CRMPro → Salesforce — SYSPRO 6: what the shipped templates set up

CRMPro → Salesforce — SYSPRO 6: 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/syspro-6.md, and that skill’s ERP table is what points at it. What follows is only what the shipped SYSPRO 6 → 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
Sal Area	ERP SF_SYSPRO61_SALAREA data becomes CommercientSF__SalArea__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF__SalArea__c	SF_SYSPRO61_SalArea
Sales Move	ERP SF_SYSPRO61_ARSALESMOVE data becomes CommercientSF__ArSalesMove__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF__ArSalesMove__c	SF_SYSPRO61_ArSalesMove
Get_Users	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, CommercientSF__TblArTerms__c, CommercientSF__TblCustomerClass__c, CommercientSF__ArCustomer__c, CommercientSF__ArCustomerPlus__c, CommercientSF_SalSalesperson__c, CommercientSF__SalSalesPerson__c	SF_SYSPRO61_ArCustomer, SF_SYSPRO61_TblArTerms, SF_SYSPRO61_TblCustomerClass, SF_SYSPRO61_SalSalesperson
Branch/Division Details	ERP SF_SYSPRO61_SALBRANCH data becomes CommercientSF__SalBranch__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF__SalBranch__c	SF_SYSPRO61_SalBranch
CRM Opportunity and Line	ERP SF_SYSPRO61_QOTMASTER, SF_SYSPRO61_QOTDETAIL data becomes Opportunity, OpportunityLineItem in Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, OpportunityLineItem	SF_SYSPRO61_QotMaster, SF_SYSPRO61_QotDetail
CRM Order and Line	ERP SF_SYSPRO61_ARCUSTOMER, VW_SYSPRO7_SORMASTERREP, VW_SYSPRO7_SORDETAILREP data becomes Order, OrderItem in Salesforce. New records are created and existing ones updated; none are deleted.	Order, OrderItem	vw_SYSPRO7_SorMasterRep, SF_SYSPRO61_ArCustomer, CommercientFlags, vw_SYSPRO7_SorDetailRep
CRM Quote and Line	ERP SF_SYSPRO61_ARCUSTOMER, SF_SYSPRO61_QOTMASTER, SF_SYSPRO61_QOTDETAIL data becomes Quote, QuoteLineItem in Salesforce. New records are created and existing ones updated; none are deleted.	Quote, QuoteLineItem	SF_SYSPRO61_QotMaster, SF_SYSPRO61_ArCustomer, SF_SYSPRO61_QotDetail
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.	CommercientSF__ArMultAddress__c	SF_SYSPRO61_ArMultAddress
Product	ERP INVMASTE, SF_SYSPRO61_INVMASTER, SF_SYSPRO61_INVWAREHOUSE data becomes CommercientSF__InvMaster__c, CommercientSF__InvWarehouse__c, Product2 in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF__InvMaster__c, CommercientSF__InvWarehouse__c, Product2	SF_SYSPRO61_InvMaster, SF_SYSPRO61_InvWarehouse
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.	CommercientSF__ArPermReprint__c, CommercientSF__ArInvoice__c, CommercientSF__ArInvoicePay__c, CommercientSF__ArTrnDetail__c	SF_SYSPRO61_ArPermReprint, SF_SYSPRO61_ArInvoice, SF_SYSPRO61_TblArTerms, CommercientFlags, SF_SYSPRO61_SorMasterRep, SF_SYSPRO61_ArInvoicePay
Pricebook	ERP SF_SYSPRO61_INVPRICE, SF_SYSPRO61_FLX_PRICEBOOK data becomes PriceBook2, PricebookEntry in Salesforce. New records are created and existing ones updated; none are deleted.	PriceBook2, PricebookEntry	SF_SYSPRO61_InvPrice
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.	CommercientSF__SorMasterRep__c, CommercientSF__SorDetailRep__c, CommercientSF__SorDetailSerRep__c	vw_SYSPRO7_SorMasterRep, CommercientFlags, SF_SYSPRO61_SorMasterRep, SF_SYSPRO61_MdnMasterRep, SF_SYSPRO61_ArInvoice, vw_SYSPRO7_SorDetailRep

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_SYSPRO_User	1=0	'' / ''	1
Owner Cache	CommercientSF_SalSalesperson__c	CommercientSF__ExternalKey__c	0	vw_Owner	vw_SYSPRO7_Salesperson	CommercientSF__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	1	vw_Account	vw_SYSPRO7_Account	'' / ''	1
Account Child	Account	CommercientSF__Commercient_ArCustomerCode__c	1	vw_Account	vw_SYSPRO7_Account_Child	'' / ''	1
Sal Area	CommercientSF__SalArea__c	CommercientSF__Areas__c	2	vw_SalArea	vw_SYSPRO7_SalArea	CommercientSF__ / __c	1
Sal Branch	CommercientSF__SalBranch__c	CommercientSF__Branch__c	3	vw_SalBranch	vw_SYSPRO7_SalBranch	CommercientSF__ / __c	1
Sales Person	CommercientSF__SalSalesPerson__c	CommercientSF__ExternalKey__c	4	vw_SalesPerson	vw_SYSPRO7_Salesperson	CommercientSF__ / __C	1
Ar Terms	CommercientSF__TblArTerms__c	CommercientSF__TermsCodes__c	5	vw_ArTerms	vw_SYSPRO7_ArTerms	CommercientSF__ / __C	1
Customer Class	CommercientSF__TblCustomerClass__c	CommercientSF__Class__c	6	vw_CustomerClass	vw_SYSPRO7_CustomerClass	CommercientSF__ / __c	1
Customer	CommercientSF__ArCustomer__c	CommercientSF__ArCustomer_Code__c	7	vw_Customer	vw_SYSPRO7_Customer	CommercientSF__ / __C	1
Customer Reverse Lookup	Account	CommercientSF__Commercient_ArCustomerCode__c	8	vw_CustomerToAccountLookup	vw_SYSPRO7_CustomerReverseLookup	'' / ''	1
SorMasterRep	CommercientSF__SorMasterRep__c	CommercientSF__ExternalKey__c	10	vw_SorMasterRep	Call_vw_SYSPRO7_SorMasterRep	CommercientSF__ / __C	1
SorDetailRep	CommercientSF__SorDetailRep__c	CommercientSF__ExternalKey__c	11	vw_SorDetailRep	Call_vw_SYSPRO7_SorDetailRep	CommercientSF__ / __C	1
SorDetailSerRep	CommercientSF__SorDetailSerRep__c	CommercientSF__ExternalKey__c	12	vw_SorDetailSerRep	vw_SYSPRO7_SorDetailSerRep	CommercientSF__ / __C	1
Permanent Entry Invoices	CommercientSF__ArPermReprint__c	CommercientSF__ExternalKey__c	13	vw_ArPermReprint	vw_SYSPRO7_ArPermReprint	CommercientSF__ / __C	1
PriceBook2	PriceBook2	ExternalKey__c	14	vwPriceBook2	vw_SYSPRO7_PriceBook2	'' / ''	1
Product	Product2	CommercientSF__ExternalKey__c	14	vwProduct	vw_SYSPRO7_Product	'' / ''	1
PricebookEntry Standard Create	PricebookEntry	ExternalKey__c	16	vwProductPriceBook	vw_SYSPRO7_ProductPriceBook	'' / ''	1
PricebookEntry Standard Update	PricebookEntry	ExternalKey__c	17	vwProductPriceBook	vw_SYSPRO7_ProductPriceBook_StandardUpdate	'' / ''	1
Inventory Master	CommercientSF__InvMaster__c	CommercientSF__ExternalKeys__c	20	vw_InvMaster	vw_SYSPRO7_InvMaster	CommercientSF__ / __C	1
Inventory Warehouse	CommercientSF__InvWarehouse__c	CommercientSF__ExternalKeys__c	21	vw_InvWarehouse	vw_SYSPRO7_InvWarehouse	CommercientSF__ / __C	1
Product Revserse Lookup	Product2	CommercientSF__ExternalKey__c	22	vw_ProductReverseLookup	vw_SYSPRO7_ProductReverseLookup	'' / ''	1
Ar Multipal Address	CommercientSF__ArMultAddress__c	CommercientSF__ExternalKey__c	23	vw_ArMultipalAddress	vw_SYSPRO7_ArMultipalAddress	CommercientSF__ / __C	1
Invoice Header	CommercientSF__ArInvoice__c	CommercientSF__ExternalKey__c	24	vw_ArInvoice	vw_SYSPRO7_ArInvoice	CommercientSF__ / __C	1
Invoice Pay	CommercientSF__ArInvoicePay__c	CommercientSF__ExternalKey__c	25	vw_ArInvoicePay	vw_SYSPRO7_ArInvoicePay	CommercientSF__ / __C	1
Ar Tran Details	CommercientSF__ArTrnDetail__c	CommercientSF__ExternalKey__c	26	vw_ArTrnDetail	vw_SYSPRO7_ArTrnDetail	CommercientSF__ / __C	1
Sales Move	CommercientSF__ArSalesMove__c	CommercientSF__ExternalKey__c	27	vw_ArSalesMove	vw_SYSPRO7_ArSalesMove	CommercientSF__ / __c	1
Opportunity	Opportunity	ExternalKey__c	28	vw_Opportunity	vw_SYSPRO7_Opportunity	'' / ''	1
OpportunityLineItem	OpportunityLineItem	ExternalKey__c	29	vw_OpportunityLineItem	vw_SYSPRO7_OpportunityLineItem	'' / ''	1
Quote	Quote	ExternalKey__c	30	vw_Quote	vw_SYSPRO7_Quote	'' / ''	1
QuoteLineItem	QuoteLineItem	ExternalKey__c	31	vw_QuoteLineItem	vw_SYSPRO7_QuoteLineItem	'' / ''	1
Customer +	CommercientSF__ArCustomerPlus__c	CommercientSF__ExternalKey__c	32	vw_CustomerPlus	vw_SYSPRO7_ArCustomerPlus	CommercientSF__ / __c	1
PricebookEntry Custom Create	PricebookEntry	ExternalKey__c	33	vwProductPriceBook	vw_SYSPRO7_ProductPriceBookCreate	'' / ''	1
PricebookEntry Custom Update	PricebookEntry	ExternalKey__c	34	vwProductPriceBook	vw_SYSPRO7_ProductPriceBookUpdate	'' / ''	1
Standard Order	Order	ExternalKey__c	45	vw_SYSPRO7_Standard_Order_Header	vw_SYSPRO7_Standard_Order_Header	'' / ''	1
Standard_Order_Line	OrderItem	ExternalKey__c	46	vw_SYSPRO7_Standard_Order_Line	vw_SYSPRO7_Standard_Order_Line	'' / ''	1
Standard Order Update	Order	ExternalKey__c	47	vw_SYSPRO7_Standard_Order_Header	vw_SYSPRO7_Standard_Order_Header_Update	'' / ''	1
Standard_Order_Line_Update	OrderItem	ExternalKey__c	48	vw_SYSPRO7_Standard_Order_Line	vw_SYSPRO7_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 GET USER, PricebookEntry Standard Create, Product, Owner Cache — 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_SYSPRO7_Salesperson	insert + update	—	vw_SalesPerson:	—	SF_SYSPRO61_SalSalesperson
vw_SYSPRO7_Account	insert + update	vw_Account:	vw_SYSPRO_User:	—	SF_SYSPRO61_ArCustomer
vw_SYSPRO7_Account_Child	insert + update	vw_Account:	vw_SYSPRO_User:	—	SF_SYSPRO61_ArCustomer
vw_SYSPRO7_SalArea	insert + update	vw_SalArea:	—	CommercientSF__Areas__c	SF_SYSPRO61_SalArea
vw_SYSPRO7_SalBranch	insert + update	vw_SalBranch:	—	CommercientSF__Branch__c	SF_SYSPRO61_SalBranch
vw_SYSPRO7_Salesperson	insert + update	vw_SalesPerson:	—	—	SF_SYSPRO61_SalSalesperson
vw_SYSPRO7_ArTerms	insert + update	vw_ArTerms:	—	—	SF_SYSPRO61_TblArTerms
vw_SYSPRO7_CustomerClass	insert + update	vw_CustomerClass:	—	CommercientSF__Class__c	SF_SYSPRO61_TblCustomerClass
vw_SYSPRO7_Customer	insert + update	vw_Customer:	vw_Account:, vw_ArTerms:, vw_SalesPerson:, vw_CustomerClass:, vw_SalArea:, vw_SalBranch:	CommercientSF__ArCustomer_Code__c	SF_SYSPRO61_ArCustomer
vw_SYSPRO7_CustomerReverseLookup	insert + update	vw_CustomerToAccountLookup:	vw_Customer:	—	SF_SYSPRO61_ArCustomer
Call_vw_SYSPRO7_SorMasterRep	insert + update	vw_SorMasterRep:	vw_Account:, vw_Customer:, vw_SalesPerson:, vwSalesForceAccountExtract2BASA:, vwSalesForceArCustomerExtract:, vwSalBranch:	ExternalKey	vw_SYSPRO7_SorMasterRep, CommercientFlags, SF_SYSPRO61_SorMasterRep, SF_SYSPRO61_MdnMasterRep, SF_SYSPRO61_ArInvoice
Call_vw_SYSPRO7_SorDetailRep	insert + update	vw_SorDetailRep:	vw_SorMasterRep:, vw_Account:	ExternalKey	vw_SYSPRO7_SorDetailRep, CommercientFlags, SF_ERP_Salesforce_Clone_SorMasterRep, SF_ERP_Salesforce_Clone_MdnMasterRep, SF_ERP_Salesforce_Clone_ArInvoice
vw_SYSPRO7_SorDetailSerRep	insert + update	vw_SorDetailSerRep:	vw_SorMasterRep:, vw_Account:, vw_SorDetailRep:	—	SF_SYSPRO61_SorDetailSerRep, vw_SYSPRO7_SorMasterRep
vw_SYSPRO7_ArPermReprint	insert + update	vw_ArPermReprint:	vw_ArInvoice:, vw_Account:	ExternalKey	SF_SYSPRO61_ArPermReprint, SF_SYSPRO61_ArInvoice
vw_SYSPRO7_PriceBook2	insert-only	vwPriceBook2:	—	ExternalKey__c	SF_SYSPRO61_InvPrice
vw_SYSPRO7_Product	insert + update	vwProduct:	—	CommercientSF__ExternalKey__c	SF_SYSPRO61_InvMaster
vw_SYSPRO7_ProductPriceBook	insert-only	vwProductPriceBook:	vwProduct:, vwPriceBook2:	ExternalKey__c	SF_SYSPRO61_InvPrice
vw_SYSPRO7_ProductPriceBook_StandardUpdate	insert + update	vwProductPriceBook:	—	ExternalKey__c	SF_SYSPRO61_InvPrice
vw_SYSPRO7_InvMaster	insert + update	vw_InvMaster:	vwProduct:	ExternalKeys	SF_SYSPRO61_InvMaster
vw_SYSPRO7_InvWarehouse	insert + update	vw_InvWarehouse:	vwProduct:	ExternalKeys	SF_SYSPRO61_InvWarehouse, SF_SYSPRO61_InvMaster
vw_SYSPRO7_ProductReverseLookup	insert + update	vw_ProductReverseLookup:	vw_InvMaster:	—	SF_SYSPRO61_InvMaster
vw_SYSPRO7_ArMultipalAddress	insert + update	vw_ArMultipalAddress:	vw_Account:	ExternalKey	SF_SYSPRO61_ArMultAddress
vw_SYSPRO7_ArInvoice	insert + update	vw_ArInvoice:	vw_Account:, vw_Customer:, vw_ArTerms:, vw_SalesPerson:, vw_SalArea:, vw_SalBranch:	ExternalKey	SF_SYSPRO61_ArInvoice, SF_SYSPRO61_TblArTerms, CommercientFlags, SF_SYSPRO61_SorMasterRep
vw_SYSPRO7_ArInvoicePay	insert + update	vw_ArInvoicePay:	vw_ArInvoice:, vw_Account:	ExternalKey	SF_SYSPRO61_ArInvoicePay, SF_SYSPRO61_ArInvoice
vw_SYSPRO7_ArTrnDetail	insert + update	vw_ArTrnDetail:	vw_Account:, vw_Product:	ExternalKey	SF_SYSPRO61_ArTrnDetail
vw_SYSPRO7_ArSalesMove	insert + update	vw_ArSalesMove:	vw_Customer:, vw_ArInvoice:, vw_SorMasterRep:	ExternalKey	SF_SYSPRO61_ArSalesMove
vw_SYSPRO7_Opportunity	insert + update	vw_Opportunity:	vw_Account:	—	SF_SYSPRO61_QotMaster
vw_SYSPRO7_OpportunityLineItem	insert-only	vw_OpportunityLineItem:	vw_Opportunity:, vwProduct:, vwProductPriceBook:	—	SF_SYSPRO61_QotDetail
vw_SYSPRO7_Quote	insert + update	vw_Quote:	vw_Account:, vw_Opportunity:	ExternalKey__c	SF_SYSPRO61_QotMaster, SF_SYSPRO61_ArCustomer
vw_SYSPRO7_QuoteLineItem	insert + update	vw_QuoteLineItem:	vwProduct:, vw_Quote:, vwProductPriceBook:	ExternalKey__c	SF_SYSPRO61_QotDetail
vw_SYSPRO7_ProductPriceBookCreate	insert-only	vwProductPriceBook:	vwProduct:, vwPriceBook2:	ExternalKey__c	SF_SYSPRO61_InvPrice
vw_SYSPRO7_ProductPriceBookUpdate	insert + update	vwProductPriceBook:	vwProduct:, vwPriceBook2:	ExternalKey__c	SF_SYSPRO61_InvPrice
vw_SYSPRO7_Standard_Order_Header	insert + update	vw_SYSPRO7_Standard_Order_Header:	vw_Account:, vw_Contact:, vw_Opportunity:, vw_Quote:	—	vw_SYSPRO7_SorMasterRep, SF_SYSPRO61_ArCustomer, CommercientFlags
vw_SYSPRO7_Standard_Order_Line	insert + update	vw_SYSPRO7_Standard_Order_Line:	vw_SYSPRO7_Standard_Order_Header:, vwProduct:, vwProductPriceBook:, vw_QuoteLineItem:	ExternalKey__c	vw_SYSPRO7_SorDetailRep
vw_SYSPRO7_Standard_Order_Header_Update	insert + update	vw_SYSPRO7_Standard_Order_Header:	vw_Account:, vw_Contact:, vw_Opportunity:, vw_Quote:	—	vw_SYSPRO7_SorMasterRep, SF_SYSPRO61_ArCustomer
vw_SYSPRO7_Standard_Order_Line_Update	insert + update	vw_SYSPRO7_Standard_Order_Line:	vw_SYSPRO7_Standard_Order_Header:, vwProduct:, vwProductPriceBook:, vw_QuoteLineItem:	ExternalKey__c	vw_SYSPRO7_SorDetailRep

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

• 0 — GET USER, Owner Cache
• 1 — Account, Account Child
• 2 — Sal Area
• 3 — Sal Branch
• 4 — Sales Person
• 5 — Ar Terms
• 6 — Customer Class
• 7 — Customer
• 8 — Customer Reverse Lookup
• 10 — SorMasterRep
• 11 — SorDetailRep
• 12 — SorDetailSerRep
• 13 — Permanent Entry Invoices
• 14 — PriceBook2, Product
• 16 — PricebookEntry Standard Create
• 17 — PricebookEntry Standard Update
• 20 — Inventory Master
• 21 — Inventory Warehouse
• 22 — Product Revserse Lookup
• 23 — Ar Multipal Address
• 24 — Invoice Header
• 25 — Invoice Pay
• 26 — Ar Tran Details
• 27 — Sales Move
• 28 — Opportunity
• 29 — OpportunityLineItem
• 30 — Quote
• 31 — QuoteLineItem
• 32 — Customer +
• 33 — PricebookEntry Custom Create
• 34 — PricebookEntry Custom Update
• 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_SYSPRO7_ArSalesMove reads vw_Customer:, vw_ArInvoice:, vw_SorMasterRep:
• vw_SYSPRO7_Account reads vw_SYSPRO_User:
• vw_SYSPRO7_Account_Child reads vw_SYSPRO_User:
• vw_SYSPRO7_CustomerReverseLookup reads vw_Customer:
• vw_SYSPRO7_Opportunity reads vw_Account:
• vw_SYSPRO7_OpportunityLineItem reads vw_Opportunity:, vwProduct:, vwProductPriceBook:
• vw_SYSPRO7_Standard_Order_Header reads vw_Account:, vw_Contact:, vw_Opportunity:, vw_Quote:; no template in this set writes vw_Contact:
• vw_SYSPRO7_Standard_Order_Line reads vw_SYSPRO7_Standard_Order_Header:, vwProduct:, vwProductPriceBook:, vw_QuoteLineItem:
• vw_SYSPRO7_Standard_Order_Header_Update reads vw_Account:, vw_Contact:, vw_Opportunity:, vw_Quote:; no template in this set writes vw_Contact:
• vw_SYSPRO7_Standard_Order_Line_Update reads vw_SYSPRO7_Standard_Order_Header:, vwProduct:, vwProductPriceBook:, vw_QuoteLineItem:
• vw_SYSPRO7_Quote reads vw_Account:, vw_Opportunity:
• vw_SYSPRO7_QuoteLineItem reads vwProduct:, vw_Quote:, vwProductPriceBook:
• vw_SYSPRO7_Customer reads vw_Account:, vw_ArTerms:, vw_SalesPerson:, vw_CustomerClass:, vw_SalArea:, vw_SalBranch:
• vw_SYSPRO7_ArMultipalAddress reads vw_Account:
• vw_SYSPRO7_InvMaster reads vwProduct:
• vw_SYSPRO7_InvWarehouse reads vwProduct:
• vw_SYSPRO7_ArPermReprint reads vw_ArInvoice:, vw_Account:
• vw_SYSPRO7_ArInvoice reads vw_Account:, vw_Customer:, vw_ArTerms:, vw_SalesPerson:, vw_SalArea:, vw_SalBranch:
• vw_SYSPRO7_ArInvoicePay reads vw_ArInvoice:, vw_Account:
• vw_SYSPRO7_ArTrnDetail reads vw_Account:, vw_Product:; no template in this set writes vw_Product:
• vw_SYSPRO7_ProductPriceBook reads vwProduct:, vwPriceBook2:
• vw_SYSPRO7_ProductPriceBookCreate reads vwProduct:, vwPriceBook2:
• vw_SYSPRO7_ProductPriceBookUpdate reads vwProduct:, vwPriceBook2:
• vw_SYSPRO7_ProductReverseLookup reads vw_InvMaster:
• Call_vw_SYSPRO7_SorMasterRep reads vw_Account:, vw_Customer:, vw_SalesPerson:, vwSalesForceAccountExtract2BASA:, vwSalesForceArCustomerExtract:, vwSalBranch:; no template in this set writes vwSalesForceAccountExtract2BASA:, vwSalesForceArCustomerExtract:, vwSalBranch:, vwSalSalesPerson:
• Call_vw_SYSPRO7_SorDetailRep reads vw_SorMasterRep:, vw_Account:
• vw_SYSPRO7_SorDetailSerRep reads vw_SorMasterRep:, vw_Account:, vw_SorDetailRep:
• vw_SYSPRO7_Salesperson reads vw_SalesPerson:

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
Owner Cache	CommercientSF_SalSalesperson__c	29	Branch, Salesperson → CommercientSF__ExternalKey__c, Branch, Salesperson → Name, SalesBudget1 → SalesBudget1, SalesBudget2 → SalesBudget2, SalesBudget3 → SalesBudget3
Account	Account	14	Customer → CommercientSF__Commercient_ArCustomerCode__c, Name → Name, Telephone → Phone, SoldToAddr1, SoldToAddr2 → BillingStreet, SoldToAddr3 → BillingCity
Account Child	Account	15	Customer → CommercientSF__Commercient_ArCustomerCode__c, Name → Name, Telephone → Phone, SoldToAddr1, SoldToAddr2 → BillingStreet, SoldToAddr3 → BillingCity
Sal Area	CommercientSF__SalArea__c	6	Area → CommercientSF__Areas__c, Description → Name, Description → Description, TaxCode → TaxCode, ProvTaxFlag → ProvTaxFlag
Sal Branch	CommercientSF__SalBranch__c	29	Branch → CommercientSF__Branch__c, Description → Name, Description → Description, BranchAddr1 → BranchAddr1, BranchAddr2 → BranchAddr2
Sales Person	CommercientSF__SalSalesPerson__c	29	Branch, Salesperson → CommercientSF__ExternalKey__c, Branch, Salesperson → Name, SalesBudget1 → SalesBudget1, SalesBudget2 → SalesBudget2, SalesBudget3 → SalesBudget3
Ar Terms	CommercientSF__TblArTerms__c	14	TermsCode → CommercientSF__TermsCodes__c, Description → Description, DiscPct → DiscPct, DiscDays → DiscDays, DueDays → DueDays
Customer Class	CommercientSF__TblCustomerClass__c	3	Class → CommercientSF__Class__c, Description → Name, Description → Description
Customer	CommercientSF__ArCustomer__c	96	Customer → CommercientSF__ArCustomer_Code__c, Name → Name, Name → CommercientSF__Name__c, ShortName → ShortName, ExemptFinChg → ExemptFinChg
Customer Reverse Lookup	Account	2	Customer → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF__Syspro_Customer_Record__c
SorMasterRep	CommercientSF__SorMasterRep__c	60	ExternalKey → CommercientSF__ExternalKey__c, Name → Name, Account → Account, Syspro_Customer_Record → Syspro_Customer_Record__c, SalSalesperson → SalSalesperson__c
SorDetailRep	CommercientSF__SorDetailRep__c	98	Invoice, SalesOrder, SalesOrderLine → CommercientSF__ExternalKey__c, Invoice, SalesOrder, SalesOrderLine → Name, SFDCID → SorMasterRep, SFDCID → CommercientSF__Account__c, DiscPct1 → DiscPct1
SorDetailSerRep	CommercientSF__SorDetailSerRep__c	15	SalesOrder, SalesOrderLine, Lot → CommercientSF__ExternalKey__c, Invoice, SalesOrder → CommercientSF__SorMasterRep__c, Customer → Account, Invoice, SalesOrder, SalesOrderLine, Lot → CommercientSF__SorDetailRep__c, SalesOrder, SalesOrderLine, Lot → Name
Permanent Entry Invoices	CommercientSF__ArPermReprint__c	29	Customer, Invoice → CommercientSF__ExternalKey__c, Invoice → CommercientSF__ArInvoice__c, Customer → CommercientSF__Account__c, DocumentType → CommercientSF__DocumentType__c, InvoiceDate → CommercientSF__InvoiceDate__c
PriceBook2	PriceBook2	3	PriceCode → ExternalKey__c, PriceCode → Name, TimeStamp → TimeStamp
Product	Product2	7	StockCode → Name, StockCode → ProductCode, StockCode → CommercientSF__ExternalKey__c, StockCode → PGCODA__c, Description → Description
PricebookEntry Standard Create	PricebookEntry	6	StockCode,PriceCode → ExternalKey__c, SFDCID → Product2Id, SellingPrice → UnitPrice, SFDCID → Pricebook2Id, PriceCode → CurrencyIsoCode
PricebookEntry Standard Update	PricebookEntry	3	StockCode,PriceCode → ExternalKey__c, SellingPrice → UnitPrice, IsActive → IsActive
Inventory Master	CommercientSF__InvMaster__c	98	StockCode → Name, SFDCID → Product, StockCode → ExternalKeys, Description → Description, LongDesc → LongDesc
Inventory Warehouse	CommercientSF__InvWarehouse__c	96	StockCode,Warehouse → CommercientSF__ExternalKeys__c, StockCode,Warehouse → Name, StockCode → StockCode, Warehouse → Warehouse, DefaultBin → DefaultBin
Product Revserse Lookup	Product2	2	StockCode → CommercientSF__ExternalKey__c, SFDCID → CommercientSF__Syspro_Inventory_Master__c
Ar Multipal Address	CommercientSF__ArMultAddress__c	17	Customer, AddrCode → CommercientSF__ExternalKey__c, ShipToAddr1 → ShipToAddr1, ShipToAddr2 → ShipToAddr2, ShipToAddr3 → ShipToAddr3, ShipToAddr4 → ShipToAddr4
Invoice Header	CommercientSF__ArInvoice__c	47	Customer → CommercientSF__Account__c, SalesOrder → CommercientSF__SorMasterRep__c, Salesperson → CommercientSF__SalSalesperson__c, Branch → CommercientSF__SalBranch__c, Area → CommercientSF__SalArea__c
Invoice Pay	CommercientSF__ArInvoicePay__c	23	Customer, Invoice, DocumentType, EntryNumber → CommercientSF__ExternalKey__c, Customer, Invoice, DocumentType, EntryNumber → Name, Customer → Account, Invoice → ArInvoice, TrnType → TrnType
Ar Tran Details	CommercientSF__ArTrnDetail__c	82	DetailLine,Invoice,Register,SummaryLine,TrnMonth,TrnYear → CommercientSF__ExternalKey__c, DetailLine,Invoice,Register,SummaryLine,TrnMonth,TrnYear → Name, StockCode → CommercientSF__Product__c, Customer → CommercientSF__Account__c, Invoice → CommercientSF__Invoice__c
Sales Move	CommercientSF__ArSalesMove__c	30	Customer → CommercientSF__ArCustomer__c, Invoice → CommercientSF__ArInvoice__c, SalesOrder → CommercientSF__SorMasterRep__c, Customer, Register, SummaryLine, DetailLine → ExternalKey, Register, SummaryLine, DetailLine → Name
Opportunity	Opportunity	7	Quote → ExternalKey__c, QuoteDescription → Name, QuoteDescription → Description, QuoteStatus → StageName, DateDeliveryReq → CloseDate
OpportunityLineItem	OpportunityLineItem	6	Quote, Line → ExternalKey__c, Quantity → Quantity, MCusRetailPrice → UnitPrice, MDescription → Description, SFDCID → OpportunityId
Quote	Quote	17	Quote → ExternalKey__c, Quote → Name, TSO.SFDCID → OpportunityID, Status → Status, DateDeliveryReq → ExpirationDate
QuoteLineItem	QuoteLineItem	7	MStockCode → Product2ID, Quote → QuoteID, MQtyPer → Quantity, MLineShipDate → ServiceDate, MStockCode → PricebookEntryId
Customer +	CommercientSF__ArCustomerPlus__c	1	ExternalKey → CommercientSF__ExternalKey__c
PricebookEntry Custom Create	PricebookEntry	5	StockCode,PriceCode → ExternalKey__c, SFDCID → Product2Id, SellingPrice → UnitPrice, SFDCID → pricebook2id, IsActive → IsActive
PricebookEntry Custom Update	PricebookEntry	3	StockCode,PriceCode → ExternalKey__c, SellingPrice → UnitPrice, IsActive → IsActive
Standard Order	Order	22	InvoiceNumber, SalesOrder → ExternalKey__c, SFDCID → AccountId, Customer → AccountNumber, DeliveryNote → Description, InvoiceNumber, SalesOrder → Name
Standard_Order_Line	OrderItem	11	Invoice, SalesOrder, SalesOrderLine → ExternalKey__c, Invoice, SalesOrder → OrderId, StockCode → Product2Id, StockCode, PriceCode → PricebookEntryId, StockDescription → Description
Standard Order Update	Order	24	InvoiceNumber,SalesOrder → ExternalKey__c, SFDCID → AccountId, Customer → AccountNumber, DeliveryNote → Description, InvoiceNumber,SalesOrder → Name
Standard_Order_Line_Update	OrderItem	9	Invoice, SalesOrder, SalesOrderLine → ExternalKey__c, StockDescription → Description, CustRequestDate → EndDate, Price → ListPrice, OrderQty → Quantity

6. Community templates

The catalogue carries 47 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: 47
• Default operations: insert on 47, update on 47, delete on 47
• Marked circular-sync: 0
• Licence groups they span: 11
• Destination objects: PricebookEntry, Account, Product2, CommercientSF__ArCustomer__c, CommercientSF__InvMaster__c, CommercientSF__InvWarehouse__c, CommercientSF__ArMultAddress__c, CommercientSF__ArPermReprint__c, CommercientSF__ArSalesMove__c, CommercientSF__ArTrnDetail__c, CommercientSF__SalArea__c, CommercientSF__SalBranch__c, CommercientSF__SalSalesPerson__c, CommercientSF__SorDetailRep__c, CommercientSF__SorDetailSerRep__c, CommercientSF__SorMasterRep__c, CommercientSF__TblArTerms__c, CommercientSF__TblCustomerClass__c, CommercientSF_SalSalesperson__c, Opportunity, 5 more and 4 custom objects
• Object display names: PricebookEntry Standard Create, PricebookEntry Standard Update, Product, Account, Account Child, Ar Multipal Address, Ar Terms, Ar Tran Details, ArCustomer Update Only, Customer, Customer Balance, Customer Class, 24 more and 5 further templates
• Template groups: Product, Account, CRM Opportunity and Line, CRM Quote and Line, Customer Multi Ship Addresses, Invoice

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_SalArea
• vw_ArSalesMove
• vw_SYSPRO_User
• vw_Account
• vw_CustomerToAccountLookup
• vw_ArTerms
• vw_SalBranch
• vw_Opportunity
• vw_OpportunityLineItem
• vw_SYSPRO7_Standard_Order_Header
• vw_SYSPRO7_Standard_Order_Line
• vw_Quote
• vw_QuoteLineItem
• vw_CustomerClass
• vw_Customer
• vw_CustomerPlus
• vw_ArMultipalAddress
• vw_InvMaster
• vw_InvWarehouse
• vw_ArPermReprint
• vw_ArInvoice
• vw_ArInvoicePay
• vw_ArTrnDetail
• vwPriceBook2
• vwProductPriceBook
• vwProduct
• vw_ProductReverseLookup
• vw_SorMasterRep
• vw_SorDetailRep
• vw_SorDetailSerRep
• vw_Owner
• vw_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 SYSPRO 6 → 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.