CRMPro → Salesforce — Sage 100 2013 V5: what the shipped templates set up

CRMPro → Salesforce — Sage 100 2013 V5: what the shipped templates set up

Keep this skill current. dlake ships updates often and this text is embedded in the CLI you have installed. Before relying on it, compare dlake --version with npm view @commercient/dlake version; if they differ, run npm install -g @commercient/dlake@latest and then dlake skills install, which overwrites the installed skill files with the current text.

dlake-crmpro is the parent skill and the authority for everything general: the crmpro_* tools, CRM_Configuration and CRM_FieldList, TimeStampRepository, the three kinds of source view, the NULL-cursor rule and the silent zero-record run. Read it first; this page does not repeat it. dlake-crmpro-salesforce is the destination skill this page is a child of, and the authority for the Salesforce conventions that hold across every ERP: read it first, then come back here for what this source’s own templates set. This page is dlake-crmpro-salesforce/erps/sage-100-2013-v5.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 2013 V5 → Salesforce templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

Group	Business outcome	Objects	Source tables and views
GET USER	The templates push users to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	users	—
Account	In addition to creating the Account record from your ERP customer records, Commercient syncs over the entire Accounting AR Customer record into a Commercient AR Customer object which is a Managed Custom Object (MCO). A lookup field is provided to lookup to the default AR Customer record MCO from the Account record. New records are created, existing ones updated, and records removed in the ERP are deleted.	Account, CommercientSF8__AR_CUSTOMER__c, CommercientSF8__SAGE100_SalesPerson__c	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS, SF_ERP_Salesforce_Clone_AR_SALESPERSON
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, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SO_SHIPTOADDRESS__c	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
Product	ERP CI_ITEM, IM_ITEMWAREHOUSE data becomes CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, CommercientSF8__SAGE100_ItemWarehouse__c in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, CommercientSF8__SAGE100_ItemWarehouse__c, Product2	SF_ERP_Salesforce_Clone_CI_ITEM, SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE, dbo
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, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SAGE100_AR_OPENINVOICE__c, CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER
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, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__AR_INVOICEHISTORYHEADER__c, CommercientSF8__AR_INVOICEHISTORYDETAIL__c	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_SALESPERSON, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_CI_ITEM
Pricebook	ERP CI_ITEM data becomes PriceBookEntry in Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.	PriceBookEntry	SF_ERP_Salesforce_Clone_CI_ITEM
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, existing ones updated, and records removed in the ERP are deleted.	CommercientSF8__SO_SALESORDERHEADER__c, CommercientSF8__SO_SALESORDERDETAIL__c, CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, CommercientFlags, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryDetail

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_SAGE1002013V5_User	1=0	'' / ''	1
SYNC SALESPERSON	CommercientSF8__SAGE100_SalesPerson__c	CommercientSF8__ExternalKey__c	1	vw_SAGE1002013V5_SalesPerson	vw_SAGE1002013V5_SalesPerson	CommercientSF8__ / __c	1
SYNC ACCOUNT	Account	CommercientSF__Commercient_ArCustomerCode__c	2	vw_SAGE1002013V5_Account	vw_SAGE1002013V5_Account	'' / ''	1
SYNC CUSTOMER	CommercientSF8__AR_CUSTOMER__c	CommercientSF8__ExternalKey__c	3	vw_SAGE1002013V5_Customer	vw_SAGE1002013V5_Customer	CommercientSF8__ / __c	1
SYNC CUSTOMER TO ACCOUNT LOOKUP	Account	CommercientSF__Commercient_ArCustomerCode__c	4	vw_SAGE1002013V5_CustomerToAccountLookup	vw_SAGE1002013V5_CustomerToAccountLookup	'' / ''	1
SYNC SHIP TO ADDRESS	CommercientSF8__SO_SHIPTOADDRESS__c	CommercientSF8__ExternalKey__c	5	vw_SAGE1002013V5_ShipToAddress	vw_SAGE1002013V5_ShipToAddress	CommercientSF8__ / __c	1
SYNC PRODUCT	Product2	CommercientSF__ExternalKey__c	6	vw_SAGE1002013V5_Product	vw_SAGE1002013V5_Product	'' / ''	1
SYNC ITEM	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	7	vw_SAGE1002013V5_Item	vw_SAGE1002013V5_Item	CommercientSF8__ / __c	1
SYNC ITEM TO PRODUCT LOOKUP	Product2	CommercientSF__ExternalKey__c	8	vw_SAGE1002013V5_ItemToProductLookup	vw_SAGE1002013V5_ItemToProductLookup	'' / ''	1
SYNC STANDARD PRICEBOOK CREATE	PriceBookEntry	ExternalKey__c	10	vw_SAGE1002013V5_StandardPricebook	vw_SAGE1002013V5_StandardPricebook	'' / ''	1
SYNC STANDARD PRICEBOOK UPDATE	PriceBookEntry	ExternalKey__c	11	vw_SAGE1002013V5_StandardPricebook	vw_SAGE1002013V5_StandardPricebook_Update	'' / ''	3
SYNC ITEM WAREHOUSE	CommercientSF8__SAGE100_ITEMWAREHOUSE__c	CommercientSF8__ExternalKey__c	12	vw_SAGE1002013V5_ItemWarehouse	vw_SAGE1002013V5_ItemWarehouse	CommercientSF8__ / __c	1
SYNC SALES ORDER HEADER	CommercientSF8__SO_SALESORDERHEADER__c	CommercientSF8__SALESORDERNO__c	13	vw_SAGE1002013V5_SalesOrderHeader	vw_SAGE1002013V5_SalesOrderHeader	CommercientSF8__ / __c	1
SYNC SALES ORDER DETAIL	CommercientSF8__SO_SALESORDERDETAIL__c	CommercientSF8__ExternalKey__c	14	vw_SAGE1002013V5_SalesOrderDetail	vw_SAGE1002013V5_SalesOrderDetail	CommercientSF8__ / __c	1
SYNC SALES ORDER HISTORY HEADER	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	CommercientSF8__ExternalKey__c	15	vw_SAGE1002013V5_SalesOrderHistoryHeader	vw_SAGE1002013V5_SalesOrderHistoryHeader	CommercientSF8__ / __c	1
SYNC SALES ORDER HISTORY DETAIL	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	16	vw_SAGE1002013V5_SalesOrderHistoryDetail	vw_SAGE1002013V5_SalesOrderHistoryDetail	CommercientSF8__ / __c	1
SYNC OPEN INVOICE	CommercientSF8__SAGE100_AR_OPENINVOICE__c	CommercientSF8__ExternalKey__c	17	vw_SAGE1002013V5_OpenInvoice	vw_SAGE1002013V5_OpenInvoice	CommercientSF8__ / __c	1
SYNC INVOICE HISTORY HEADER	CommercientSF8__AR_INVOICEHISTORYHEADER__c	CommercientSF8__ExternalKey__c	18	vw_SAGE1002013V5_InvoiceHistoryHeader	vw_SAGE1002013V5_InvoiceHistoryHeader	CommercientSF8__ / __c	1
SYNC INVOICE HISTORY DETAIL	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	19	vw_SAGE1002013V5_InvoiceHistoryDetail	vw_SAGE1002013V5_InvoiceHistoryDetail	CommercientSF8__ / __c	1
SYNC INVOICE PAYMENT	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	CommercientSF8__ExternalKey__c	20	vw_SAGE1002013V5_TransactionPaymentHistory	vw_SAGE1002013V5_TransactionPaymentHistory	CommercientSF8__ / __c	1
SYNC ITEM TOTAL QUANTITY ON HAND	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	21	vw_SAGE1002013V5_ItemTotalQuantityOnHand	vw_SAGE1002013V5_ItemTotalQuantityOnHand	CommercientSF8__ / __c	3
SYNC ITEM WAREHOUSE TOTAL QUANTITY AVAILABLE	CommercientSF8__SAGE100_ItemWarehouse__c	CommercientSF8__ExternalKey__c	22	vw_SAGE1002013V5_ItemWarehouseTotalQuantityOnHand	vw_SAGE1002013V5_ItemWarehouseTotalQuantityOnHand	CommercientSF8__ / __c	3

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 False, 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, SYNC ACCOUNT, SYNC ITEM WAREHOUSE, SYNC STANDARD PRICEBOOK CREATE, SYNC PRODUCT — those rows read records back from Salesforce as well as pushing. On SYNC STANDARD PRICEBOOK UPDATE the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_SAGE1002013V5_StandardPricebook_Update against vw_SAGE1002013V5_StandardPricebook), 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_SAGE1002013V5_SalesPerson	insert + update	vw_SAGE1002013V5_SalesPerson:	—	ExternalKey	SF_ERP_Salesforce_Clone_AR_SALESPERSON
vw_SAGE1002013V5_Account	insert + update	vw_SAGE1002013V5_Account:	vw_SAGE1002013V5_User:	CommercientSF__Commercient_ArCustomerCode__c	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE1002013V5_Customer	insert + update	vw_SAGE1002013V5_Customer:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_SalesPerson:	ExternalKey	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE1002013V5_CustomerToAccountLookup	insert + update	vw_SAGE1002013V5_CustomerToAccountLookup:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE1002013V5_ShipToAddress	insert + update	vw_SAGE1002013V5_ShipToAddress:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE1002013V5_Product	insert + update	vw_SAGE1002013V5_Product:	—	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002013V5_Item	insert + update	vw_SAGE1002013V5_Item:	vw_SAGE1002013V5_Product:, QM:	ExternalKeys	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002013V5_ItemToProductLookup	insert + update	vw_SAGE1002013V5_ItemToProductLookup:	vw_SAGE1002013V5_Item:, vw_SAGE1002013V5_Product:	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002013V5_StandardPricebook	insert-only	—	vw_SAGE1002013V5_Product:	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002013V5_StandardPricebook	insert-only	—	vw_SAGE1002013V5_Product:	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002013V5_ItemWarehouse	insert + update	vw_SAGE1002013V5_ItemWarehouse:	vw_SAGE1002013V5_Product:, vw_SAGE1002013V5_Item:	ExternalKey	SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE
vw_SAGE1002013V5_SalesOrderHeader	insert + update	vw_SAGE1002013V5_SalesOrderHeader:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:, QM:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER
vw_SAGE1002013V5_SalesOrderDetail	insert + update	vw_SAGE1002013V5_SalesOrderDetail:	vw_SAGE1002013V5_SalesOrderHeader:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL
vw_SAGE1002013V5_SalesOrderHistoryHeader	insert + update	vw_SAGE1002013V5_SalesOrderHistoryHeader:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, CommercientFlags
vw_SAGE1002013V5_SalesOrderHistoryDetail	insert + update	vw_SAGE1002013V5_SalesOrderHistoryDetail:	vw_SAGE1002013V5_SalesOrderHistoryHeader:	ExternalKey	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryDetail
vw_SAGE1002013V5_OpenInvoice	insert + update	vw_SAGE1002013V5_OpenInvoice:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:	ExternalKey	SF_ERP_Salesforce_Clone_AR_OPENINVOICE
vw_SAGE1002013V5_InvoiceHistoryHeader	insert + update	vw_SAGE1002013V5_InvoiceHistoryHeader:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:, vw_SAGE1002013V5_ShipToAddress:, QM:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_SALESPERSON
vw_SAGE1002013V5_InvoiceHistoryDetail	insert + update	vw_SAGE1002013V5_InvoiceHistoryDetail:	vw_SAGE1002013V5_InvoiceHistoryHeader:	EXTERNALKEY	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL, SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE1002013V5_TransactionPaymentHistory	insert + update	vw_SAGE1002013V5_TransactionPaymentHistory:	vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:, vw_SAGE1002013V5_InvoiceHistoryHeader:	ExternalKey	SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER
vw_SAGE1002013V5_ItemTotalQuantityOnHand	insert + update	vw_SAGE1002013V5_ItemTotalQuantityOnHand:	vw_SAGE1002013V5_Item:	—	SF_ERP_Salesforce_Clone_CI_ITEM, dbo
vw_SAGE1002013V5_ItemWarehouseTotalQuantityOnHand	insert + update	vw_SAGE1002013V5_ItemWarehouseTotalQuantityOnHand:	vw_SAGE1002013V5_ItemWarehouse:	ExternalKey	SF_ERP_Salesforce_Clone_IM_ITEMWAREHOUSE, dbo

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

• 0 — GET USER
• 1 — SYNC SALESPERSON
• 2 — SYNC ACCOUNT
• 3 — SYNC CUSTOMER
• 4 — SYNC CUSTOMER TO ACCOUNT LOOKUP
• 5 — SYNC SHIP TO ADDRESS
• 6 — SYNC PRODUCT
• 7 — SYNC ITEM
• 8 — SYNC ITEM TO PRODUCT LOOKUP
• 10 — SYNC STANDARD PRICEBOOK CREATE
• 11 — SYNC STANDARD PRICEBOOK UPDATE
• 12 — SYNC ITEM WAREHOUSE
• 13 — SYNC SALES ORDER HEADER
• 14 — SYNC SALES ORDER DETAIL
• 15 — SYNC SALES ORDER HISTORY HEADER
• 16 — SYNC SALES ORDER HISTORY DETAIL
• 17 — SYNC OPEN INVOICE
• 18 — SYNC INVOICE HISTORY HEADER
• 19 — SYNC INVOICE HISTORY DETAIL
• 20 — SYNC INVOICE PAYMENT
• 21 — SYNC ITEM TOTAL QUANTITY ON HAND
• 22 — SYNC ITEM WAREHOUSE TOTAL QUANTITY AVAILABLE

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_SAGE1002013V5_Account reads vw_SAGE1002013V5_User:
• vw_SAGE1002013V5_CustomerToAccountLookup reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:
• vw_SAGE1002013V5_Customer reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_SalesPerson:
• vw_SAGE1002013V5_ShipToAddress reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:
• vw_SAGE1002013V5_Item reads vw_SAGE1002013V5_Product:, QM:; no template in this set writes QM:
• vw_SAGE1002013V5_ItemWarehouse reads vw_SAGE1002013V5_Product:, vw_SAGE1002013V5_Item:
• vw_SAGE1002013V5_ItemTotalQuantityOnHand reads vw_SAGE1002013V5_Item:
• vw_SAGE1002013V5_ItemWarehouseTotalQuantityOnHand reads vw_SAGE1002013V5_ItemWarehouse:
• vw_SAGE1002013V5_OpenInvoice reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:
• vw_SAGE1002013V5_TransactionPaymentHistory reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:, vw_SAGE1002013V5_InvoiceHistoryHeader:
• vw_SAGE1002013V5_InvoiceHistoryHeader reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:, vw_SAGE1002013V5_ShipToAddress:, QM:; no template in this set writes QM:
• vw_SAGE1002013V5_InvoiceHistoryDetail reads vw_SAGE1002013V5_InvoiceHistoryHeader:
• vw_SAGE1002013V5_StandardPricebook reads vw_SAGE1002013V5_Product:
• vw_SAGE1002013V5_StandardPricebook reads vw_SAGE1002013V5_Product:
• vw_SAGE1002013V5_ItemToProductLookup reads vw_SAGE1002013V5_Item:, vw_SAGE1002013V5_Product:
• vw_SAGE1002013V5_SalesOrderHeader reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:, QM:; no template in this set writes QM:
• vw_SAGE1002013V5_SalesOrderDetail reads vw_SAGE1002013V5_SalesOrderHeader:
• vw_SAGE1002013V5_SalesOrderHistoryHeader reads vw_SAGE1002013V5_Account:, vw_SAGE1002013V5_Customer:
• vw_SAGE1002013V5_SalesOrderHistoryDetail reads vw_SAGE1002013V5_SalesOrderHistoryHeader:

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
SYNC SALESPERSON	CommercientSF8__SAGE100_SalesPerson__c	28	SALESPERSONDIVISIONNO → CommercientSF8__SALESPERSONDIVISIONNO__c, SALESPERSONNO → CommercientSF8__SALESPERSONNO__c, SALESPERSONNAME → CommercientSF8__SALESPERSONNAME__c, ADDRESSLINE1 → CommercientSF8__ADDRESSLINE1__c, ADDRESSLINE2 → CommercientSF8__ADDRESSLINE2__c
SYNC ACCOUNT	Account	12	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, BillingStreet → BillingStreet, BillingCity → BillingCity, BillingStateCode → BillingStateCode, BillingCountryCode → BillingCountryCode
SYNC CUSTOMER	CommercientSF8__AR_CUSTOMER__c	63	Account → Account, ARDIVISIONNO → CommercientSF8__ARDIVISIONNO__c, CUSTOMERNO → CommercientSF8__CUSTOMERNO__c, ADDRESSLINE1 → CommercientSF8__ADDRESSLINE1__c, ADDRESSLINE2 → CommercientSF8__ADDRESSLINE2__c
SYNC CUSTOMER TO ACCOUNT LOOKUP	Account	2	CommercientSFommercient_ArCustomerCode → CommercientSF__Commercient_ArCustomerCode__c, CommercientSF8__Sage_Customer_Record → CommercientSF8__Sage_Customer_Record__c
SYNC SHIP TO ADDRESS	CommercientSF8__SO_SHIPTOADDRESS__c	31	Account → Account, Sage100_Customer_Records → CommercientSF8__Sage100_Customer_Records__c, ARDIVISIONNO → CommercientSF8__ARDIVISIONNO__c, CUSTOMERNO → CommercientSF8__CUSTOMERNO__c, SHIPTOCODE → SHIPTOCODE
SYNC PRODUCT	Product2	4	CommercientSF__ExternalKey → CommercientSF__ExternalKey__c, ProductCode → ProductCode, Description → Description, IsActive → IsActive
SYNC ITEM	CommercientSF8__SAGE100_CI_Item__c	86	ExternalKeys → CommercientSF8__ExternalKeys__c, ITEMCODE → ITEMCODE, ITEMTYPE → CommercientSF8__ITEMTYPE__c, ITEMCODEDESC → ITEMCODEDESC, EXTENDEDDESCRIPTIONKEY → EXTENDEDDESCRIPTIONKEY
SYNC ITEM TO PRODUCT LOOKUP	Product2	2	CommercientSF__ExternalKey → CommercientSF__ExternalKey__c, CommercientSF8__SAGE100_CI_ITEM → CommercientSF8__SAGE100_CI_ITEM__c
SYNC STANDARD PRICEBOOK CREATE	PriceBookEntry	4	Pricebook2Id → Pricebook2Id, Product2ID → Product2ID, IsActive → IsActive, UnitPrice → UnitPrice
SYNC STANDARD PRICEBOOK UPDATE	PriceBookEntry	4	Pricebook2Id → Pricebook2Id, Product2ID → Product2ID, IsActive → IsActive, UnitPrice → UnitPrice
SYNC ITEM WAREHOUSE	CommercientSF8__SAGE100_ITEMWAREHOUSE__c	21	Product → Product, CIItem → CommercientSF8__CIItem__c, ITEMCODE → ITEMCODE, WAREHOUSECODE → WAREHOUSECODE, BINLOCATION → BINLOCATION
SYNC SALES ORDER HEADER	CommercientSF8__SO_SALESORDERHEADER__c	95	SALESORDERNO → CommercientSF8__SALESORDERNO__c, Account → Account, Sage100_Customer_Record → CommercientSF8__Sage100_Customer_Record__c, ORDERDATE → CommercientSF8__ORDERDATE__c, ORDERTYPE → CommercientSF8__ORDERTYPE__c
SYNC SALES ORDER DETAIL	CommercientSF8__SO_SALESORDERDETAIL__c	62	Sage100_Open_Sales_Orders → CommercientSF8__Sage100_Open_Sales_Orders__c, SALESORDERNO → CommercientSF8__SALESORDERNO__c, LINEKEY → CommercientSF8__LINEKEY__c, LINESEQNO → CommercientSF8__LINESEQNO__c, ITEMCODE → ITEMCODE
SYNC SALES ORDER HISTORY HEADER	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	88	Account → Account, Customer → CommercientSF8__Customer__c, ORDERSTATUS → CommercientSF8__ORDERSTATUS__c, MASTERREPEATINGORDERNO → CommercientSF8__MASTERREPEATINGORDERNO__c, ARDIVISIONNO → CommercientSF8__ARDIVISIONNO__c
SYNC SALES ORDER HISTORY DETAIL	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	61	Salesorder_History_Header → CommercientSF8__Salesorder_History_Header__c, SALESORDERNO → CommercientSF8__SALESORDERNO__c, SEQUENCENO → SEQUENCENO, LINEKEY → CommercientSF8__LINEKEY__c, ORIGINALLINE → CommercientSF8__ORIGINALLINE__c
SYNC OPEN INVOICE	CommercientSF8__SAGE100_AR_OPENINVOICE__c	40	Account → Account, Sage100_Customer_Records → CommercientSF8__Sage100_Customer_Records__c, TERMSCODE → TERMSCODE, TAXSCHEDULE → TAXSCHEDULE, SALESPERSONDIVISIONNO → CommercientSF8__SALESPERSONDIVISIONNO__c
SYNC INVOICE HISTORY HEADER	CommercientSF8__AR_INVOICEHISTORYHEADER__c	78	Account → Account, Sage100_Customer_Record → CommercientSF8__Sage100_Customer_Record__c, ShipTo_Address → CommercientSF8__ShipTo_Address__c, INVOICENO → INVOICENO, HEADERSEQNO → CommercientSF8__HEADERSEQNO__c
SYNC INVOICE HISTORY DETAIL	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	57	Sage100_Invoice → CommercientSF8__Sage100_Invoice__c, INVOICENO → INVOICENO, HEADERSEQNO → CommercientSF8__HEADERSEQNO__c, DETAILSEQNO → CommercientSF8__DETAILSEQNO__c, ITEMCODE → ITEMCODE
SYNC INVOICE PAYMENT	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	28	Account → CommercientSF8__Account__c, Sage100_Customer_Record → CommercientSF8__Sage100_Customer_Record__c, Sage100_Invoice → CommercientSF8__Sage100_Invoice__c, ARDIVISIONNO → CommercientSF8__ARDIVISIONNO__c, CUSTOMERNO → CommercientSF8__CUSTOMERNO__c
SYNC ITEM TOTAL QUANTITY ON HAND	CommercientSF8__SAGE100_CI_Item__c	3	Id → id__c, ExternalKeys → CommercientSF8__ExternalKeys__c, FinalQuantityOnHand → finalquantityonhand__c
SYNC ITEM WAREHOUSE TOTAL QUANTITY AVAILABLE	CommercientSF8__SAGE100_ItemWarehouse__c	16	Id → id__c, TotalQuantityAvailable → totalquantityavailable__c, QUANTITYONHAND → CommercientSF8__QUANTITYONHAND__c, QUANTITYONPURCHASEORDER → QUANTITYONPURCHASEORDER, QUANTITYONSALESORDER → CommercientSF8__QUANTITYONSALESORDER__c

6. Community templates

The catalogue carries 30 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: 30
• Default operations: insert on 30, update on 30, delete on 30
• Marked circular-sync: 0
• Licence groups they span: 9
• Destination objects: Account, Product2, CommercientSF8__AR_INVOICEHISTORYDETAIL__c, CommercientSF8__AR_INVOICEHISTORYHEADER__c, CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c, CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c, CommercientSF8__SAGE100_SalesPerson__c, CommercientSF8__SO_SALESORDERDETAIL__c, PriceBookEntry, CommercientSF8__AR_CUSTOMER__c, CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c, CommercientSF8__SAGE100_AR_OPENINVOICE__c, CommercientSF8__SAGE100_ItemWarehouse__c, CommercientSF8__SAGE100_ITEMWAREHOUSE__c, CommercientSF8__SO_SALESORDERHEADER__c, CommercientSF8__SO_SHIPTOADDRESS__c
• Object display names: Account, Customer to Account Reverse Lookup, Invoice Header, Invoice Line, Product, Sales Order History Details, Sales Order History Header, Sales Order Line, Sales Person, SYNC ACCOUNT, SYNC CUSTOMER, SYNC CUSTOMER TO ACCOUNT LOOKUP and 18 more
• Template groups: Product, Account, Salesorder, Invoice, Invoice History Headers, Customer Multi Ship Addresses

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_SAGE1002013V5_User
• vw_SAGE1002013V5_Account
• vw_SAGE1002013V5_CustomerToAccountLookup
• vw_SAGE1002013V5_Customer
• vw_SAGE1002013V5_ShipToAddress
• vw_SAGE1002013V5_Item
• vw_SAGE1002013V5_ItemWarehouse
• vw_SAGE1002013V5_ItemTotalQuantityOnHand
• vw_SAGE1002013V5_ItemWarehouseTotalQuantityOnHand
• vw_SAGE1002013V5_OpenInvoice
• vw_SAGE1002013V5_TransactionPaymentHistory
• vw_SAGE1002013V5_InvoiceHistoryHeader
• vw_SAGE1002013V5_InvoiceHistoryDetail
• vw_SAGE1002013V5_StandardPricebook
• vw_SAGE1002013V5_Product
• vw_SAGE1002013V5_ItemToProductLookup
• vw_SAGE1002013V5_SalesOrderHeader
• vw_SAGE1002013V5_SalesOrderDetail
• vw_SAGE1002013V5_SalesOrderHistoryHeader
• vw_SAGE1002013V5_SalesOrderHistoryDetail
• vw_SAGE1002013V5_SalesPerson

8. Where this sits

dlake-crmpro is the general operating surface — the crmpro_* tools, the setup and transaction tables, field mapping, and the source-view contract that applies to every destination. This page adds what the shipped Sage 100 2013 V5 → 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.