoiceHeader:, vw_SAGE1002017_CI_Item:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_InvoiceHeader reads vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vwSalesPerson:
• vw_SAGE1002017_OpenInvoice reads vw_SAGE1002017_Account:, vw_SAGE1002017_Customer:, vwSalesPerson:
• vw_SAGE1002017_PriceBookEntryCreate reads vw_SAGE1002017_Product:
• vw_SAGE1002017_PriceBookEntryUpdate reads vw_SAGE1002017_Product:
• vw_SAGE1002017_AP_INVOICEHISTORYDETAIL reads vw_SAGE1002017_AP_INVOICEHISTORYHEADER:
• vw_SAGE1002017_AP_INVOICEHISTORYHEADER reads vw_SAGE1002017_Vendor:, vw_SAGE1002017_VendorAccount:
• vw_SAGE1002017_PURCHASEORDERHEADER reads vw_SAGE1002017_Vendor:, vw_SAGE1002017_VendorAccount:, vw_SAGE1002017_SO_SHIPTOADDRESS:
• vw_SAGE1002017_PURCHASEORDERDETAIL reads vw_SAGE1002017_PURCHASEORDERHEADER:, vw_SAGE1002017_CI_Item:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_PO_PurchaseOrderHistoryHeader reads vw_SAGE1002017_VendorAccount:, vw_SAGE1002017_Vendor:
• vw_SAGE1002017_PO_PurchaseOrderHistoryDetail reads vw_SAGE1002017_CI_Item:, vw_SAGE1002017_PO_PurchaseOrderHistoryHeader:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_SalesOrderLine reads vw_SAGE1002017_CI_Item:, vw_SAGE1002017_SalesOrderHeader:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_SalesOrderHistoryLine reads vw_SAGE1002017_CI_Item:, vw_SAGE1002017_SalesOrderHistoryHeader:; no template in this set writes vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_SalesOrderHeader reads vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:, vwSalesPerson:
• vw_SAGE1002017_SalesOrderHistoryHeader reads vw_SAGE1002017_Customer:, vw_SAGE1002017_Account:
• vw_SAGE1002017_Vendor reads vw_SAGE1002017_VendorAccount:

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
Sales Person	CommercientSF8__SAGE100_SalesPerson__c	25	SALESPERSONDIVISIONNO,SALESPERSONNO → CommercientSF8__ExternalKey__c, SALESPERSONNAME,SALESPERSONDIVISIONNO,SALESPERSONNO → Name, SALESPERSONDIVISIONNO → CommercientSF8__SalespersonDivisionNo__c, SALESPERSONNO → CommercientSF8__SalespersonNo__c, SALESPERSONNAME → CommercientSF8__SALESPERSONNAME__c
Account	Account	13	ARDIVISIONNO, CUSTOMERNO → CommercientSF__Commercient_ArCustomerCode__c, CUSTOMERNAME, ARDIVISIONNO, CUSTOMERNO → Name, TELEPHONENO → Phone, ADDRESSLINE1, ADDRESSLINE2, ADDRESSLINE3 → BillingStreet, CITY → BillingCity
Address	CommercientSF8__SO_SHIPTOADDRESS__c	33	ARDIVISIONNO, CUSTOMERNO, SHIPTOCODE → CommercientSF8__ExternalKey__c, ARDIVISIONNO, CUSTOMERNO, SHIPTOCODE → CommercientSF8__Name__c, ARDIVISIONNO, CUSTOMERNO → Account, ARDIVISIONNO, CUSTOMERNO → CommercientSF8__Sage100_Customer_Records__c, ARDIVISIONNO → ARDIVISIONNO
AccountCustomerLookup	Account	2	ARDIVISIONNO,CUSTOMERNO → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF8__Sage_Customer_Record__c
Product	Product2	5	ITEMCODE → CommercientSF__ExternalKey__c, ITEMCODE → Name, ITEMCODEDESC → Description, ITEMCODE → ProductCode, INACTIVEITEM → IsActive
CIItem	CommercientSF8__SAGE100_CI_Item__c	85	ITEMCODE → CommercientSF8__ExternalKeys__c, ITEMCODE → CommercientSF8__Name__c, ITEMTYPE → CommercientSF8__ItemType__c, ITEMCODEDESC → CommercientSF8__ItemCodeDesc__c, EXTENDEDDESCRIPTIONKEY → CommercientSF8__ExtendedDescriptionKey__c
SalesOrderLine	CommercientSF8__SO_SALESORDERDETAIL__c	63	SALESORDERNO,LINEKEY → CommercientSF8__ExternalKey__c, SALESORDERNO,LINEKEY → CommercientSF8__Name__c, SALESORDERNO → CommercientSF8__SALESORDERNO__c, LINEKEY → CommercientSF8__LINEKEY__c, LINESEQNO → CommercientSF8__LINESEQNO__c
SalesOrder History Header	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	66	SALESORDERNO → CommercientSF8__ExternalKey__c, SALESORDERNO → Name, SFDCID → Account, SFDCID → Customer, ORDERSTATUS → OrderStatus
SalesOrder History Line	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	50	SALESORDERNO, SEQUENCENO → CommercientSF8__ExternalKey__c, SALESORDERNO, SEQUENCENO → CommercientSF8__Name__c, SFDCID → CommercientSF8__Salesorder_History_Header__c, SEQUENCENO → CommercientSF8__SEQUENCENO__c, LINEKEY → CommercientSF8__LineKey__c
Invoice Header	CommercientSF8__AR_INVOICEHISTORYHEADER__c	86	INVOICENO,HEADERSEQNO → CommercientSF8__ExternalKey__c, INVOICENO,HEADERSEQNO → CommercientSF8__Name__c, ARDIVISIONNO,CUSTOMERNO → CommercientSF8__Account__c, ARDIVISIONNO,CUSTOMERNO → CommercientSF8__Sage100_Customer_Record__c, SALESPERSONDIVISIONNO,SALESPERSONNO → CommercientSF8__SalesPerson__c
Invoice Details	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	60	INVOICENO, HEADERSEQNO, DETAILSEQNO → CommercientSF8__ExternalKey__c, INVOICENO, HEADERSEQNO, DETAILSEQNO → CommercientSF8__Name__c, SFDCID → Sage100_Invoice, SFDCID → Sage100_Item, INVOICENO → CommercientSF8__INVOICENO__c
Item Warehouse	CommercientSF8__SAGE100_ITEMWAREHOUSE__c	28	ITEMCODE → CommercientSF8__CIItem__c, ITEMCODE → CommercientSF8__Product__c, ITEMCODE, WAREHOUSECODE → CommercientSF8__ExternalKey__c, ITEMCODE, WAREHOUSECODE → Name, ITEMCODE → CommercientSF8__ItemCode__c
Transcation Payment History	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	38	ARDIVISIONNO, CUSTOMERNO → Account, ARDIVISIONNO, CUSTOMERNO → Sage100_Customer_Record, INVOICENO, INVOICEHISTORYHEADERSEQNO → Sage100_Invoice, ARDIVISIONNO → ARDIVISIONNO, CUSTOMERNO → CUSTOMERNO
Create Standard PriceBook	PricebookEntry	5	ITEMCODE → ExternalKey__c, IsActive → IsActive, STANDARDUNITPRICE → UnitPrice, SFDCID → Pricebook2ID, SFDCID → Product2ID
Update Standard PriceBook	PricebookEntry	3	ITEMCODE → ExternalKey__c, IsActive → IsActive, STANDARDUNITPRICE → UnitPrice
Opportunity Header	Opportunity	9	SALESORDERNO → ExternalKey__c, SALESORDERNO → Name, SFDCID → AccountId, TAXABLEAMT → Amount, SFDCID → Pricebook2ID
Opportunity Line	OpportunityLineItem	6	SALESORDERNO, LINEKEY → ExternalKey__c, Quantity → Quantity, UNITPRICE → UnitPrice, ITEMCODEDESC → Description, SFDCID → OpportunityId
SAGE100 Ar Open Invoice	CommercientSF8__SAGE100_AR_OPENINVOICE__c	46	ARDIVISIONNO, CUSTOMERNO, INVOICENO, INVOICETYPE → CommercientSF8__ExternalKey__c, INVOICENO, INVOICETYPE → Name, SALESPERSONDIVISIONNO, SALESPERSONNO → SAGE100_SalesPerson, ARDIVISIONNO, CUSTOMERNO → Account, ARDIVISIONNO, CUSTOMERNO → Sage100_Customer_Records
CONTACT	Contact	14	ARDIVISIONNO, CUSTOMERNO, CONTACTCODE → CommercientSF8__ExternalKey__c, CONTACTNAME → FIRSTNAME, CONTACTNAME → LASTNAME, ADDRESSLINE1, ADDRESSLINE2, ADDRESSLINE3 → MailingStreet, CITY → MailingCity
Quote_Header	Quote	23	SALESORDERNO → ExternalKey__c, SALESORDERNO → Name, SALESORDERNO → OpportunityId, SALESPERSONDIVISIONNO,SALESPERSONNO → SAGE100_SalesPerson__c, TERMSCODE → SAGE100V5_Term__c
Quote_LineItem	QuoteLineItem	8	SALESORDERNO, LINEKEY → ExternalKey__c, SALESORDERNO → QuoteId, ITEMCODE → Product2Id, ITEMCODE → PricebookEntryId, PROMISEDATE → ServiceDate
Vendor Sync	CommercientSF8__SAGE100_AP_VENDOR__c	50	APDIVISIONNO, VENDORNO → CommercientSF8__ExternalKey__c, VENDORNAME → Name, TSAccount.SFDCID → CommercientSF8__Account__c, APDIVISIONNO → CommercientSF8__APDivisionNo__c, VENDORNO → CommercientSF8__VendorNo__c
PO Line	CommercientSF8__SAGE100_PO_PURCHASEORDERDETAIL__c	23	PURCHASEORDERNO, LINEKEY → CommercientSF8__ExternalKey__c, PURCHASEORDERNO, LINEKEY → CommercientSF8__Name__c, PURCHASEORDERNO → CommercientSF8__PURCHASEORDERNO__c, LINEKEY → CommercientSF8__LINEKEY__c, LINESEQNO → CommercientSF8__LINESEQNO__c
Sage 100 Purchase History Detail	PO_PurchaseOrderHistoryDetail__c	55	PURCHASEORDERNO, SEQUENCENO → ExternalKey__c, PURCHASEORDERNO, SEQUENCENO → Name, PURCHASEORDERNO → PURCHASEORDERNO, SEQUENCENO → SEQUENCENO, LINEKEY → LINEKEY
Sage AP Invoice History Header	CommercientSF8__SAGE100_AP_INVOICEHISTORYHEADER__c	81	INVOICENO, HEADERSEQNO → CommercientSF8__ExternalKey__c, INVOICENO, HEADERSEQNO → CommercientSF8__Name__c, APDIVISIONNO → APDIVISIONNO, APDIVISIONNO, VENDORNO → Account__c, APDIVISIONNO, VENDORNO → AP_Vendor
Sage AP Invoice History Line	CommercientSF8__SAGE100_AP_INVOICEHISTORYDETAIL__c	46	INVOICENO, HEADERSEQNO, DETAILSEQNO → CommercientSF8__ExternalKey__c, INVOICENO, HEADERSEQNO, DETAILSEQNO → CommercientSF8__Name__c, SFDCID → CommercientSF8__AP_INVOICE_HISTORY_HEADER__c, ASSETTEMPLATE → CommercientSF8__ASSETTEMPLATE__c, COMMENTTEXT → CommercientSF8__COMMENTTEXT__c

6. Community templates

The catalogue carries 493 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: 493
• Default operations: insert on 493, update on 493, delete on 493
• Marked circular-sync: 8
• Licence groups they span: 17
• Destination objects: Account, CommercientSF8__AR_CUSTOMER__c, CommercientSF8__AR_INVOICEHISTORYHEADER__c, CommercientSF8__AR_INVOICEHISTORYDETAIL__c, CommercientSF8__SO_SALESORDERDETAIL__c, CommercientSF8__SO_SALESORDERHEADER__c, CommercientSF8__SAGE100_SalesPerson__c, CommercientSF8__SO_SHIPTOADDRESS__c, Product2, PricebookEntry, CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c, CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c, Contact, CommercientSF8__SAGE100_AR_OPENINVOICE__c, CommercientSF8__SAGE100_TermsCode__c, CommercientSF8__SAGE100_ItemWarehouse__c, PriceBookEntry, Opportunity, 33 more and 6 custom objects
• Object display names: Account, Customer, Invoice Header, Invoice Details, AccountCustomerLookup, Sales Person, SalesOrderLine, Address, SalesOrder, Product, SalesOrder History Header, SalesOrder History Line, 133 more and 12 further templates
• Template groups: Account, Salesorder, Product, Invoice, Customer Multi Ship Addresses, Invoice History Headers, CRM Quote and Line, CRM Opportunity and Line, Purchase Order, Pricebook, CRM Order and Line

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_SAGE1002017_User
• vw_SAGE1002017_Account
• vw_SAGE1002017_CustomerToAccountLookup
• vw_InvoicePayment
• vw_SAGE1002017_Contact
• vw_Opportunity_Header
• vw_Opportunity_Detail
• vw_Quote_Header
• vw_Quote_Detail
• vw_SAGE1002017_VendorAccount
• vw_SAGE1002017_Customer
• vw_SAGE1002017_SO_SHIPTOADDRESS
• vw_SAGE1002017_CI_Item:
• vw_SAGE1002017_ITEMWAREHOUSE
• vw_SAGE1002017_InvoiceLine
• vw_SAGE1002017_InvoiceHeader
• vw_SAGE1002017_OpenInvoice
• vw_SAGE1002017_PriceBookEntry
• vw_SAGE1002017_Product
• vw_SAGE1002017_AP_INVOICEHISTORYDETAIL
• vw_SAGE1002017_AP_INVOICEHISTORYHEADER
• vw_SAGE1002017_PURCHASEORDERHEADER
• vw_SAGE1002017_PURCHASEORDERDETAIL
• vw_SAGE1002017_PO_PurchaseOrderHistoryHeader
• vw_SAGE1002017_PO_PurchaseOrderHistoryDetail
• vw_SAGE1002017_SalesOrderLine
• vw_SAGE1002017_SalesOrderHistoryLine
• vw_SAGE1002017_SalesOrderHeader
• vw_SAGE1002017_SalesOrderHistoryHeader
• vwSalesPerson
• vw_SAGE1002017_Vendor

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 Sage 100 2017 → 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.