Sage 100 2017 to Salesforce (CRMPro)

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/sage-100-2017". 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/sage-100-2017-salesforce/.

CRMPro → Salesforce — Sage 100 2017: 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/sage-100-2017 (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 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, Contact, Commercient AR Customer Managed Custom Object, Commercient Salesperson Managed Custom Object	customers, shipping addresses, customer contacts, salespeople
AR Invoice Payments	Commercient Syncs the payment details that are held in the receivables file and held against an invoice in the ERP. The amount received from a customer, the date of payment, the method of payment, whether partial or full payment, etc New records are created and existing ones updated; none are deleted.	Commercient Payment History Managed Custom Object	payment history
CRM Opportunity and Line	ERP sales order header, sales order detail data becomes Opportunity, Opportunity line item in Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, Opportunity line item	sales order headers, sales order lines
CRM Quote and Line	The templates push Quote, Quote line item to Salesforce. New records are created and existing ones updated; none are deleted.	Quote, Quote line item	sales order headers, sales order lines, extended item descriptions
CRM Vendor	The templates push Account to Salesforce. New records are created and existing ones updated; none are deleted.	Account	Salesforce (records read back), vendors
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.	Commercient Ship-To Address Managed Custom Object	shipping addresses
Product	The templates push Commercient Inventory Item Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Product to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Inventory Item Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Product	items, item warehouse quantities
Invoice History Headers	Invoice line item details are synced in their entirety to the Commercient Invoice Details MCO or the Invoice History Details MCO based on your ERP system functionality. New records are created and existing ones updated; none are deleted.	Commercient Invoice History Detail Managed Custom Object, Commercient Invoice History Header Managed Custom Object	invoice history lines, invoice history headers, customers, open invoices, salespeople
Open AR Invoice Header	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 (every hour, for example). New records are created and existing ones updated; none are deleted.	Commercient Open Invoice Managed Custom Object	open invoices
Pricebook	The templates push Price book entry to Salesforce. New records are created and existing ones updated; none are deleted.	Price book entry	items
Purchase Invoice and AP Invoice Details	The templates push Commercient AP Invoice History Detail Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient AP Invoice History Detail Managed Custom Object	AP invoice history lines
Purchase Invoice and AP Invoice Header	The templates push Commercient AP Invoice History Header Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient AP Invoice History Header Managed Custom Object	AP invoice history headers
Purchase Order	The templates push Commercient Purchase Order Header Managed Custom Object, Commercient Purchase Order Line Managed Custom Object, Purchase Order History Header (custom object) to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Purchase Order Header Managed Custom Object, Commercient Purchase Order Line Managed Custom Object, Purchase Order History Header (custom object)	purchase order headers, purchase order lines, purchase order history headers
Purchase Order Line	The templates push Purchase Order History Line (custom object) to Salesforce. New records are created and existing ones updated; none are deleted.	Purchase Order History Line (custom object)	purchase order history lines
Sales order	The templates push Commercient Sales Order Line Managed Custom Object, Commercient Sales Order History Line Managed Custom Object, Commercient Sales Order Header Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Sales Order Line Managed Custom Object, Commercient Sales Order History Line Managed Custom Object, Commercient Sales Order Header Managed Custom Object, Commercient Sales Order History Header Managed Custom Object	sales order lines, sales order headers, sales order history lines, sales order history headers, customers
Vendor	The templates push Commercient Vendor Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.	Commercient Vendor Managed Custom Object	vendors

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
GET USER	users	—	0
Sales Person	Commercient Salesperson Managed Custom Object	Commercient external key	1
Account	Account	Commercient AR customer code	2
Customer	Commercient AR Customer Managed Custom Object	Commercient external key	3
Address	Commercient Ship-To Address Managed Custom Object	Commercient external key	4
Account customer lookup	Account	Commercient AR customer code	5
Product	Product	Commercient external key (earlier package)	6
Inventory item	Commercient Inventory Item Managed Custom Object	Commercient external keys	7
Sales order	Commercient Sales Order Header Managed Custom Object	Commercient sales order number	8
Sales order line	Commercient Sales Order Line Managed Custom Object	Commercient external key	9
Sales order History Header	Commercient Sales Order History Header Managed Custom Object	Commercient external key	10
Sales order History Line	Commercient Sales Order History Line Managed Custom Object	Commercient external key	11
Invoice Header	Commercient Invoice History Header Managed Custom Object	Commercient external key	12
Invoice Details	Commercient Invoice History Detail Managed Custom Object	Commercient external key	13
Item Warehouse	Commercient Item Warehouse Managed Custom Object	Commercient external key	14
Transcation Payment History	Commercient Payment History Managed Custom Object	Commercient external key	18
Create Standard Price Book	Price book entry	External key (custom field)	19
Update Standard Price Book	Price book entry	External key (custom field)	20
Opportunity Header	Opportunity	External key (custom field)	21
Opportunity Line	Opportunity line item	External key (custom field)	22
Sage 100 Ar Open Invoice	Commercient Open Invoice Managed Custom Object	Commercient external key	22
Contact	Contact	Commercient external key	23
Quote header	Quote	External key (custom field)	23
Quote line	Quote line item	External key (custom field)	24
Vendor Account	Account	Commercient AR customer code	25
Vendor Sync	Commercient Vendor Managed Custom Object	Commercient external key	26
PO Header	Commercient Purchase Order Header Managed Custom Object	Commercient external key	27
PO Line	Commercient Purchase Order Line Managed Custom Object	Commercient external key	28
Sage 100 Purchase History Header	Purchase Order History Header (custom object)	External key (custom field)	29
Sage 100 Purchase History Detail	Purchase Order History Line (custom object)	External key (custom field)	30
Sage AP Invoice History Header	Commercient AP Invoice History Header Managed Custom Object	Commercient external key	31
Sage AP Invoice History Line	Commercient AP Invoice History Detail Managed Custom Object	Commercient external key	32

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	salespeople
account feed	insert + update	customers, shipping addresses
customer feed	insert + update	customers
shipping address feed	insert + update	shipping addresses
customer account lookup feed	insert + update	customers
product feed	insert + update	items
inventory item feed	insert + update	items
sales order feed	insert + update	sales order headers
sales order line feed	insert + update	sales order lines, sales order headers
sales order history feed	insert + update	sales order history headers, customers
sales order history line feed	insert + update	sales order history lines, sales order history headers
invoice feed	insert + update	invoice history headers, customers, open invoices, salespeople
invoice line feed	insert + update	invoice history lines
item warehouse feed	insert + update	item warehouse quantities
payment history feed	insert + update	payment history
price book feed (new entries)	insert only	items
price book feed (changes)	insert + update	items
opportunity feed	insert + update	sales order headers
opportunity line feed	insert only	sales order lines
open invoice feed	insert + update	open invoices
contact feed	insert + update	customer contacts
quote feed	insert + update	sales order headers
quote line feed	insert only	sales order lines, extended item descriptions, sales order headers
vendor account feed	insert + update	Salesforce (records read back), vendors
vendor feed	insert + update	vendors
purchase order feed	insert + update	purchase order headers
purchase order line feed	insert + update	purchase order lines
purchase history feed	insert + update	purchase order history headers
purchase history line feed	insert + update	purchase order history lines
AP invoice history feed	insert + update	AP invoice history headers
AP invoice history line feed	insert + update	AP invoice history lines

4. Order of work

The templates set run sequence from 0 to 32. A run processes active rows in ascending run sequence, which is the order the templates put them in:

0 — GET USER
1 — Sales Person
2 — Account
3 — Customer
4 — Address
5 — Account customer lookup
6 — Product
7 — Inventory item
8 — Sales order
9 — Sales order line
10 — Sales order History Header
11 — Sales order History Line
12 — Invoice Header
13 — Invoice Details
14 — Item Warehouse
18 — Transcation Payment History
19 — Create Standard Price Book
20 — Update Standard Price Book
21 — Opportunity Header
22 — Opportunity Line, Sage 100 Ar Open Invoice
23 — Contact, Quote header
24 — Quote line
25 — Vendor Account
26 — Vendor Sync
27 — PO Header
28 — PO Line
29 — Sage 100 Purchase History Header
30 — Sage 100 Purchase History Detail
31 — Sage AP Invoice History Header
32 — Sage AP Invoice History Line

Several of these rows share a run sequence 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 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
customer account lookup feed reads customer sync output
payment history feed reads customer sync output (generic name), account sync output (generic name), invoice sync output (generic name); no template in this set writes customer sync output (generic name), account sync output (generic name), invoice sync output (generic name)
contact feed reads account sync output
opportunity feed reads customer sync output, account sync output, sales order sync output (generic name), salesperson sync output (generic name); no template in this set writes sales order sync output (generic name)
opportunity line feed reads opportunity sync output (generic name), product sync output, price book sync output
quote feed reads customer sync output, account sync output, opportunity sync output (generic name), terms sync output, salesperson sync output (generic name); no template in this set writes terms sync output
quote line feed reads quote sync output (generic name), product sync output, price book sync output
customer feed reads account sync output, salesperson sync output (generic name)
shipping address feed reads account sync output, customer sync output
inventory item feed reads product sync output, inventory item sync output; no template in this set writes inventory item sync output
item warehouse feed reads inventory item sync output, product sync output; no template in this set writes inventory item sync output
invoice line feed reads invoice sync output, inventory item sync output; no template in this set writes inventory item sync output
invoice feed reads customer sync output, account sync output, salesperson sync output (generic name)
open invoice feed reads account sync output, customer sync output, salesperson sync output (generic name)
price book feed (new entries) reads product sync output
price book feed (changes) reads product sync output
AP invoice history line feed reads AP invoice history sync output
AP invoice history feed reads vendor sync output, vendor account sync output
purchase order feed reads vendor sync output, vendor account sync output, shipping address sync output
purchase order line feed reads purchase order sync output, inventory item sync output; no template in this set writes inventory item sync output
purchase history feed reads vendor account sync output, vendor sync output
purchase history line feed reads inventory item sync output, purchase history sync output; no template in this set writes inventory item sync output
sales order line feed reads inventory item sync output, sales order sync output; no template in this set writes inventory item sync output
sales order history line feed reads inventory item sync output, sales order history sync output; no template in this set writes inventory item sync output
sales order feed reads customer sync output, account sync output, salesperson sync output (generic name)
sales order history feed reads customer sync output, account sync output
vendor feed reads vendor account sync output

5. Field mapping

Each template carries its intended mapping in field mapping.

Template	Object	Mapped fields	First ERP → Salesforce pairs
Sales Person	Commercient Salesperson Managed Custom Object	25	Salesperson division,Salesperson number → Commercient external key, Salesperson name,Salesperson division,Salesperson number → Name, Salesperson division → Commercient salesperson division, Salesperson number → Commercient salesperson number, Salesperson name → Commercient salesperson name
Account	Account	13	AR division number, Customer number → Commercient AR customer code, Customer name, AR division number, Customer number → Name, Telephone → Phone, Address line 1, Address line 2, Address line 3 → Billing street, City → Billing city
Address	Commercient Ship-To Address Managed Custom Object	33	AR division number, Customer number, Ship-to code → Commercient external key, AR division number, Customer number, Ship-to code → Commercient name, AR division number, Customer number → Account, AR division number, Customer number → Commercient Sage 100 customer records, AR division number → AR division number
Account customer lookup	Account	2	AR division number,Customer number → Commercient AR customer code, the linked Salesforce record → Commercient Sage customer record
Product	Product	5	Item code → Commercient external key (earlier package), Item code → Name, Item description → Description, Item code → Product code, Inactive item → Active
Inventory item	Commercient Inventory Item Managed Custom Object	85	Item code → Commercient external keys, Item code → Commercient name, Item type → Commercient item type, Item description → Commercient item description, Extended description → Commercient extended description
Sales order line	Commercient Sales Order Line Managed Custom Object	63	Sales order number,Line key → Commercient external key, Sales order number,Line key → Commercient name, Sales order number → Commercient sales order number, Line key → Commercient line key, Line sequence number → Commercient line sequence number
Sales order History Header	Commercient Sales Order History Header Managed Custom Object	66	Sales order number → Commercient external key, Sales order number → Name, the linked Salesforce record → Account, the linked Salesforce record → Customer, Order status → Order status
Sales order History Line	Commercient Sales Order History Line Managed Custom Object	50	Sales order number, Sequence number → Commercient external key, Sales order number, Sequence number → Commercient name, the linked Salesforce record → Commercient sales order history header, Sequence number → Commercient sequence number, Line key → Commercient line key
Invoice Header	Commercient Invoice History Header Managed Custom Object	86	Invoice number,Header sequence number → Commercient external key, Invoice number,Header sequence number → Commercient name, AR division number,Customer number → Commercient account, AR division number,Customer number → Commercient sage 100 customer record, Salesperson division,Salesperson number → Commercient salesperson
Invoice Details	Commercient Invoice History Detail Managed Custom Object	60	Invoice number, Header sequence number, Detail sequence number → Commercient external key, Invoice number, Header sequence number, Detail sequence number → Commercient name, the linked Salesforce record → Invoice, the linked Salesforce record → Item, Invoice number → Commercient invoice number
Item Warehouse	Commercient Item Warehouse Managed Custom Object	28	Item code → Commercient inventory item, Item code → Commercient product, Item code, Warehouse code → Commercient external key, Item code, Warehouse code → Name, Item code → Commercient item code
Transcation Payment History	Commercient Payment History Managed Custom Object	38	AR division number, Customer number → Account, AR division number, Customer number → Sage 100 customer record (custom field), Invoice number, Invoice header sequence number → Invoice, AR division number → AR division number, Customer number → Customer number
Create Standard Price Book	Price book entry	5	Item code → External key (custom field), Active → Active, Standard unit price → Unit price, the linked Salesforce record → price book lookup, the linked Salesforce record → product lookup
Update Standard Price Book	Price book entry	3	Item code → External key (custom field), Active → Active, Standard unit price → Unit price
Opportunity Header	Opportunity	9	Sales order number → External key (custom field), Sales order number → Name, the linked Salesforce record → account lookup, Taxable amount → Amount, the linked Salesforce record → price book lookup
Opportunity Line	Opportunity line item	6	Sales order number, Line key → External key (custom field), Quantity → Quantity, Unit price → Unit price, Item description → Description, the linked Salesforce record → Opportunity
Sage 100 Ar Open Invoice	Commercient Open Invoice Managed Custom Object	46	AR division number, Customer number, Invoice number, Invoice type → Commercient external key, Invoice number, Invoice type → Name, Salesperson division, Salesperson number → Sage 100 salesperson (custom field), AR division number, Customer number → Account, AR division number, Customer number → Sage 100 customer records (custom field)
Contact	Contact	14	AR division number, Customer number, Contact code → Commercient external key, Contact name → First name, Contact name → Last name, Address line 1, Address line 2, Address line 3 → Mailing street, City → Mailing city
Quote header	Quote	23	Sales order number → External key (custom field), Sales order number → Name, Sales order number → Opportunity, Salesperson division,Salesperson number → Sage 100 salesperson object (custom), Terms code → Terms
Quote line	Quote line item	8	Sales order number, Line key → External key (custom field), Sales order number → Quote, Item code → product lookup, Item code → price book entry lookup, Promise date → Service date
Vendor Sync	Commercient Vendor Managed Custom Object	50	AP division number, Vendor number → Commercient external key, Vendor name → Name, the linked account → Commercient account, AP division number → Commercient AP division number, Vendor number → Commercient vendor number
PO Line	Commercient Purchase Order Line Managed Custom Object	23	Purchase order number, Line key → Commercient external key, Purchase order number, Line key → Commercient name, Purchase order number → Commercient purchase order number, Line key → Commercient line key, Line sequence number → Commercient line sequence number
Sage 100 Purchase History Detail	Purchase Order History Line (custom object)	55	Purchase order number, Sequence number → External key (custom field), Purchase order number, Sequence number → Name, Purchase order number → Purchase order number, Sequence number → Sequence number, Line key → Line key
Sage AP Invoice History Header	Commercient AP Invoice History Header Managed Custom Object	81	Invoice number, Header sequence number → Commercient external key, Invoice number, Header sequence number → Commercient name, AP division number → AP division number, AP division number, Vendor number → Account (custom field), AP division number, Vendor number → Vendor
Sage AP Invoice History Line	Commercient AP Invoice History Detail Managed Custom Object	46	Invoice number, Header sequence number, Detail sequence number → Commercient external key, Invoice number, Header sequence number, Detail sequence number → Commercient name, the linked Salesforce record → Commercient AP invoice history header, Asset template → Commercient asset template, Comment → Commercient comment

6. Community templates

The catalogue carries 493 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: 493
Default operations: insert on 493, update on 493, delete on 493
Marked as circular sync: 8
Licence groups they span: 17
Destination objects: Account, Commercient AR Customer Managed Custom Object, Commercient Invoice History Header Managed Custom Object, Commercient Invoice History Detail Managed Custom Object, Commercient Sales Order Line Managed Custom Object, Commercient Sales Order Header Managed Custom Object, Commercient Salesperson Managed Custom Object, Commercient Ship-To Address Managed Custom Object, Product, Price book entry, Commercient Inventory Item Managed Custom Object, Commercient Payment History Managed Custom Object, Commercient Sales Order History Line Managed Custom Object, Commercient Sales Order History Header Managed Custom Object, Contact, Commercient Open Invoice Managed Custom Object, Commercient Terms Code Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Opportunity, 33 more and 6 custom objects
Object display names: Account, Customer, Invoice Header, Invoice Details, Account customer lookup, Sales Person, Sales order line, Address, Sales order, Product, Sales order History Header, Sales order History Line, 133 more and 12 further templates
Template groups: Account, Sales order, Product, Invoice, Customer Multi Ship Addresses, Invoice History Headers, CRM Quote and Line, CRM Opportunity and Line, Purchase Order, Pricebook, CRM Order and Line

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/sage-100-2017.

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 2017 → 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/sage-100-2017, 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.