CRMPro → Salesforce — Epicor Prophet 21 (P21): what the shipped templates set up

CRMPro → Salesforce — Epicor Prophet 21 (P21): 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/epicor-prophet-21-p21.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Epicor Prophet 21 (P21) → 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
Shipto	ERP CUSTOMER, SHIP_TO data becomes CommercientSF10__EPICOREP21_ShipToAddress__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOREP21_ShipToAddress__c	SF_ERP_Salesforce_Clone_Ship_to, SF_ERP_Salesforce_Clone_Customer
Inv_Master	The templates push CommercientSF10__EPICOREP21_InvMaster__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOREP21_InvMaster__c	SF_ERP_Salesforce_Clone_inv_mast
Product	ERP INV_MAST data becomes product2 in Salesforce. New records are created and existing ones updated; none are deleted.	product2	SF_ERP_Salesforce_Clone_inv_mast
Warehouse	ERP INV_LOC, INV_MAST, LOCATION data becomes CommercientSF10__EPICOREP21_Warehouse__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOREP21_Warehouse__c	SF_ERP_Salesforce_Clone_inv_loc, SF_ERP_Salesforce_Clone_inv_mast, SF_ERP_Salesforce_Clone_location, CommercientFlags
ProductItem Reverselookup	ERP INV_MAST data becomes CommercientSF10__EPICOREP21_InvMaster__c in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOREP21_InvMaster__c	SF_ERP_Salesforce_Clone_inv_mast
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, CommercientSF10__EPICOREP21_Term__c, Contact, CommercientSF10__EPICOREP21_Customer__c, CommercientSF10__EPICOREP21_SalesPerson__c	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to, SF_ERP_Salesforce_Clone_terms, SF_ERP_Salesforce_Clone_contacts, CommercientFlags
CRM Opportunity and Line	ERP OE_HDR, QUOTE_HDR, INV_MAST data becomes Opportunity, OpportunityLineItem in Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, OpportunityLineItem	SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_quote_line, SF_ERP_Salesforce_Clone_inv_mast
CRM Order and Line	ERP ADDRESS, OE_HDR, QUOTE_HDR data becomes Order, OrderItem in Salesforce. New records are created and existing ones updated; none are deleted.	Order, OrderItem	SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_quote_hdr, CommercientFlags, SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_inv_mast
CRM Quote and Line	ERP ADDRESS, OE_HDR, QUOTE_HDR data becomes Quote, QuoteLineItem in Salesforce. New records are created and existing ones updated; none are deleted.	Quote, QuoteLineItem	SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_quote_line, SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_inv_mast
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.	CommercientSF10__EPICOREP21_InvoiceHeader__c	SF_ERP_Salesforce_Clone_invoice_hdr, 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.	CommercientSF10__EPICOREP21_InvoiceLine__c	SF_ERP_Salesforce_Clone_invoice_line, CommercientFlags
Pricebook	ERP INV_MAST data becomes PriceBook2, PricebookEntry, PriceBookEntry in Salesforce. New records are created and existing ones updated; none are deleted.	PriceBook2, PricebookEntry, PriceBookEntry	SF_ERP_Salesforce_Clone_inv_mast
Salesorder	The templates push CommercientSF10__EPICOREP21_SalesOrderDetail__c, CommercientSF10__EPICOREP21_SalesOrderHeader__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF10__EPICOREP21_SalesOrderDetail__c, CommercientSF10__EPICOREP21_SalesOrderHeader__c	SF_ERP_Salesforce_Clone_oe_line, CommercientFlags, SF_ERP_Salesforce_Clone_oe_hdr

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
Termscode	CommercientSF10__EPICOREP21_Term__c	CommercientSF10__ExternalKey__c	1	vwTerms	vw_EPICORP21_Terms	CommercientSF10__ / __c	1
SalesPerson	CommercientSF10__EPICOREP21_SalesPerson__c	CommercientSF10__ExternalKey__c	2	vw_EPICORP21_SalesPerson	vw_EPICORP21_SalesPerson	CommercientSF10__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	3	vw_EPICORP21_CRM_Account	vw_EPICORP21_CRM_Account	'' / ''	1
Customer	CommercientSF10__EPICOREP21_Customer__c	CommercientSF10__ExternalKey__c	4	vw_EPICORP21_Customer	vw_EPICORP21_Customer	CommercientSF10__ / __c	1
Shipto	CommercientSF10__EPICOREP21_ShipToAddress__c	CommercientSF10__ExternalKey__c	5	vw_EPICORP21_ShipToAddress	vw_EPICORP21_ShipToAddress	CommercientSF10__ / __c	1
OrderHeader	CommercientSF10__EPICOREP21_SalesOrderHeader__c	CommercientSF10__ExternalKey__c	6	vw_EPICORP21_SalesOrderHeader	vw_EPICORP21_SalesOrderHeader	CommercientSF10__ / __c	1
OrderLine	CommercientSF10__EPICOREP21_SalesOrderDetail__c	CommercientSF10__ExternalKey__c	7	vw_EPICORP21_SalesOrderDetail	vw_EPICORP21_SalesOrderDetail	CommercientSF10__ / __c	1
InvoiceHeader	CommercientSF10__EPICOREP21_InvoiceHeader__c	CommercientSF10__ExternalKey__c	8	vw_EPICORP21_InvoiceHeader	vw_EPICORP21_InvoiceHeader	CommercientSF10__ / __c	1
InvoiceLine	CommercientSF10__EPICOREP21_InvoiceLine__c	CommercientSF10__ExternalKey__c	9	vw_EPICORP21_InvoiceLine	vw_EPICORP21_InvoiceLine	CommercientSF10__ / __c	1
Customer Reverse Lookup Account	Account	CommercientSF__Commercient_ArCustomerCode__c	10	vw_EPICORP21_CustomerToAccountLookup	vw_EPICORP21_CustomerToAccountLookup	'' / ''	1
Inv_Master	CommercientSF10__EPICOREP21_InvMaster__c	CommercientSF10__ExternalKey__c	11	vwinv_mast	vw_EPICORP21_inv_mast	CommercientSF10__ / __c	1
Product	product2	CommercientSF__ExternalKey__c	12	vw_Product	vw_EPICORP21_Product	'' / ''	1
Warehouse	CommercientSF10__EPICOREP21_Warehouse__c	CommercientSF10__ExternalKey__c	13	vwWarehouse	vw_EPICORP21_Warehouse	CommercientSF10__ / __c	1
PriceBook2	PriceBook2	ExternalKey__c	14	vwPriceBook2	vw_EPICORP21_PriceBook2	'' / ''	1
Create Standard PriceBook	PricebookEntry	ExternalKey__C	15	vw_StandardProductPriceBook	vw_EPICORP21_ProductStandardPricebookCreate	'' / ''	1
Update Standard Pricebook	PriceBookEntry	ExternalKey__C	16	vw_StandardProductPriceBook	vw_EPICORP21_ProductStandardPricebookUpdate	'' / ''	1
Custom Pricebook Create	PriceBookEntry	ExternalKey__c	17	vw_ProductPriceBook	vw_EPICORP21_ProductPriceBookCreate	'' / ''	1
Custom Pricebook Update	PriceBookEntry	ExternalKey__c	18	vw_ProductPriceBook	vw_EPICORP21_ProductPriceBookUpdate	'' / ''	1
ProductItem Reverselookup	CommercientSF10__EPICOREP21_InvMaster__c	CommercientSF10__ExternalKey__c	19	vw_EPICORP21_ProductItemReverseLookup	vw_EPICORP21_ProductItemReverseLookup	NULL / NULL	1
Opportunity	Opportunity	ExternalKey__c	19	vwOpportunity	vw_EPICORP21_Opportunity	'' / ''	—
Contacts	Contact	ExternalKey__c	20	vw_EPICORP21_Contact	vw_EPICORP21_Contact	'' / ''	1
Opportunity LineItem	OpportunityLineItem	ExternalKey__c	20	vwOpportunityLineItem	vw_EPICORP21_OpportunityLineItem	'' / ''	—
Quote	Quote	ExternalKey__c	22	vwSFQuote	vw_EPICORP21_Quote	'' / ''	—
Quote Line	QuoteLineItem	ExternalKey__c	23	vwSFQuoteLine	vw_EPICORP21_QuoteLineItem	'' / ''	—
Standard Order	Order	ExternalKey__c	2510	vw_EPICORP21_Standard_Order_Header	vw_EPICORP21_Standard_Order_Header	'' / ''	1
Standard_Order_Line	OrderItem	ExternalKey__c	2610	vw_EPICORP21_Standard_Order_Line	vw_EPICORP21_Standard_Order_Line	'' / ''	1
Standard Order Update	Order	ExternalKey__c	2710	vw_EPICORP21_Standard_Order_Header	vw_EPICORP21_Standard_Order_Header_Update	'' / ''	1
Standard_Order_Line_Update	OrderItem	ExternalKey__c	2810	vw_EPICORP21_Standard_Order_Line	vw_EPICORP21_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, IsAccountMatching '', 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 ProductItem Reverselookup, PriceBook2, Create Standard PriceBook — those rows read records back from Salesforce as well as pushing. On OrderLine, OrderHeader the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_EPICORP21_SalesOrderDetail against vw_EPICOREP21_SalesOrderDetail; vw_EPICORP21_SalesOrderHeader against vw_EPICOREP21_SalesOrderHeader), so check the view exists under the name the row selects from before activating it.

3. The views

Each template creates its view with CreateViewQuery, in the gateway dbo schema. “Change detection” names which of the three kinds dlake-crmpro defines the view’s own WHERE makes it; where a view’s shape is not one of those three the column is left empty and the view’s own WHERE is the authority.

View	Change detection	Repository key	Reads other prefixes	Identity column	Source tables
vw_EPICORP21_Terms	insert + update	vwTerms:	—	ExternalKey	SF_ERP_Salesforce_Clone_terms
vw_EPICORP21_SalesPerson	insert + update	vw_EPICORP21_SalesPerson:	—	ExternalKey	SF_ERP_Salesforce_Clone_customer_salesrep
vw_EPICORP21_CRM_Account	insert + update	vw_EPICORP21_CRM_Account:	—	—	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_Ship_to
vw_EPICORP21_Customer	insert + update	vw_EPICORP21_Customer:	vw_EPICORP21_CRM_Account:, vw_EPICORP21_SalesPerson:, vwTerms:	ExternalKey	SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_terms, CommercientFlags
vw_EPICORP21_ShipToAddress	insert + update	vw_EPICORP21_ShipToAddress:	vw_EPICORP21_CRM_Account:, vw_EPICORP21_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_Ship_to, SF_ERP_Salesforce_Clone_Customer
vw_EPICOREP21_SalesOrderHeader	insert-only	—	vw_EPICORP21_CRM_Account:, vw_EPICORP21_Customer:, vwSalesPerson:, vwTerms:, vw_EPICOREP21_SalesOrderHeader:	ExternalKey	SF_ERP_Salesforce_Clone_oe_hdr, CommercientFlags
vw_EPICOREP21_SalesOrderDetail	insert-only	—	vw_EPICORP21_SalesOrderHeader:, vw_EPICOREP21_SalesOrderDetail:	ExternalKey	SF_ERP_Salesforce_Clone_oe_line, CommercientFlags
vw_EPICORP21_InvoiceHeader	insert + update	vw_EPICORP21_InvoiceHeader:	vw_EPICORP21_CRM_Account:, vw_EPICORP21_Customer:, vw_EPICORP21_SalesOrderHeader:, vw_EPICORP21_SalesPerson:, vwTerms:	ExternalKey	SF_ERP_Salesforce_Clone_invoice_hdr, CommercientFlags
vw_EPICORP21_InvoiceLine	insert + update	vw_EPICORP21_InvoiceLine:	vw_EPICORP21_InvoiceHeader:	ExternalKey	SF_ERP_Salesforce_Clone_invoice_line, CommercientFlags
vw_EPICORP21_CustomerToAccountLookup	insert + update	vw_EPICORP21_CustomerToAccountLookup:	vw_EPICORP21_Customer:	—	SF_ERP_Salesforce_Clone_Customer
vw_EPICORP21_inv_mast	insert + update	vwinv_mast:	—	ExternalKey	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Product	insert + update	vw_Product:	vwinv_mast:	—	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Warehouse	insert + update	vwWarehouse:	vwinv_mast:, vw_Product:	ExternalKey	SF_ERP_Salesforce_Clone_inv_loc, SF_ERP_Salesforce_Clone_inv_mast, SF_ERP_Salesforce_Clone_location, CommercientFlags
vw_EPICORP21_PriceBook2		vwPriceBook2:	—	ExternalKey__c	—
vw_EPICORP21_ProductStandardPricebookCreate	insert-only	vw_StandardProductPriceBook:	vw_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_ProductStandardPricebookUpdate	insert + update	vw_StandardProductPriceBook:	vw_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_ProductPriceBookCreate	insert-only	vw_ProductPriceBook:	vw_Product:, vwPriceBook2:, Price3:	ExternalKey__c	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_ProductPriceBookUpdate	insert + update	vw_ProductPriceBook:	vw_Product:, vwPriceBook2:, Price3:	ExternalKey__c	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_ProductItemReverseLookup	insert + update	vw_EPICORP21_ProductItemReverseLookup:	vw_Product:, vwinv_mast:	—	SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Opportunity	insert + update	vwOpportunity:	vw_Account:	ExternalKey__c	SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_oe_hdr
vw_EPICORP21_Contact	insert-only	—	vw_EPICORP21_CRM_Account:	ExternalKey__c	SF_ERP_Salesforce_Clone_contacts, SF_ERP_Salesforce_Clone_Customer, SF_ERP_Salesforce_Clone_Address
vw_EPICORP21_OpportunityLineItem	insert + update	vwOpportunityLineItem:	vw_Product:, vwOpportunity:	ExternalKey	SF_ERP_Salesforce_Clone_quote_line, SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Quote	insert-only	vwSFQuote:	vw_Account:, vwOpportunity:	ExternalKey	SF_ERP_Salesforce_Clone_quote_hdr, SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address
vw_EPICORP21_QuoteLineItem	insert + update	vwSFQuoteLine:	vwSFQuote:, vw_Product:	ExternalKey__c	SF_ERP_Salesforce_Clone_quote_line, SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Standard_Order_Header	insert + update	vw_EPICORP21_Standard_Order_Header:	vw_Account:, vw_Contact:, vwOpportunity:, vwSFQuote:	—	SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_quote_hdr, CommercientFlags
vw_EPICORP21_Standard_Order_Line	insert + update	vw_EPICORP21_Standard_Order_Line:	vw_EPICORP21_Standard_Order_Header:, vw_Product:, vw_StandardProductPriceBook:, vwSFQuoteLine:	ExternalKey__c	SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_inv_mast
vw_EPICORP21_Standard_Order_Header_Update	insert + update	vw_EPICORP21_Standard_Order_Header:	vw_Account:, vw_Contact:, vwOpportunity:, vwSFQuote:	—	SF_ERP_Salesforce_Clone_oe_hdr, SF_ERP_Salesforce_Clone_Address, SF_ERP_Salesforce_Clone_quote_hdr, CommercientFlags
vw_EPICORP21_Standard_Order_Line_Update	insert + update	vw_EPICORP21_Standard_Order_Line:	vw_EPICORP21_Standard_Order_Header:, vw_Product:, vw_StandardProductPriceBook:, vwSFQuoteLine:	ExternalKey__c	SF_ERP_Salesforce_Clone_oe_line, SF_ERP_Salesforce_Clone_inv_mast

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 1 to 2810. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

• 1 — Termscode
• 2 — SalesPerson
• 3 — Account
• 4 — Customer
• 5 — Shipto
• 6 — OrderHeader
• 7 — OrderLine
• 8 — InvoiceHeader
• 9 — InvoiceLine
• 10 — Customer Reverse Lookup Account
• 11 — Inv_Master
• 12 — Product
• 13 — Warehouse
• 14 — PriceBook2
• 15 — Create Standard PriceBook
• 16 — Update Standard Pricebook
• 17 — Custom Pricebook Create
• 18 — Custom Pricebook Update
• 19 — ProductItem Reverselookup, Opportunity
• 20 — Contacts, Opportunity LineItem
• 22 — Quote
• 23 — Quote Line
• 2510 — Standard Order
• 2610 — Standard_Order_Line
• 2710 — Standard Order Update
• 2810 — 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_EPICORP21_ShipToAddress reads vw_EPICORP21_CRM_Account:, vw_EPICORP21_Customer:
• vw_EPICORP21_Product reads vwinv_mast:
• vw_EPICORP21_Warehouse reads vwinv_mast:, vw_Product:
• vw_EPICORP21_ProductItemReverseLookup reads vw_Product:, vwinv_mast:
• vw_EPICORP21_CustomerToAccountLookup reads vw_EPICORP21_Customer:
• vw_EPICORP21_Contact reads vw_EPICORP21_CRM_Account:
• vw_EPICORP21_Opportunity reads vw_Account:; no template in this set writes vw_Account:
• vw_EPICORP21_OpportunityLineItem reads vw_Product:, vwOpportunity:
• vw_EPICORP21_Standard_Order_Header reads vw_Account:, vw_Contact:, vwOpportunity:, vwSFQuote:; no template in this set writes vw_Account:, vw_Contact:
• vw_EPICORP21_Standard_Order_Line reads vw_EPICORP21_Standard_Order_Header:, vw_Product:, vw_StandardProductPriceBook:, vwSFQuoteLine:
• vw_EPICORP21_Standard_Order_Header_Update reads vw_Account:, vw_Contact:, vwOpportunity:, vwSFQuote:; no template in this set writes vw_Account:, vw_Contact:
• vw_EPICORP21_Standard_Order_Line_Update reads vw_EPICORP21_Standard_Order_Header:, vw_Product:, vw_StandardProductPriceBook:, vwSFQuoteLine:
• vw_EPICORP21_Quote reads vw_Account:, vwOpportunity:; no template in this set writes vw_Account:
• vw_EPICORP21_QuoteLineItem reads vwSFQuote:, vw_Product:
• vw_EPICORP21_Customer reads vw_EPICORP21_CRM_Account:, vw_EPICORP21_SalesPerson:, vwTerms:
• vw_EPICORP21_InvoiceHeader reads vw_EPICORP21_CRM_Account:, vw_EPICORP21_Customer:, vw_EPICORP21_SalesOrderHeader:, vw_EPICORP21_SalesPerson:, vwTerms:
• vw_EPICORP21_InvoiceLine reads vw_EPICORP21_InvoiceHeader:
• vw_EPICORP21_ProductStandardPricebookCreate reads vw_Product:
• vw_EPICORP21_ProductStandardPricebookUpdate reads vw_Product:
• vw_EPICORP21_ProductPriceBookCreate reads vw_Product:, vwPriceBook2:, Price3:; no template in this set writes Price3:
• vw_EPICORP21_ProductPriceBookUpdate reads vw_Product:, vwPriceBook2:, Price3:; no template in this set writes Price3:
• vw_EPICOREP21_SalesOrderDetail reads vw_EPICORP21_SalesOrderHeader:, vw_EPICOREP21_SalesOrderDetail:; no template in this set writes vw_EPICOREP21_SalesOrderDetail:
• vw_EPICOREP21_SalesOrderHeader reads vw_EPICORP21_CRM_Account:, vw_EPICORP21_Customer:, vwSalesPerson:, vwTerms:, vw_EPICOREP21_SalesOrderHeader:; no template in this set writes vwSalesPerson:, vw_EPICOREP21_SalesOrderHeader:

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
Termscode	CommercientSF10__EPICOREP21_Term__c	28	terms_id → CommercientSF10__ExternalKey__c, terms_id → Name, billing_cycle_cutoff_day → CommercientSF10__billing_cycle_cutoff_day__c, cash_discount_eligible_flag → CommercientSF10__cash_discount_eligible_flag__c, creditcard_required_flag → CommercientSF10__creditcard_required_flag__c
SalesPerson	CommercientSF10__EPICOREP21_SalesPerson__c	13	company_id, customer_salesrep_uid → CommercientSF10__ExternalKey__c, company_id, customer_salesrep_uid → Name, commission_percentage → CommercientSF10__commission_percentage__c, company_id → CommercientSF10__company_id__c, created_by → CommercientSF10__created_by__c
Account	Account	15	company_id,customer_id → CommercientSF__Commercient_ArCustomerCode__c, customer_name → Name, central_phone_number → Phone, central_fax_number → Fax, mail_address1,mail_address2,mail_address3 → BillingStreet
Customer	CommercientSF10__EPICOREP21_Customer__c	96	company_id,customer_id → CommercientSF10__ExternalKey__c, company_id,customer_name → Name, accept_partial_orders → accept_partial_orders, allow_advance_billing → allow_advance_billing, allowed_account_no → allowed_account_no
Shipto	CommercientSF10__EPICOREP21_ShipToAddress__c	91	company_id, ship_to_id → CommercientSF10__ExternalKey__c, customer_name → Name, acceptable_wait_time → acceptable_wait_time, accept_partial_orders → accept_partial_orders, alt_tax_rate_eligible_flag → alt_tax_rate_eligible_flag
OrderHeader	CommercientSF10__EPICOREP21_SalesOrderHeader__c	87	company_id, order_no → CommercientSF10__ExternalKey__c, company_id, order_no → Name, address_id → address_id, approved → approved, architect_id → architect_id
OrderLine	CommercientSF10__EPICOREP21_SalesOrderDetail__c	97	company_no, line_no, order_no → CommercientSF10__ExternalKey__c, company_no, line_no, order_no → Name, allocate_usage_to_original_item → allocate_usage_to_original_item, assembly → assembly, base_ut_price → base_ut_price
InvoiceHeader	CommercientSF10__EPICOREP21_InvoiceHeader__c	96	company_no,invoice_no → CommercientSF10__ExternalKey__c, company_no,invoice_no → Name, allowed → allowed, amount_paid → amount_paid, approved → approved
InvoiceLine	CommercientSF10__EPICOREP21_InvoiceLine__c	79	company_id,invoice_no,line_no → CommercientSF10__ExternalKey__c, company_id,invoice_no,line_no → Name, admin_fee → admin_fee, budget_cd → budget_cd, buyer → buyer
Customer Reverse Lookup Account	Account	2	company_id, customer_id → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF10__Customer__c
Inv_Master	CommercientSF10__EPICOREP21_InvMaster__c	91	inv_mast_uid,item_id → CommercientSF10__ExternalKey__c, inv_mast_uid,item_id → Name, attribute_group_uid → attribute_group_uid, avail_for_sch_delivery_flag → avail_for_sch_delivery_flag, base_unit → base_unit
Product	product2	6	inv_mast_uid, item_id → CommercientSF__ExternalKey__c, item_id, item_desc → Name, inactive → IsActive, item_id → ProductCode, item_desc → Description
Warehouse	CommercientSF10__EPICOREP21_Warehouse__c	93	company_id, inv_mast_uid, location_id → CommercientSF10__ExternalKey__c, location_name, location_id → Name, allow_ds_discontinued_items → allow_ds_discontinued_items, allow_sp_discontinued_items → allow_sp_discontinued_items, alt_tax_group_id → alt_tax_group_id
PriceBook2	PriceBook2	3	ExternalKey__c → ExternalKey__c, Name → Name, TimeStamp → TimeStamp
Create Standard PriceBook	PricebookEntry	6	SFDCID → Product2ID, SFDCID → Pricebook2ID, IsActive → IsActive, UnitPrice → UnitPrice, inv_mast_uid, item_id → ExternalKey__c
Update Standard Pricebook	PriceBookEntry	4	IsActive → IsActive, UnitPrice → UnitPrice, inv_mast_uid, item_id → ExternalKey__c, fulltext_timestamp → TimeStamp
Custom Pricebook Create	PriceBookEntry	6	SFDCID → Product2ID, SFDCID → Pricebook2ID, IsActive → IsActive, price3 → UnitPrice, inv_mast_uid, item_id → ExternalKey__c
Custom Pricebook Update	PriceBookEntry	4	price3 → IsActive, price3 → UnitPrice, inv_mast_uid, item_id → ExternalKey__c, fulltext_timestamp → TimeStamp
ProductItem Reverselookup	CommercientSF10__EPICOREP21_InvMaster__c	2	inv_mast_uid, item_id → CommercientSF10__ExternalKey__c, SFDCID → CommercientSF10__Product__c
Opportunity	Opportunity	6	quote_hdr_uid → ExternalKey__c, company_id, customer_id, address_id → AccountID, quote_hdr_uid → Name, expiration_date → CloseDate
Contacts	Contact	11	id, address_id → ExternalKey__c, SFDCID → AccountID, id → P21_Contact_ID__c, first_name → FirstName, last_name → LastName
Opportunity LineItem	OpportunityLineItem	6	SFDCID → Product2Id, SFDCID → OpportunityId, SFDCID → PricebookEntryId, quote_line_uid → ExternalKey, price1 → UnitPrice
Quote	Quote	21	order_no → ExternalKey__c, order_no → Name, SFDCID → OpportunityId, SFDCID → AccountId, Pricebook2Id → Pricebook2Id
Quote Line	QuoteLineItem	6	order_no, line_no → ExternalKey__c, inv_mast_uid, item_id → Product2ID, qty_ordered → Quantity, unit_price → UnitPrice, inv_mast_uid, item_id → PricebookEntryId
Standard Order	Order	28	company_id, order_no → ExternalKey__c, customer_id → AccountId, contact_id → BillToContactId, contact_id → ShipToContactId, oe_hdr_uid → OpportunityId
Standard_Order_Line	OrderItem	12	company_no, line_no, order_no → ExternalKey__c, order_no → OrderId, inv_mast_uid, item_id → Product2Id, inv_mast_uid, item_id → PricebookEntryId, order_no, line_no → QuoteLineItemId
Standard Order Update	Order	26	company_id, order_no → ExternalKey__c, customer_id → AccountId, contact_id → BillToContactId, contact_id → ShipToContactId, quote_hdr_uid → OpportunityId
Standard_Order_Line_Update	OrderItem	10	company_no, line_no, order_no → ExternalKey__c, order_no → OrderId, order_no, line_no → QuoteLineItemId, extended_desc → Description, required_date → EndDate

6. Community templates

The catalogue carries 637 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: 637
• Default operations: insert on 637, update on 637, delete on 637
• Marked circular-sync: 4
• Licence groups they span: 17
• Destination objects: Account, CommercientSF10__EPICOREP21_InvMaster__c, PriceBookEntry, CommercientSF10__EPICOREP21_Customer__c, Contact, CommercientSF10__EPICOREP21_SalesOrderHeader__c, CommercientSF10__EPICOREP21_ShipToAddress__c, CommercientSF10__EPICOREP21_InvoiceHeader__c, CommercientSF10__EPICOREP21_InvoiceLine__c, product2, CommercientSF10__EPICOREP21_SalesOrderDetail__c, CommercientSF10__EPICOREP21_Term__c, CommercientSF10__EPICOREP21_SalesPerson__c, OrderItem, User, Opportunity, PricebookEntry, CommercientSF10__EPICOREP21_Warehouse__c, OpportunityLineItem, CommercientSF10__EPICOREP21_Address__c, 39 more and 19 custom objects
• Object display names: Account, Customer Reverse Lookup Account, Shipto, Contacts, Customer, InvoiceLine, InvoiceHeader, Product, OrderHeader, SalesPerson, Termscode, Inv_Master, 125 more and 30 further templates
• Template groups: Account, Product, Invoice, Salesorder, Customer Multi Ship Addresses, CRM Order and Line, CRM Opportunity and Line, CRM Quote and Line, Opportunity, Pricebook, Vendor

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_EPICORP21_ShipToAddress
• vwinv_mast
• vw_Product
• vwWarehouse
• vw_EPICORP21_ProductItemReverseLookup
• vw_EPICORP21_CRM_Account
• vw_EPICORP21_CustomerToAccountLookup
• vwTerms
• vw_EPICORP21_Contact
• vwOpportunity
• vwOpportunityLineItem
• vw_EPICORP21_Standard_Order_Header
• vw_EPICORP21_Standard_Order_Line
• vwSFQuote
• vwSFQuoteLine
• vw_EPICORP21_Customer
• vw_EPICORP21_InvoiceHeader
• vw_EPICORP21_InvoiceLine
• vwPriceBook2
• vw_StandardProductPriceBook
• vw_ProductPriceBook
• vw_EPICORP21_SalesOrderDetail
• vw_EPICORP21_SalesOrderHeader
• vw_EPICORP21_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 Epicor Prophet 21 (P21) → 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.