Source ERP · 20 of 105
CRMPro → Salesforce — Epicor 11 Kinetic: what the shipped templates set up
This is the capability summary the dlake CLI repository publishes; whitelisted customers fetch the operational skill with "dlake admin get_skill dlake-crmpro-salesforce/erps/epicor-11-kinetic". It extends the dlake-crmpro-salesforce skill, which holds what is true whatever the source ERP. Both directions for this pair are summarised at /integrations/epicor-11-kinetic-salesforce/.
CRMPro → Salesforce — Epicor 11 Kinetic: what the shipped templates set up
This is a capability summary, not an operating guide. To receive the operational skill you must be a
registered, whitelisted Commercient customer. Whitelisted customers fetch it with
dlake admin get_skill dlake-crmpro-salesforce/erps/epicor-11-kinetic (or list_skills) against
the Commercient admin plane. Existing customers who need access or help: contact
support@commercient.com. New customers: contact sales@commercient.com to become a customer and be
whitelisted.
dlake-crmpro is the parent skill and the authority for everything general: the CRMPro tools, process configuration and field list, the sync history, how source data is selected, and what a run that finds nothing does. 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 grows as the catalogue does.
1. What the templates deliver
| Group | Business outcome | Objects | Source tables and views |
|---|---|---|---|
| Get User | The templates push User to Salesforce | User | — |
| Account | In addition to creating the Account record from your ERP customer records, Commercient syncs over the entire Accounting AR Customer record into a Commercient AR Customer object which is a Managed Custom Object (MCO) | Account, Contact, Commercient Epicor 10 Customer Managed Custom Object, Commercient Epicor 10 Sales Rep Managed Custom Object | customers, customer contacts, sales reps |
| 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 | Commercient Epicor 10 Ship To Managed Custom Object | shipping addresses, customers |
| Invoice | Both Open and Historical invoices are synchronized | Commercient Epicor 10 Invoice Header Managed Custom Object, Commercient Epicor 10 Invoice Detail Managed Custom Object | invoice headers, customers, invoice lines |
| Sales order | Commercient will sync the Sales Orders from the ERP Sales Order Entry module to the Commercient Sales Order Header (MCO) objects in CRM | Commercient Epicor 10 Sales Order Header Managed Custom Object, Commercient Epicor 10 Sales Order Detail Managed Custom Object | sales order headers, customers, sales order lines |
2. The process rows the templates create
Each template’s setup writes one process configuration row. These are the values it sets; a column the inserts never set is not listed.
| Display name | Destination object | Matching key | Run sequence |
|---|---|---|---|
| Epicor 10 Sales Person | Commercient Epicor 10 Sales Rep Managed Custom Object | Commercient external key (Epicor package) | 1 |
| Account | Account | Commercient AR customer code | 2 |
| Epicor 10 Customer | Commercient Epicor 10 Customer Managed Custom Object | Commercient external key (Epicor package) | 3 |
| Account Reverse Lookup | Account | Commercient AR customer code | 4 |
| Epicor 10 Shipping address | Commercient Epicor 10 Ship To Managed Custom Object | Commercient external key (Epicor package) | 5 |
| Contacts | Contact | External key (custom field) | 6 |
| Epicor 10 Sales Order Header | Commercient Epicor 10 Sales Order Header Managed Custom Object | Commercient external key (Epicor package) | 7 |
| Epicor 10 Sales Order Detail | Commercient Epicor 10 Sales Order Detail Managed Custom Object | Commercient external key (Epicor package) | 8 |
| Epicor 10 Invoice Header | Commercient Epicor 10 Invoice Header Managed Custom Object | Commercient external key (Epicor package) | 9 |
| Epicor 10 Invoice Detail | Commercient Epicor 10 Invoice Detail Managed Custom Object | Commercient external key (Epicor package) | 10 |
| Get User | User | Id | 19 |
Every one of these inserts the active setting as 0, so an imported process is inactive until an operator activates it.
3. The views
“Change detection” names which of the three kinds dlake-crmpro defines the view’s own filter makes it; where a view’s shape is not one of those three the column is left empty and the view’s own filter is the authority.
| View | Change detection | Source tables |
|---|---|---|
| salesperson feed | insert + update | sales reps |
| account feed | insert + update | customers |
| customer sync output | insert + update | customers |
| customer account lookup feed | insert only | customers |
| shipping address feed | insert + update | shipping addresses, customers |
| contact feed | insert only | customer contacts, customers |
| sales order feed | insert + update | sales order headers, customers |
| sales order line feed | insert + update | sales order lines |
| invoice feed (Commercient objects) | insert + update | invoice headers, customers |
| invoice line feed (Commercient objects) | insert + update | invoice lines |
4. Order of work
The templates set run sequence from 1 to 19. A run processes active rows in ascending run sequence, which is the order the templates put them in:
- 1 — Epicor 10 Sales Person
- 2 — Account
- 3 — Epicor 10 Customer
- 4 — Account Reverse Lookup
- 5 — Epicor 10 Shipping address
- 6 — Contacts
- 7 — Epicor 10 Sales Order Header
- 8 — Epicor 10 Sales Order Detail
- 9 — Epicor 10 Invoice Header
- 10 — Epicor 10 Invoice Detail
- 19 — Get User
These views read another process’s sync output, which is what makes the order a dependency order: the row appears in the view only once the process that writes that sync output has run, so a parent flows on one run and its children on the next.
- account feed reads user sync output, salesperson sync output
- customer account lookup feed reads customer sync output
- contact feed reads account sync output
- customer sync output reads account sync output, salesperson sync output
- shipping address feed reads account sync output, customer sync output, salesperson sync output
- invoice feed (Commercient objects) reads account sync output, customer sync output, salesperson sync output
- invoice line feed (Commercient objects) reads invoice sync output (Commercient objects)
- sales order feed reads account sync output, customer sync output, salesperson sync output
- sales order line feed reads sales order sync output
5. Field mapping
Each template carries its intended mapping in field mapping.
| Template | Object | Mapped fields | First ERP → Salesforce pairs |
|---|---|---|---|
| Epicor 10 Sales Person | Commercient Epicor 10 Sales Rep Managed Custom Object | 49 | Address 1 → Commercient address line 1, Address 2 → Commercient address line 2, Address 3 → Commercient address line 3, Alert flag → Commercient alert flag, Cell phone number → Commercient cell phone number |
| Account | Account | 12 | Commercient AR customer code column → Commercient AR customer code, Phone → Phone, Billing street → Billing street, Billing city → Billing city, Billing state → Billing state |
| Epicor 10 Customer | Commercient Epicor 10 Customer Managed Custom Object | 128 | Branch identifier → Branch identifier (custom field), Customer pricing schema → Customer pricing schema (custom field), →, VAT status code → VAT status code (custom field), Bill to province code → Bill to province code (custom field) |
| Account Reverse Lookup | Account | 2 | Commercient AR customer code column → Commercient AR customer code, Commercient Epicor 10 customer master (related record) → Commercient Epicor 10 customer master (related record) |
| Epicor 10 Shipping address | Commercient Epicor 10 Ship To Managed Custom Object | 93 | Additional handling flag → Commercient additional handling flag, Address 1 → Commercient address line 1, Address 2 → Commercient address line 2, Address 3 → Commercient address line 3, Address valid flag → Commercient address valid flag |
| Contacts | Contact | 12 | account lookup → account lookup, Family name → Family name, Given name → Given name, Phone → Phone, Fax → Fax |
| Epicor 10 Sales Order Header | Commercient Epicor 10 Sales Order Header Managed Custom Object | 96 | Apply charges → Commercient apply charges, AR letter of credit identifier → Commercient letter of credit identifier, Bill to contact number → Commercient bill to contact number, Bill to customer number → Commercient bill to customer number, Cancel after date → Commercient cancel after date |
| Epicor 10 Sales Order Detail | Commercient Epicor 10 Sales Order Detail Managed Custom Object | 92 | Advance billing balance → Commercient advance billing balance, Base part number → Commercient base part number, Base revision number → Commercient base revision number, Break list code → Commercient price break list code, Change date → Commercient change date |
| Epicor 10 Invoice Header | Commercient Epicor 10 Invoice Header Managed Custom Object | 85 | Legal number → Commercient legal number, Apply date → Commercient apply date, Billing contact number → Commercient billing contact number, Branch → Commercient branch identifier, Credit card street address → Commercient credit card street address |
| Epicor 10 Invoice Detail | Commercient Epicor 10 Invoice Detail Managed Custom Object | 84 | →, Advance billing credit → Commercient advance billing credit, Advance billing gain or loss → Commercient advance billing gain or loss, Asset number → Commercient asset number, Bill to customer number → Commercient bill to customer number |
6. Community templates
The catalogue carries 41 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: 41
- Default operations: insert on 41, update on 41, delete on 41
- Marked as circular sync: 0
- Licence groups they span: 12
- Destination objects: Account, Product, Contact, Price book entry, Commercient Epicor 10 Customer Managed Custom Object, Commercient Epicor 10 Invoice Detail Managed Custom Object, Commercient Epicor 10 Invoice Header Managed Custom Object, Commercient Epicor 10 Item Master Managed Custom Object, Commercient Epicor 10 Item Warehouse Managed Custom Object, Commercient Epicor 10 Sales Order Detail Managed Custom Object, Commercient Epicor 10 Sales Order Header Managed Custom Object, Commercient Epicor 10 Sales Rep Managed Custom Object, Commercient Epicor 10 Ship To Managed Custom Object, Commercient Epicor 10 Quote Detail Managed Custom Object, Commercient Epicor 10 Quote Header Managed Custom Object, Price book object, Quote, Quote line item, User
- Object display names: Account, Account Reverse Lookup, Contacts, Product, Product Reverse Lookup, Update Standard Pricebook, Create Custom Pricebook, Create Pricebook, Create Standard Pricebook, Create Standard Price Book, Customer Contacts, Epicor 10 Customer and 23 more
- Template groups: Product, Account, Invoice, Sales order, CRM Quote and Line, Customer Multi Ship Addresses, Opportunity
7. Verifying
The detail of this section is part of the operational skill. Whitelisted customers fetch it with
dlake admin get_skill dlake-crmpro-salesforce/erps/epicor-11-kinetic.
8. Where this sits
dlake-crmpro is the general operating surface — the CRMPro tools, the setup and transaction tables, field mapping, and the source view contract that applies to every destination. This page adds what the shipped Epicor 11 Kinetic → 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 source data, 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.
How to get started
- Already a customer: the operational skill tells you how to connect, choose what to sync and run it.
Fetch it with
dlake admin get_skill dlake-crmpro-salesforce/erps/epicor-11-kinetic, or ask support@commercient.com. - New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.
