CRMPro → Salesforce — Sage 100 Contractor 2019: what the template catalogue carries

CRMPro → Salesforce — Sage 100 Contractor 2019: what the template catalogue carries

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-contractor-2019 (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. The catalogue ships no Standard template for this pair. Its templates are community templates, authored in a tenant and imported the same way as any other, so what follows is what that set amounts to — how many templates, which operations they default to, which destination objects they write and which groups they fall in. This page grows as the catalogue does.

1. Community templates

The catalogue carries 165 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.

• Templates: 165
• Default operations: insert on 165, update on 165, delete on 165
• Marked as circular sync: 2
• Licence groups they span: 16
• Destination objects: Account, Commercient Sage 100 Contractor Job Managed Custom Object, Contact, Commercient Sage 100 Contractor Invoice Managed Custom Object, Commercient Sage 100 Contractor Salesperson Managed Custom Object, Opportunity, Commercient Sage 100 Contractor Payment Managed Custom Object, Commercient Account Matching Managed Custom Object, Commercient Contact Matching Managed Custom Object, Commercient Budget Lines (custom object), Commercient Cost Codes (custom object), Commercient Purchase Order (custom object), User, Commercient Purchase Order Managed Custom Object, Commercient Subcontracts (custom object), Price book entry, Product, Sage 100 Contractor Invoice Line (custom object), Sage 100 Contractor Vendor (custom object), Work order, 17 more and 17 custom objects
• Object display names: Account, Contact, Job, Salesperson, Customer Reverse Lookup, Invoice Line, Opportunity, Opportunity to job lookup, Payment, Invoice, Sync invoice record sync output (generic name), Sync invoice record sync output (generic name) Line, 50 more and 19 further templates
• Template groups: Account, Invoice, Product, Sales order, CRM Opportunity and Line, Opportunity, Purchase Order, CRM Order and Line, Vendor, CRM Vendor, CRM Ownership

2. 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-contractor-2019.

3. 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 Sage 100 Contractor 2019 → Salesforce template catalogue carries. 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-contractor-2019, 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.