Source ERP · 93 of 105

CRMPro → Salesforce — SAP B1: what the shipped templates set up

Read it in the terminal with "dlake skills show dlake-crmpro-salesforce/erps/sap-b1". It extends the dlake-crmpro-salesforce skill, which holds what is true whatever the source ERP.

CRMPro → Salesforce — SAP B1: 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/sap-b1.md, and that skill’s ERP table is what points at it. What follows is only what the shipped SAP B1 → Salesforce templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

GroupBusiness outcomeObjectsSource tables and views
Get_UsersThe templates push users to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.users
AccountIn 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, existing ones updated, and records removed in the ERP are deleted.Account, Contact, CommercientSF16__SAP_Customer__cSF_ERP_Salesforce_Clone_OCRD, SF_ERP_Salesforce_Clone_CRD1, SF_ERP_Salesforce_Clone_OCPR
Customer Multi Ship AddressesIf 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.CommercientSF16__SAP_Address__cSF_ERP_Salesforce_Clone_CRD1
ProductERP OITW, OITM data becomes CommercientSF16__OITM__c, CommercientSF16__OITW__c, Product2 in Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF16__OITM__c, CommercientSF16__OITW__c, Product2SF_ERP_Salesforce_Clone_OITM, SF_ERP_Salesforce_Clone_OITW
InvoiceBoth 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.CommercientSF16__SAP_Invoice__c, CommercientSF16__SAP_InvoiceDetail__cSF_ERP_Salesforce_Clone_OINV, CommercientFlags, SF_ERP_Salesforce_Clone_INV1
PricebookERP ITM1 data becomes PricebookEntry, PriceBookEntry in Salesforce. New records are created and existing ones updated; none are deleted.PricebookEntry, PriceBookEntrySF_ERP_Salesforce_Clone_ITM1
Purchase OrderThe templates push CommercientSF16__OPOR__c to Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF16__OPOR__cSF_ERP_Salesforce_Clone_OPOR, CommercientFlags
Purchase Order LineThe templates push CommercientSF16__POR1__c to Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF16__POR1__cSF_ERP_Salesforce_Clone_POR1, SF_ERP_Salesforce_Clone_OPOR
SalesorderCommercient 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.CommercientSF16__SAP_SalesOrder__c, CommercientSF16__SAP_SalesOrderLine__c, CommercientSF16__ORIN__c, CommercientSF16__RIN1__c, CommercientSF16__ODLN__c, CommercientSF16__DLN1__cSF_ERP_Salesforce_Clone_ORDR, CommercientFlags, SF_ERP_Salesforce_Clone_RDR1, SF_ERP_Salesforce_Clone_ORIN, SF_ERP_Salesforce_Clone_RIN1, SF_ERP_Salesforce_Clone_ODLN

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 nameCRM_Object_API_NameCRM_PK_API_NameSync_OrderTimeStamp_PrefixSQL_Query targetfield prefix / postfixSync_Operation_Type
GET USERusers0vw_SAPB1_User1=0'' / ''1
AccountAccountCommercientSF__Commercient_ArCustomerCode__c1Account:vw_SAPB1_Account'' / ''
SAPB1 CustomerCommercientSF16__SAP_Customer__cCommercientSF16__ExternalKey__c2SAPB1Customervw_SAPB1_CustomerCommercientSF16__ / __c
Account Reverse lookupAccountCommercientSF__Commercient_ArCustomerCode__c3AccountReverseLookupvw_SAPB1_AccountReverseLookup'' / ''
SAPB1 AddressCommercientSF16__SAP_Address__cCommercientSF16__ExternalKey__c4SAPB1Addressvw_SAPB1_AddressCommercientSF16__ / __c
SAPB1 Sales OrderCommercientSF16__SAP_SalesOrder__cCommercientSF16__ExternalKey__c5SAPB1SalesOrdervw_SAPB1_SalesOrderCommercientSF16__ / __c
SAPB1 Sales Order LineCommercientSF16__SAP_SalesOrderLine__cCommercientSF16__ExternalKey__c6SAPB1SalesOrderLinevw_SAPB1_SalesOrderLineCommercientSF16__ / __c
SYNC CONTACTContactExternalKey__c7vw_SAPB1_Contactvw_SAPB1_Contact'' / ''1
SAPB1 InvoiceCommercientSF16__SAP_Invoice__cCommercientSF16__ExternalKey__c7SAPB1Invoicevw_SAPB1_InvoiceCommercientSF16__ / __c
SAPB1 Invoice LineCommercientSF16__SAP_InvoiceDetail__cCommercientSF16__ExternalKey__c8SAPB1InvoiceLinevw_SAPB1_InvoiceLineCommercientSF16__ / __c
ProductProduct2CommercientSF__ExternalKey__c9Product2vw_SAPB1_Product'' / ''
Price Book Entry CreatePricebookEntryExternalKey__c10PricebookEntryvw_SAPB1_PriceBookEntryCreate'' / ''
Price Book Entry UpdatePriceBookEntryExternalKey__c11PriceBookEntryvw_SAPB1_PriceBookEntryUpdate'' / ''
SAPB1 Purchase OrderCommercientSF16__OPOR__cCommercientSF16__ExternalKey__c12SAPB1PurchaseOrdervw_SAPB1_PurchaseOrderCommercientSF16__ / __c
SAPB1 Purchase Order LineCommercientSF16__POR1__cCommercientSF16__ExternalKey__c13SAPB1PurchaseOrderLinevw_SAPB1_PurchaseOrderLineCommercientSF16__ / __c
SAPB1 Item MasterCommercientSF16__OITM__cCommercientSF16__ExternalKey__c14SAPB1ItemMastervw_SAPB1_ItemMasterCommercientSF16__ / __c
SAPB1 Item WarehouseCommercientSF16__OITW__cCommercientSF16__ExternalKey__c15SAPB1ItemWarehousevw_SAPB1_ItemWarehouseCommercientSF16__ / __c
SAPB1 Sales Credit HeaderCommercientSF16__ORIN__cCommercientSF16__ExternalKey__c16SAPB1SalesCreditHeadervw_SAPB1_SalesCreditHeaderCommercientSF16__ / __c
SAPB1 Sales Credit DetailCommercientSF16__RIN1__cCommercientSF16__ExternalKey__c17SAPB1SalesCreditDetailvw_SAPB1_SalesCreditDetailCommercientSF16__ / __c
SAPB1 Sales Delivery HeaderCommercientSF16__ODLN__cCommercientSF16__ExternalKey__c18SAPB1SalesDeliveryHeadervw_SAPB1_SalesDeliveryHeaderCommercientSF16__ / __c
SAPB1 Sales Delivery DetailCommercientSF16__DLN1__cCommercientSF16__ExternalKey__c19SAPB1SalesDeliveryDetailvw_SAPB1_SalesDeliveryDetailCommercientSF16__ / __c

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_Active_Delete_Records 0, Sync_Batch_Size 200. Is_Create_Fields is set on Price Book Entry Create; Is_Active_Get_Records is set on Price Book Entry Create; IsAccountMatching is set on Account. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on GET USER, Price Book Entry Create — 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.

ViewChange detectionRepository keyReads other prefixesIdentity columnSource tables
vw_SAPB1_Accountinsert + updateAccount:SF_ERP_Salesforce_Clone_OCRD, SF_ERP_Salesforce_Clone_CRD1
vw_SAPB1_Customerinsert + updateSAPB1Customer:Account:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_OCRD
vw_SAPB1_AccountReverseLookupinsert + updateAccountReverseLookup:SAPB1Customer:SF_ERP_Salesforce_Clone_OCRD
vw_SAPB1_Addressinsert + updateSAPB1Address:Account:, SAPB1Customer:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_CRD1
vw_SAPB1_SalesOrderinsert + updateSAPB1SalesOrder:Account:, SAPB1Customer:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_ORDR, CommercientFlags
vw_SAPB1_SalesOrderLineinsert + updateSAPB1SalesOrderLine:SAPB1SalesOrder:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_RDR1, SF_ERP_Salesforce_Clone_ORDR
vw_SAPB1_Contactinsert + updatevw_SAPB1_Contact:Account:SF_ERP_Salesforce_Clone_OCPR
vw_SAPB1_Invoiceinsert + updateSAPB1Invoice:Account:, SAPB1Customer:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_OINV, CommercientFlags
vw_SAPB1_InvoiceLineinsert + updateSAPB1InvoiceLine:SAPB1Invoice:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_INV1, SF_ERP_Salesforce_Clone_OINV
vw_SAPB1_Productinsert + updateProduct2:CommercientSF__ExternalKey__cSF_ERP_Salesforce_Clone_OITM
vw_SAPB1_PriceBookEntryCreateinsert-onlyPricebookEntry:Product2:ExternalKey__cSF_ERP_Salesforce_Clone_ITM1
vw_SAPB1_PriceBookEntryUpdateinsert + updatePricebookEntry:ExternalKey__cSF_ERP_Salesforce_Clone_ITM1
vw_SAPB1_PurchaseOrderinsert + updateSAPB1PurchaseOrder:Account:, SAPB1Customer:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_OPOR, CommercientFlags
vw_SAPB1_PurchaseOrderLineinsert + updateSAPB1PurchaseOrderLine:SAPB1PurchaseOrder:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_POR1, SF_ERP_Salesforce_Clone_OPOR
vw_SAPB1_ItemMasterinsert + updateSAPB1ItemMaster:Product2:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_OITM
vw_SAPB1_ItemWarehouseinsert + updateSAPB1ItemWarehouse:Product2:, SAPB1ItemMaster:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_OITW
vw_SAPB1_SalesCreditHeaderinsert + updateSAPB1SalesCreditHeader:Account:, SAPB1Customer:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_ORIN
vw_SAPB1_SalesCreditDetailinsert + updateSAPB1SalesCreditDetail:SAPB1SalesCreditHeader:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_RIN1, SF_ERP_Salesforce_Clone_ORIN
vw_SAPB1_SalesDeliveryHeaderinsert + updateSAPB1SalesDeliveryHeader:Account:, SAPB1Customer:, SAPB1SalesOrder:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_ODLN
vw_SAPB1_SalesDeliveryDetailinsert + updateSAPB1SalesDeliveryDetail:SAPB1SalesDeliveryHeader:CommercientSF16__ExternalKey__cSF_ERP_Salesforce_Clone_DLN1, SF_ERP_Salesforce_Clone_ODLN

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

  • 0 — GET USER
  • 1 — Account
  • 2 — SAPB1 Customer
  • 3 — Account Reverse lookup
  • 4 — SAPB1 Address
  • 5 — SAPB1 Sales Order
  • 6 — SAPB1 Sales Order Line
  • 7 — SYNC CONTACT, SAPB1 Invoice
  • 8 — SAPB1 Invoice Line
  • 9 — Product
  • 10 — Price Book Entry Create
  • 11 — Price Book Entry Update
  • 12 — SAPB1 Purchase Order
  • 13 — SAPB1 Purchase Order Line
  • 14 — SAPB1 Item Master
  • 15 — SAPB1 Item Warehouse
  • 16 — SAPB1 Sales Credit Header
  • 17 — SAPB1 Sales Credit Detail
  • 18 — SAPB1 Sales Delivery Header
  • 19 — SAPB1 Sales Delivery Detail

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_SAPB1_Account reads Account:; no template in this set writes Account:
  • vw_SAPB1_AccountReverseLookup reads SAPB1Customer:
  • vw_SAPB1_Contact reads Account:; no template in this set writes Account:
  • vw_SAPB1_Customer reads Account:; no template in this set writes Account:
  • vw_SAPB1_Address reads Account:, SAPB1Customer:; no template in this set writes Account:
  • vw_SAPB1_ItemMaster reads Product2:
  • vw_SAPB1_ItemWarehouse reads Product2:, SAPB1ItemMaster:
  • vw_SAPB1_Invoice reads Account:, SAPB1Customer:; no template in this set writes Account:
  • vw_SAPB1_InvoiceLine reads SAPB1Invoice:
  • vw_SAPB1_PriceBookEntryCreate reads Product2:
  • vw_SAPB1_PurchaseOrder reads Account:, SAPB1Customer:; no template in this set writes Account:
  • vw_SAPB1_PurchaseOrderLine reads SAPB1PurchaseOrder:
  • vw_SAPB1_SalesOrder reads Account:, SAPB1Customer:; no template in this set writes Account:
  • vw_SAPB1_SalesOrderLine reads SAPB1SalesOrder:
  • vw_SAPB1_SalesCreditHeader reads Account:, SAPB1Customer:; no template in this set writes Account:
  • vw_SAPB1_SalesCreditDetail reads SAPB1SalesCreditHeader:
  • vw_SAPB1_SalesDeliveryHeader reads Account:, SAPB1Customer:, SAPB1SalesOrder:; no template in this set writes Account:
  • vw_SAPB1_SalesDeliveryDetail reads SAPB1SalesDeliveryHeader:

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.

TemplateObjectMapped fieldsFirst ERP → Salesforce pairs
AccountAccount14CardCodeCommercientSF__Commercient_ArCustomerCode__c, CardNameName, Phone1Phone, CardTypeType, StreetBillingStreet
SAPB1 CustomerCommercientSF16__SAP_Customer__c11CardCodeCommercientSF16__ExternalKey__c, CardNameName, AddressBillingStreet, CityBillingCity, CountryBillingCountry
Account Reverse lookupAccount2CardCodeCommercientSF__Commercient_ArCustomerCode__c, SFDCIDCommercientSF16__Customer__c
SAPB1 AddressCommercientSF16__SAP_Address__c32Address,CardCode,AdresTypeCommercientSF16__ExternalKey__c, AddressName, StreetStreet, BlockBlock, ZipCodeZipCode
SAPB1 Sales OrderCommercientSF16__SAP_SalesOrder__c3DocEntryCommercientSF16__ExternalKey__c, CardCodeCommercientSF16__Account__c, CardCodeCommercientSF16__Customer__c
SAPB1 Sales Order LineCommercientSF16__SAP_SalesOrderLine__c3DocEntry, LineNumCommercientSF16__ExternalKey__c, DocNum, LineNumName, SFDCIDCommercientSF16__SAP_Salesorder__c
SYNC CONTACTContact7FirstNameFirstName, LastNameLastName, FaxFax, PhonePhone, MobilePhoneMobilePhone
SAPB1 InvoiceCommercientSF16__SAP_Invoice__c24DocEntryCommercientSF16__ExternalKey__c, CardCodeCommercientSF16__Account__c, CardCodeCommercientSF16__Customer__c, DocNumName, DocTypeDocType
SAPB1 Invoice LineCommercientSF16__SAP_InvoiceDetail__c3DocEntry, LineNumCommercientSF16__ExternalKey__c, DocNum, LineNumName, SFDCIDCommercientSF16__Invoice__c
ProductProduct26ItemCodeCommercientSF__ExternalKey__c, ItemNameName, ItemCodeProductCode, ItemNameDescription, ItemClassFamily
Price Book Entry CreatePricebookEntry5ItemCodeExternalKey__c, PriceUnitPrice, SFDCIDPricebook2ID, SFDCIDProduct2ID
Price Book Entry UpdatePriceBookEntry3ItemCodeExternalKey__c, PriceUnitPrice
SAPB1 Purchase OrderCommercientSF16__OPOR__c4DocEntryCommercientSF16__ExternalKey__c, DocNumName, CardCodeCommercientSF16__Account__c, CardCodeCommercientSF16__SAP_Customer__c
SAPB1 Purchase Order LineCommercientSF16__POR1__c3DocEntry,LineNumCommercientSF16__ExternalKey__c, DocNum,LineNumName, SFDCIDCommercientSF16__SAP_Purchase_Order__c
SAPB1 Item MasterCommercientSF16__OITM__c3ItemCodeCommercientSF16__ExternalKey__c, ItemNameName, SFDCIDCommercientSF16__Product__c
SAPB1 Item WarehouseCommercientSF16__OITW__c77ItemCode, WhsCodeCommercientSF16__ExternalKey__c, ItemCode, WhsCodeName, SFDCIDProduct__c, SFDCIDCommercientSF16__SAP_Item_Master__c, ItemCodeItemCode
SAPB1 Sales Credit HeaderCommercientSF16__ORIN__c3DocEntryCommercientSF16__ExternalKey__c, CardCodeCommercientSF16__Account__c, CardCodeCommercientSF16__SAP_Customer__c
SAPB1 Sales Credit DetailCommercientSF16__RIN1__c2DocEntry, LineNumCommercientSF16__ExternalKey__c, SFDCIDCommercientSF16__SAPB1_Sales_Credit_Header__c
SAPB1 Sales Delivery HeaderCommercientSF16__ODLN__c4DocEntryCommercientSF16__ExternalKey__c, CardCodeCommercientSF16__Account__c, CardCodeCommercientSF16__SAP_Customer__c, DocEntryCommercientSF16__SAP_Sales_order__c
SAPB1 Sales Delivery DetailCommercientSF16__DLN1__c282DocEntry,LineNumCommercientSF16__ExternalKey__c, DocNum,LineNumName, SFDCIDCommercientSF16__SAP_Sales_Delivery_Header__c, DocEntryDocEntry, LineNumLineNum

6. Community templates

The catalogue carries 437 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: 437
  • Default operations: insert on 437, update on 437, delete on 437
  • Marked circular-sync: 0
  • Licence groups they span: 15
  • Destination objects: Account, Product2, CommercientSF16__SAP_Customer__c, CommercientSF16__SAP_Invoice__c, CommercientSF16__SAP_SalesOrder__c, PricebookEntry, CommercientSF16__SAP_Address__c, CommercientSF16__SAP_InvoiceDetail__c, CommercientSF16__SAP_SalesOrderLine__c, PriceBookEntry, CommercientSF16__OITM__c, CommercientSF16__OITW__c, Contact, CommercientSF16__SAP_SalesPerson__c, CommercientSF16__ORIN__c, User, CommercientSF16__OPOR__c, QuoteLineItem, CommercientSF16__POR1__c, Opportunity, 20 more and 14 custom objects
  • Object display names: Account, SAPB1 Invoice, SAPB1 Sales Order, SAPB1 Invoice Line, SAPB1 Sales Order Line, Price Book Entry Create, Product, SAPB1 Address, SAPB1 Customer, Account Reverse lookup, SAPB1 Item Master, SAPB1 Item Warehouse, 89 more and 16 further templates
  • Template groups: Account, Product, Invoice, Salesorder, Customer Multi Ship Addresses, Opportunity, CRM Quote and Line, Purchase Order, CRM Opportunity and Line, CRM Ownership

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_SAPB1_User
  • Account:
  • AccountReverseLookup
  • vw_SAPB1_Contact
  • SAPB1Customer
  • SAPB1Address
  • SAPB1ItemMaster
  • SAPB1ItemWarehouse
  • SAPB1Invoice
  • SAPB1InvoiceLine
  • PricebookEntry
  • PriceBookEntry
  • Product2
  • SAPB1PurchaseOrder
  • SAPB1PurchaseOrderLine
  • SAPB1SalesOrder
  • SAPB1SalesOrderLine
  • SAPB1SalesCreditHeader
  • SAPB1SalesCreditDetail
  • SAPB1SalesDeliveryHeader
  • SAPB1SalesDeliveryDetail

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 SAP B1 → 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.