CRMPro → Salesforce — Sage 100 (US): what the shipped templates set up

CRMPro → Salesforce — Sage 100 (US): 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-us.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 (US) → 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, CommercientSF8__SAGE100_TermsCode__c, 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_TERMSCODE, 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, CommercientFlags
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	ERP SO_SALESORDERHEADER, SO_SALESORDERDETAIL data becomes Quote, QuoteLineItem in 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
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, CommercientSF8__SAGE100_IM_ITEMTRANSACTIONHISTORY__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, CommercientSF8__SAGE100_IM_ITEMTRANSACTIONHISTORY__c, Product2	SF_ERP_Salesforce_Clone_CI_ITEM, SF_ERP_Salesforce_Clone_CI_ExtendedDescription, CRM_Configuration, SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE, SF_ERP_Salesforce_Clone_IM_ItemTransactionHistory, CommercientFlags
Invoice History Headers	The Invoices from the ERP invoice module are synchronized to the Commercient Invoice Header (MCO) object in CRM. Customer service and sales people can visualize the status of the Invoice such as open, closed, as well as the balance remaining and the due date. New records are created and existing ones updated; none are deleted.	CommercientSF8__AR_INVOICEHISTORYHEADER__c	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, CommercientFlags
Open AR Invoice Header	The detail lines on open invoices are visible too so that you are aware of what items you are awaiting payment on from your customer. New records are created and existing ones updated; none are deleted.	CommercientSF8__AR_INVOICEHISTORYDETAIL__c, CommercientSF8__SAGE100_AR_OPENINVOICE__c	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_INVOICEHEADER
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
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

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_SAGE100_User	1=0	'' / ''	1
Ar_Term	CommercientSF8__SAGE100_TermsCode__c	CommercientSF8__ExternalKey__c	1	vw_SAGE100US_AR_TermsCode	vw_SAGE100US_AR_TermsCode	CommercientSF8__ / __c	1
Sales Person	CommercientSF8__SAGE100_SalesPerson__c	CommercientSF8__ExternalKey__c	2	vw_SAGE100US_AR_SalesPerson	vw_SAGE100US_AR_SalesPerson	CommercientSF8__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	3	vw_SAGE100US_Account	vw_SAGE100US_Account	'' / ''	1
Customer	CommercientSF8__AR_CUSTOMER__c	CommercientSF8__ExternalKey__c	4	vw_SAGE100US_Customer	vw_SAGE100US_Customer	CommercientSF8__ / __c	1
Ship_TO_Address	CommercientSF8__SO_SHIPTOADDRESS__c	CommercientSF8__ExternalKey__c	5	vw_SAGE100US_AR_ShipToAddress	vw_SAGE100US_AR_ShipToAddress	CommercientSF8__ / __c	1
AccountCustomerLookup	Account	CommercientSF__Commercient_ArCustomerCode__c	6	vw_SAGE100US_CustomerToAccountLookup	vw_SAGE100US_CustomerToAccountLookup	'' / ''	1
CIItem	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	7	vw_SAGE100US_CI_Item	vw_SAGE100US_CI_Item	CommercientSF8__ / __c	1
Product	Product2	CommercientSF__ExternalKey__c	8	vw_SAGE100US_Product	vw_SAGE100US_Product	'' / ''	1
ItemProduct ReverseLookup	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	9	vw_SAGE100US_ProductToItemReverseLookup	vw_SAGE100US_ProductToItemReverseLookup	CommercientSF8__ / __c	1
SalesOrder	CommercientSF8__SO_SALESORDERHEADER__c	CommercientSF8__SALESORDERNO__c	10	vw_SAGE100US_SalesOrderHeader	vw_SAGE100US_SalesOrderHeader	CommercientSF8__ / __c	1
SalesOrderLine	CommercientSF8__SO_SALESORDERDETAIL__c	CommercientSF8__ExternalKey__c	11	vw_SAGE100US_SalesOrderDetail	vw_SAGE100US_SalesOrderDetail	CommercientSF8__ / __c	1
SalesOrder History Header	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	CommercientSF8__ExternalKey__c	12	vw_SAGE100US_SalesOrderHistoryHeader	vw_SAGE100US_SalesOrderHistoryHeader	CommercientSF8__ / __c	1
SalesOrder History Line	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	13	vw_SAGE100US_SalesOrderHistoryDetail	vw_SAGE100US_SalesOrderHistoryDetail	CommercientSF8__ / __c	1
Open Invoice	CommercientSF8__SAGE100_AR_OPENINVOICE__c	CommercientSF8__ExternalKey__c	14	vw_SAGE100US_AR_Open_Invoice	vw_SAGE100US_AR_Open_Invoice	CommercientSF8__ / __c	1
Invoice Header	CommercientSF8__AR_INVOICEHISTORYHEADER__c	CommercientSF8__ExternalKey__c	15	vw_SAGE100US_InvoiceHistoryHeader	vw_SAGE100US_InvoiceHistoryHeader	CommercientSF8__ / __c	1
Invoice Details	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	16	vw_SAGE100US_InvoiceHistoryDetail	vw_SAGE100US_InvoiceHistoryDetail	CommercientSF8__ / __c	1
Transcation Payment History	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	CommercientSF8__ExternalKey__c	17	vw_SAGE100US_InvoicePayment	vw_SAGE100US_InvoicePayment	CommercientSF8__ / __c	1
Item Warehouse	CommercientSF8__SAGE100_ITEMWAREHOUSE__c	CommercientSF8__ExternalKey__c	18	vw_SAGE100US_Item_WareHouse	vw_SAGE100US_Item_WareHouse	CommercientSF8__ / __c	1
Create Standard PriceBook	PricebookEntry	ExternalKey__c	19	vw_SAGE100US_PriceBookEntry	vw_SAGE100US_PriceBookEntryCreate	'' / ''	1
Update Standard PriceBook	PricebookEntry	ExternalKey__c	20	vw_SAGE100US_PriceBookEntry	vw_SAGE100US_PriceBookEntryUpdate	'' / ''	1
Contact	Contact	CommercientSF8__ExternalKey__c	21	vw_SAGE100US_Contact	vw_SAGE100US_Contact	'' / ''	1
Item Transaction History	CommercientSF8__SAGE100_IM_ITEMTRANSACTIONHISTORY__c	CommercientSF8__ExternalKey__c	22	vw_SAGE100US_ItemTransactionHistory	vw_SAGE100US_ItemTransactionHistory	CommercientSF8__ / __c	1
Opportunity Header	Opportunity	ExternalKey__c	23	vw_Opportunity_Header	vw_SAGE100US_Opportunity_Header	'' / ''	1
Opportunity Line	OpportunityLineItem	ExternalKey__c	24	vw_Opportunity_Detail	vw_SAGE100US_Quote_Line	'' / ''	1
Quote_Header	Quote	ExternalKey__c	25	vw_Quote_Header	vw_SAGE100US_Quote_Header	'' / ''	1
Quote_LineItem	QuoteLineItem	ExternalKey__c	26	vw_Quote_Detail	vw_SAGE100US_Quote_Line	'' / ''	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.

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_SAGE100US_AR_TermsCode	insert + update	vw_SAGE100US_AR_TermsCode:	—	ExternalKey	SF_ERP_Salesforce_Clone_AR_TERMSCODE
vw_SAGE100US_AR_SalesPerson	insert + update	vw_SAGE100US_AR_SalesPerson:	—	ExternalKey	SF_ERP_Salesforce_Clone_AR_SALESPERSON
vw_SAGE100US_Account	insert + update	vw_SAGE100US_Account:	vw_SAGE100US_AR_SalesPerson:, vw_SAGE100_User:	CommercientSF__Commercient_ArCustomerCode__c	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE100US_Customer	insert-only	vw_SAGE100US_Customer:	vw_SAGE100US_Account:, vw_SAGE100US_AR_SalesPerson:	ExternalKey	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100US_AR_ShipToAddress	insert + update	vw_SAGE100US_AR_ShipToAddress:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE100US_CustomerToAccountLookup	insert + update	vw_SAGE100US_CustomerToAccountLookup:	vw_SAGE100US_Customer:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100US_CI_Item	insert + update	vw_SAGE100US_CI_Item:	—	ExternalKeys	SF_ERP_Salesforce_Clone_CI_ITEM, SF_ERP_Salesforce_Clone_CI_ExtendedDescription
vw_SAGE100US_Product	insert + update	vw_SAGE100US_Product:	vw_SAGE100US_CI_Item:	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE100US_ProductToItemReverseLookup	insert + update	vw_SAGE100US_ProductToItemReverseLookup:	vw_SAGE100US_Product:	—	SF_ERP_Salesforce_Clone_CI_ITEM, CRM_Configuration
vw_SAGE100US_SalesOrderHeader	insert + update	vw_SAGE100US_SalesOrderHeader:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE100US_SalesOrderDetail	insert + update	vw_SAGE100US_SalesOrderDetail:	vw_SAGE100US_SalesOrderHeader:, vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER
vw_SAGE100US_SalesOrderHistoryHeader	insert + update	vw_SAGE100US_SalesOrderHistoryHeader:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:, vw_SAGE100UK_Account:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, CommercientFlags
vw_SAGE100US_SalesOrderHistoryDetail	insert + update	vw_SAGE100US_SalesOrderHistoryDetail:	vw_SAGE100US_SalesOrderHistoryHeader:, vw_SAGE100US_CI_Item:, vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHISTORYDETAIL, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader
vw_SAGE100US_AR_Open_Invoice	insert + update	vw_SAGE100US_AR_Open_Invoice:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHEADER
vw_SAGE100US_InvoiceHistoryHeader	insert + update	vw_SAGE100US_InvoiceHistoryHeader:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, CommercientFlags
vw_SAGE100US_InvoiceHistoryDetail	insert + update	vw_SAGE100US_InvoiceHistoryDetail:	vw_SAGE100US_InvoiceHistoryHeader:, vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:, vw_SAGE100US_CI_Item:	ExternalKey	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER
vw_SAGE100US_InvoicePayment	insert + update	vw_SAGE100US_InvoicePayment:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_InvoiceHistoryHeader:	—	SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY, CommercientFlags
vw_SAGE100US_Item_WareHouse	insert + update	vw_SAGE100US_Item_WareHouse:	vw_SAGE100US_Product:, vw_SAGE100US_CI_Item:	ExternalKey	SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE
vw_SAGE100US_PriceBookEntryCreate	insert-only	—	vw_SAGE100US_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE100US_PriceBookEntryUpdate	insert-only	—	vw_SAGE100US_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE100US_Contact	insert + update	vw_SAGE100US_Contact:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:	CommercientSF8__ExternalKey__c	SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT
vw_SAGE100US_ItemTransactionHistory	insert + update	vw_SAGE100US_ItemTransactionHistory:	vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_ShipToAddress:, vw_SAGE100US_Product:, vw_SAGE100US_CI_Item:	—	SF_ERP_Salesforce_Clone_IM_ItemTransactionHistory, CommercientFlags
vw_SAGE100US_Opportunity_Header	insert + update	vw_Opportunity_Header:	vw_SAGE100US_Customer:, vw_SAGE100US_Account:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE100US_Quote_Line	insert-only	—	vw_Quote_Header:, vw_SAGE100US_Product:, vw_Quote_Detail:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER
vw_SAGE100US_Quote_Header	insert + update	vw_Quote_Header:	vw_SAGE100US_Customer:, vw_SAGE100US_Account:, vw_Opportunity_Header:, vw_SAGE100US_AR_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE100US_Quote_Line	insert-only	vw_Quote_Detail:	vw_Quote_Header:, vw_SAGE100US_Product:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER

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

• 0 — GET USER
• 1 — Ar_Term
• 2 — Sales Person
• 3 — Account
• 4 — Customer
• 5 — Ship_TO_Address
• 6 — AccountCustomerLookup
• 7 — CIItem
• 8 — Product
• 9 — ItemProduct ReverseLookup
• 10 — SalesOrder
• 11 — SalesOrderLine
• 12 — SalesOrder History Header
• 13 — SalesOrder History Line
• 14 — Open Invoice
• 15 — Invoice Header
• 16 — Invoice Details
• 17 — Transcation Payment History
• 18 — Item Warehouse
• 19 — Create Standard PriceBook
• 20 — Update Standard PriceBook
• 21 — Contact
• 22 — Item Transaction History
• 23 — Opportunity Header
• 24 — Opportunity Line
• 25 — Quote_Header
• 26 — Quote_LineItem

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_SAGE100US_Account reads vw_SAGE100US_AR_SalesPerson:, vw_SAGE100_User:
• vw_SAGE100US_CustomerToAccountLookup reads vw_SAGE100US_Customer:
• vw_SAGE100US_InvoicePayment reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_InvoiceHistoryHeader:
• vw_SAGE100US_Contact reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:
• vw_SAGE100US_Opportunity_Header reads vw_SAGE100US_Customer:, vw_SAGE100US_Account:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_Quote_Line reads vw_Quote_Header:, vw_SAGE100US_Product:, vw_Quote_Detail:
• vw_SAGE100US_Quote_Header reads vw_SAGE100US_Customer:, vw_SAGE100US_Account:, vw_Opportunity_Header:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_Quote_Line reads vw_Quote_Header:, vw_SAGE100US_Product:
• vw_SAGE100US_Customer reads vw_SAGE100US_Account:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_AR_ShipToAddress reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_ProductToItemReverseLookup reads vw_SAGE100US_Product:
• vw_SAGE100US_Item_WareHouse reads vw_SAGE100US_Product:, vw_SAGE100US_CI_Item:
• vw_SAGE100US_ItemTransactionHistory reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_ShipToAddress:, vw_SAGE100US_Product:, vw_SAGE100US_CI_Item:
• vw_SAGE100US_InvoiceHistoryHeader reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_InvoiceHistoryDetail reads vw_SAGE100US_InvoiceHistoryHeader:, vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:, vw_SAGE100US_CI_Item:
• vw_SAGE100US_AR_Open_Invoice reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_PriceBookEntryCreate reads vw_SAGE100US_Product:
• vw_SAGE100US_PriceBookEntryUpdate reads vw_SAGE100US_Product:
• vw_SAGE100US_Product reads vw_SAGE100US_CI_Item:
• vw_SAGE100US_SalesOrderDetail reads vw_SAGE100US_SalesOrderHeader:, vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_SalesOrderHistoryDetail reads vw_SAGE100US_SalesOrderHistoryHeader:, vw_SAGE100US_CI_Item:, vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_SalesOrderHeader reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:
• vw_SAGE100US_SalesOrderHistoryHeader reads vw_SAGE100US_Account:, vw_SAGE100US_Customer:, vw_SAGE100US_AR_SalesPerson:, vw_SAGE100UK_Account:; no template in this set writes vw_SAGE100UK_Account:

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
Ar_Term	CommercientSF8__SAGE100_TermsCode__c	2	TermsCode → CommercientSF8__ExternalKey__c, TermsCodeDesc → Name
Sales Person	CommercientSF8__SAGE100_SalesPerson__c	2	SalespersonDivisionNo, SalespersonNo → CommercientSF8__ExternalKey__c, SalespersonName → Name
Account	Account	15	ARDivisionNo, CustomerNo → CommercientSF__Commercient_ArCustomerCode__c, CustomerName, ShipToName → Name, SalespersonDivisionNo, SalespersonNo → CommercientSF8__SAGE100_SalesPerson__c, TelephoneNo → Phone, AddressLine1, AddressLine2, AddressLine3 → BillingStreet
Customer	CommercientSF8__AR_CUSTOMER__c	96	ARDivisionNo, CustomerNo → CommercientSF8__ExternalKey__c, CustomerName → Name, SFDCID → Account, SFDCID → SalesPerson, ARDivisionNo → ARDivisionNo
Ship_TO_Address	CommercientSF8__SO_SHIPTOADDRESS__c	5	ARDivisionNo, CustomerNo, ShipToCode → CommercientSF8__ExternalKey__c, ShipToName → Name, ARDivisionNo, CustomerNo → Account, ARDivisionNo, CustomerNo → Sage100_Customer_Records, SalespersonNo → SalesPerson
AccountCustomerLookup	Account	2	ARDivisionNo, CustomerNo → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF8__Sage_Customer_Record__c
CIItem	CommercientSF8__SAGE100_CI_Item__c	2	ItemCode → CommercientSF8__ExternalKeys__c, ItemCode → Name
Product	Product2	6	ItemCode → CommercientSF__ExternalKey__c, ItemCode → Name, ItemCode → ProductCode, ItemCodeDesc → Description, InactiveItem → IsActive
ItemProduct ReverseLookup	CommercientSF8__SAGE100_CI_Item__c	2	ItemCode → CommercientSF8__ExternalKeys__c, SFDCID → CommercientSF8__Product__c
SalesOrder	CommercientSF8__SO_SALESORDERHEADER__c	112	ARDivisionNo, SalesOrderNo → CommercientSF8__SALESORDERNO__c, SalesOrderNo → Name, ARDivisionNo, CustomerNo → Account, ARDivisionNo, CustomerNo → Sage100_Customer_Record, SalespersonDivisionNo, SalespersonNo → SalesPerson
SalesOrderLine	CommercientSF8__SO_SALESORDERDETAIL__c	4	SalesOrderNo, LineKey → CommercientSF8__ExternalKey__c, SFDCID → CommercientSF8__Sage100_Open_Sales_Orders__c, SFDCID → Account, SalesOrderNo, LineKey → Name
SalesOrder History Header	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	97	ARDivisionNo,SalesOrderNo → CommercientSF8__ExternalKey__c, SalesOrderNo → Name, ARDivisionNo,CustomerNo → Account, ARDivisionNo,CustomerNo → Customer, SalespersonDivisionNo,SalespersonNo → SAGE100_SalesPerson
SalesOrder History Line	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	4	SalesOrderNo, SequenceNo → CommercientSF8__ExternalKey__c, SalesOrderNo, SequenceNo → CommercientSF8__Name__c, SFDCID → CommercientSF8__Salesorder_History_Header__c, SFDCID → CommercientSF8__CI_Item__c
Open Invoice	CommercientSF8__SAGE100_AR_OPENINVOICE__c	5	InvoiceNo,InvoiceType → CommercientSF8__ExternalKey__c, InvoiceNo,InvoiceType → Name, ARDivisionNo,CustomerNo → Account, ARDivisionNo,CustomerNo → Sage100_Customer_Records, SalespersonDivisionNo,SalespersonNo → SAGE100_SalesPerson
Invoice Header	CommercientSF8__AR_INVOICEHISTORYHEADER__c	5	InvoiceNo, HeaderSeqNo → CommercientSF8__ExternalKey__c, InvoiceNo → Name, ARDivisionNo, CustomerNo → Account, ARDivisionNo, CustomerNo → Sage100_Customer_Records, SalespersonDivisionNo, SalespersonNo → SAGE100_SalesPerson
Invoice Details	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	6	InvoiceNo, HeaderSeqNo, DetailSeqNo → CommercientSF8__ExternalKey__c, InvoiceNo, DetailSeqNo → Name, ARDivisionNo, CustomerNo → Account, ARDivisionNo, CustomerNo → Sage100_Customer_Records, InvoiceNo, HeaderSeqNo → Sage100_Invoice
Transcation Payment History	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	5	InvoiceNo → Name, SFDCID → Account, SFDCID → Sage100_Customer_Record, SFDCID → Sage100_Invoice
Item Warehouse	CommercientSF8__SAGE100_ITEMWAREHOUSE__c	4	ItemCode, WarehouseCode → CommercientSF8__ExternalKey__c, ItemCode, WarehouseCode → Name, SFDCID → CommercientSF8__Product__c, SFDCID → CommercientSF8__CIItem__c
Create Standard PriceBook	PricebookEntry	5	ItemCode → ExternalKey__c, StandardUnitPrice → UnitPrice, SFDCID → Pricebook2ID, SFDCID → Product2ID
Update Standard PriceBook	PricebookEntry	3	ItemCode → ExternalKey__c, StandardUnitPrice → UnitPrice
Contact	Contact	13	ARDivisionNo, CustomerNo, ContactCode → CommercientSF8__ExternalKey__c, SFDCID → AccountID, ContactName → LastName, EmailAddress → Email, TelephoneNo1 → Phone
Item Transaction History	CommercientSF8__SAGE100_IM_ITEMTRANSACTIONHISTORY__c	7	ARDivisionNo,CustomerNo → Account__c, ARDivisionNo,CustomerNo → Sage100_Customer_Records__c, ARDivisionNo,CustomerNo,ShipToCode → Sage100_ShipTo_Address__c, ItemCode → Product, ItemCode → SAGE100_CI_Item
Opportunity Header	Opportunity	7	SalesOrderNo → ExternalKey__c, SalesOrderNo → Name, SFDCID → AccountId, TaxableAmt → Amount, SFDCID → Pricebook2ID
Opportunity Line	OpportunityLineItem	8	SalesOrderNo, LineKey → ExternalKey__c, SFDCID → QuoteId, SFDCID → Product2Id, SFDCID → PricebookEntryId, PromiseDate → ServiceDate
Quote_Header	Quote	22	SalesOrderNo → ExternalKey__c, SalesOrderNo → Name, SalesOrderNo → OpportunityId, SalespersonDivisionNo,SalespersonNo → SAGE100_SalesPerson__c, BillToName → BillingName
Quote_LineItem	QuoteLineItem	8	SalesOrderNo, LineKey → ExternalKey__c, SFDCID → QuoteId, SFDCID → Product2Id, SFDCID → PricebookEntryId, PromiseDate → ServiceDate

6. Community templates

The catalogue carries 1310 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: 1310
• Default operations: insert on 1310, update on 1310, delete on 1310
• Marked circular-sync: 4
• Licence groups they span: 17
• Destination objects: Account, CommercientSF8__SAGE100_CI_Item__c, PricebookEntry, CommercientSF8__AR_CUSTOMER__c, Product2, CommercientSF8__SO_SALESORDERHEADER__c, CommercientSF8__AR_INVOICEHISTORYDETAIL__c, CommercientSF8__AR_INVOICEHISTORYHEADER__c, CommercientSF8__SO_SALESORDERDETAIL__c, CommercientSF8__SO_SHIPTOADDRESS__c, CommercientSF8__SAGE100_SalesPerson__c, CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c, CommercientSF8__SAGE100_TermsCode__c, CommercientSF8__SAGE100_AR_OPENINVOICE__c, Contact, CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c, account, ACCOUNT, 72 more and 48 custom objects
• Object display names: Account, Customer, AccountCustomerLookup, ItemProduct ReverseLookup, Product, SalesOrder, SalesOrderLine, Sales Person, SalesOrder History Header, Invoice Details, Invoice Header, Ship_TO_Address, 144 more and 55 further templates
• Template groups: Account, Product, Salesorder, Invoice, CRM Quote and Line, CRM Opportunity and Line, Customer Multi Ship Addresses, Invoice History Headers, 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_SAGE100_User
• vw_SAGE100US_Account
• vw_SAGE100US_CustomerToAccountLookup
• vw_SAGE100US_InvoicePayment
• vw_SAGE100US_AR_TermsCode
• vw_SAGE100US_Contact
• vw_Opportunity_Header
• vw_Opportunity_Detail
• vw_Quote_Header
• vw_Quote_Detail
• vw_SAGE100US_Customer
• vw_SAGE100US_AR_ShipToAddress
• vw_SAGE100US_CI_Item
• vw_SAGE100US_ProductToItemReverseLookup
• vw_SAGE100US_Item_WareHouse
• vw_SAGE100US_ItemTransactionHistory
• vw_SAGE100US_InvoiceHistoryHeader
• vw_SAGE100US_InvoiceHistoryDetail
• vw_SAGE100US_AR_Open_Invoice
• vw_SAGE100US_PriceBookEntry
• vw_SAGE100US_Product
• vw_SAGE100US_SalesOrderDetail
• vw_SAGE100US_SalesOrderHistoryDetail
• vw_SAGE100US_SalesOrderHeader
• vw_SAGE100US_SalesOrderHistoryHeader
• vw_SAGE100US_AR_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 Sage 100 (US) → 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.