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

CRMPro → Salesforce — Sage 100 Premium: 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-premium.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 100 Premium → 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, Contact, CommercientSF8__AR_CUSTOMER__c, CommercientSF8__SAGE100_SalesPerson__c	SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT, SF_ERP_Salesforce_Clone_AR_SALESPERSON
CRM Opportunity and Line	ERP SO_SALESORDERHEADER, SO_SALESORDERDETAIL data becomes Opportunity, OpportunityLineItem in Salesforce. New records are created and existing ones updated; none are deleted.	Opportunity, OpportunityLineItem	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags, SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL
CRM Quote and Line	The templates push Quote, Opportunity to Salesforce. New records are created and existing ones updated; none are deleted.	Quote, Opportunity	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags, SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL
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.	CommercientSF8__SO_SHIPTOADDRESS__c	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
Product	ERP CI_ITEM data becomes CommercientSF8__SAGE100_CI_Item__c, Product2 in Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE100_CI_Item__c, Product2	SF_ERP_Salesforce_Clone_CI_ITEM
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 and existing ones updated; none are deleted.	CommercientSF8__AR_INVOICEHISTORYHEADER__c, CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c, CommercientSF8__SAGE100_AR_INVOICEHISTORYLOTSERIAL__c, CommercientSF8__AR_INVOICEHISTORYDETAIL__c	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_SALESPERSON, CommercientFlags, SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY
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 and existing ones updated; none 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_AR_CUSTOMER, CommercientFlags, SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, 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_SAGE100PREMIUM_User	1=0	'' / ''	1
Sales Person	CommercientSF8__SAGE100_SalesPerson__c	CommercientSF8__ExternalKey__c	1	vw_SalesPerson	vw_SAGE100PREMIUM_SalesPerson	CommercientSF8__ / __c	—
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	2	vw_Account	vw_SAGE100PREMIUM_Account	'' / ''	—
Customer Master	CommercientSF8__AR_CUSTOMER__c	CommercientSF8__ExternalKey__c	3	vw_Customer	vw_SAGE100PREMIUM_Customer	CommercientSF8__ / __c	—
Customer to Account Reverse Lookup	Account	CommercientSF__Commercient_ArCustomerCode__c	4	vw_CustomerToAccountLookup	vw_SAGE100PREMIUM_CustomerToAccountLookup	'' / ''	—
Item Master	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	5	vw_Item	vw_SAGE100PREMIUM_ItemMaster	CommercientSF8__ / __c	—
Product	Product2	CommercientSF__ExternalKey__c	6	vw_Product	vw_SAGE100PREMIUM_Product	'' / ''	—
Product to Item Master Reverse Lookup	CommercientSF8__SAGE100_CI_Item__c	CommercientSF8__ExternalKeys__c	7	vw_ProductToItemLookup	vw_SAGE100PREMIUM_ProductToItemReverseLookup	CommercientSF8__ / __c	—
Sales Order Header	CommercientSF8__SO_SALESORDERHEADER__c	CommercientSF8__SALESORDERNO__c	11	vw_SalesOrderHeader	vw_SAGE100PREMIUM_SalesOrderHeader	CommercientSF8__ / __c	—
Sales Order Line	CommercientSF8__SO_SALESORDERDETAIL__c	CommercientSF8__ExternalKey__c	12	vw_SalesOrderLine	vw_SAGE100PREMIUM_SalesOrderLine	CommercientSF8__ / __c	—
Sales Order History Header	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	CommercientSF8__ExternalKey__c	13	vw_SalesOrderHistoryHeader	vw_SAGE100PREMIUM_SalesOrderHistoryHeader	CommercientSF8__ / __c	—
Sales Order History Line	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	14	vw_SalesOrderHistoryLine	vw_SAGE100PREMIUM_SalesOrderHistoryLine	CommercientSF8__ / __c	—
Invoice Header	CommercientSF8__AR_INVOICEHISTORYHEADER__c	CommercientSF8__ExternalKey__c	15	vw_InvoiceHeader	vw_SAGE100PREMIUM_InvoiceHeader	CommercientSF8__ / __c	—
Invoice Line	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	CommercientSF8__ExternalKey__c	16	vw_InvoiceLine	vw_SAGE100PREMIUM_InvoiceLine	CommercientSF8__ / __c	—
Contact	Contact	CommercientSF8__ExternalKey__c	17	vw_Contact	vw_SAGE100PREMIUM_Contact	'' / ''	1
Invoice Payment	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	CommercientSF8__ExternalKey__c	17	vw_InvoicePayment	vw_SAGE100PREMIUM_InvoicePayment	CommercientSF8__ / __c	—
Invoice LotSerial	CommercientSF8__SAGE100_AR_INVOICEHISTORYLOTSERIAL__c	CommercientSF8__ExternalKey__c	18	vw_InvoiceLotSerial	vw_SAGE100PREMIUM_InvoiceLotSerial	CommercientSF8__ / __c	—
ShipToAddress	CommercientSF8__SO_SHIPTOADDRESS__c	CommercientSF8__ExternalKey__c	19	vw_ShipToAddress	vw_SAGE100PREMIUM_ShipToAddress	CommercientSF8__ / __c	—
Opportunity Header	Opportunity	ExternalKey__c	23	vw_Opportunity_Header	vw_SAGE100PREMIUM_Opportunity_Header	'' / ''	1
Opportunity Line	OpportunityLineItem	ExternalKey__c	24	vw_Opportunity_Detail	vw_SAGE100PREMIUM_Quote_Line	'' / ''	1
Quote_Header	Quote	ExternalKey__c	25	vw_Quote_Header	vw_SAGE100PREMIUM_Quote_Header	'' / ''	1
Opportunity Header	Opportunity	ExternalKey__c	30	vw_Opportunity_Header	vw_SAGE100US_Opportunity_Header	'' / ''	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, Sync_Batch_Size 200. IsAccountMatching is set on Account. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on GET USER — those rows read records back from Salesforce as well as pushing. On Opportunity Header the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_SAGE100US_Opportunity_Header against vw_SAGE100PREMIUM_Quote_Line), 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_SAGE100PREMIUM_SalesPerson	insert + update	vw_SalesPerson:	—	ExternalKey	SF_ERP_Salesforce_Clone_AR_SALESPERSON
vw_SAGE100PREMIUM_Account	insert + update	vw_Account:	vw_SalesPerson:, vw_SAGE100PREMIUM_User:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100PREMIUM_Customer	insert + update	vw_Customer:	vw_Account:, vw_SalesPerson:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100PREMIUM_CustomerToAccountLookup	insert + update	vw_CustomerToAccountLookup:	vw_Customer:	—	SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100PREMIUM_ItemMaster	insert + update	vw_Item:	—	ExternalKeys	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE100PREMIUM_Product	insert + update	vw_Product:	vw_Item:	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE100PREMIUM_ProductToItemReverseLookup	insert + update	vw_ProductToItemLookup:	vw_Product:	—	SF_ERP_Salesforce_Clone_CI_ITEM
vw_SAGE100PREMIUM_SalesOrderHeader	insert + update	vw_SalesOrderHeader:	vw_Customer:, vw_Account:, vw_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, CommercientFlags
vw_SAGE100PREMIUM_SalesOrderLine	insert + update	vw_SalesOrderLine:	vw_SalesOrderHeader:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100PREMIUM_SalesOrderHistoryHeader	insert + update	vw_SalesOrderHistoryHeader:	vw_Customer:, vw_Account:	—	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, SF_ERP_Salesforce_Clone_AR_CUSTOMER, CommercientFlags
vw_SAGE100PREMIUM_SalesOrderHistoryLine	insert + update	vw_SalesOrderHistoryLine:	vw_SalesOrderHistoryHeader:	—	SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryDetail, SF_ERP_Salesforce_Clone_SO_SalesOrderHistoryHeader, SF_ERP_Salesforce_Clone_AR_CUSTOMER
vw_SAGE100PREMIUM_InvoiceHeader	insert + update	vw_InvoiceHeader:	vw_Customer:, vw_Account:, vw_SalesPerson:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, SF_ERP_Salesforce_Clone_AR_CUSTOMER, SF_ERP_Salesforce_Clone_AR_OPENINVOICE, SF_ERP_Salesforce_Clone_AR_SALESPERSON, CommercientFlags
vw_SAGE100PREMIUM_InvoiceLine	insert + update	vw_InvoiceLine:	vw_InvoiceHeader:, vw_Item:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYDETAIL
vw_SAGE100PREMIUM_Contact	insert + update	vw_Contact:	vw_Account:	CommercientSF8__ExternalKey__c	SF_ERP_Salesforce_Clone_AR_CUSTOMERCONTACT
vw_SAGE100PREMIUM_InvoicePayment	insert + update	vw_InvoicePayment:	vw_Customer:, vw_Account:, vw_InvoiceHeader:	—	SF_ERP_Salesforce_Clone_AR_TRANSACTIONPAYMENTHISTORY, SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYHEADER, A, CommercientFlags
vw_SAGE100PREMIUM_InvoiceLotSerial	insert + update	vw_InvoiceLotSerial:	vw_InvoiceHeader:, vw_InvoiceLine:	—	SF_ERP_Salesforce_Clone_AR_INVOICEHISTORYLOTSERIAL
vw_SAGE100PREMIUM_ShipToAddress	insert + update	vw_ShipToAddress:	vw_SalesPerson:, vw_Account:, vw_Customer:	—	SF_ERP_Salesforce_Clone_SO_SHIPTOADDRESS
vw_SAGE100PREMIUM_Opportunity_Header	insert + update	vw_Opportunity_Header:	vw_Customer:, vw_Account:, vw_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE100PREMIUM_Quote_Line	insert-only	—	vw_Quote_Header:, vw_Product:, vw_Quote_Detail:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER
vw_SAGE100PREMIUM_Quote_Header	insert + update	vw_Quote_Header:	vw_Customer:, vw_Account:, vw_Opportunity_Header:, vw_SalesPerson:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER, CommercientFlags
vw_SAGE100PREMIUM_Quote_Line	insert-only	—	vw_Quote_Header:, vw_Product:, vw_Quote_Detail:	—	SF_ERP_Salesforce_Clone_SO_SALESORDERDETAIL, SF_ERP_Salesforce_Clone_SO_SALESORDERHEADER

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

• 0 — GET USER
• 1 — Sales Person
• 2 — Account
• 3 — Customer Master
• 4 — Customer to Account Reverse Lookup
• 5 — Item Master
• 6 — Product
• 7 — Product to Item Master Reverse Lookup
• 11 — Sales Order Header
• 12 — Sales Order Line
• 13 — Sales Order History Header
• 14 — Sales Order History Line
• 15 — Invoice Header
• 16 — Invoice Line
• 17 — Contact, Invoice Payment
• 18 — Invoice LotSerial
• 19 — ShipToAddress
• 23 — Opportunity Header
• 24 — Opportunity Line
• 25 — Quote_Header
• 30 — Opportunity Header

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_SAGE100PREMIUM_Account reads vw_SalesPerson:, vw_SAGE100PREMIUM_User:
• vw_SAGE100PREMIUM_CustomerToAccountLookup reads vw_Customer:
• vw_SAGE100PREMIUM_Contact reads vw_Account:
• vw_SAGE100PREMIUM_Opportunity_Header reads vw_Customer:, vw_Account:, vw_SalesPerson:
• vw_SAGE100PREMIUM_Quote_Line reads vw_Quote_Header:, vw_Product:, vw_Quote_Detail:; no template in this set writes vw_Quote_Detail:
• vw_SAGE100PREMIUM_Quote_Header reads vw_Customer:, vw_Account:, vw_Opportunity_Header:, vw_SalesPerson:
• vw_SAGE100PREMIUM_Quote_Line reads vw_Quote_Header:, vw_Product:, vw_Quote_Detail:; no template in this set writes vw_Quote_Detail:
• vw_SAGE100PREMIUM_Customer reads vw_Account:, vw_SalesPerson:
• vw_SAGE100PREMIUM_ShipToAddress reads vw_SalesPerson:, vw_Account:, vw_Customer:
• vw_SAGE100PREMIUM_ProductToItemReverseLookup reads vw_Product:
• vw_SAGE100PREMIUM_InvoiceHeader reads vw_Customer:, vw_Account:, vw_SalesPerson:
• vw_SAGE100PREMIUM_InvoicePayment reads vw_Customer:, vw_Account:, vw_InvoiceHeader:
• vw_SAGE100PREMIUM_InvoiceLotSerial reads vw_InvoiceHeader:, vw_InvoiceLine:
• vw_SAGE100PREMIUM_InvoiceLine reads vw_InvoiceHeader:, vw_Item:
• vw_SAGE100PREMIUM_Product reads vw_Item:
• vw_SAGE100PREMIUM_SalesOrderHeader reads vw_Customer:, vw_Account:, vw_SalesPerson:
• vw_SAGE100PREMIUM_SalesOrderLine reads vw_SalesOrderHeader:
• vw_SAGE100PREMIUM_SalesOrderHistoryHeader reads vw_Customer:, vw_Account:
• vw_SAGE100PREMIUM_SalesOrderHistoryLine reads vw_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
Sales Person	CommercientSF8__SAGE100_SalesPerson__c	25	SalespersonDivisionNo, SalespersonNo → CommercientSF8__ExternalKey__c, SalespersonName, SalespersonDivisionNo, SalespersonNo → name, SalespersonDivisionNo → SalespersonDivisionNo, SalespersonNo → SalespersonNo, SalespersonName → SALESPERSONNAME
Account	Account	15	ARDivisionNo, CustomerNo → CommercientSF__Commercient_ArCustomerCode__c, CustomerName, ARDivisionNo, CustomerNo → Name, TelephoneNo → Phone, SalespersonDivisionNo, SalespersonNo → CommercientSF8__SAGE100_SalesPerson__c, AddressLine1, AddressLine2, AddressLine3 → BillingStreet
Customer to Account Reverse Lookup	Account	2	ARDivisionNo,CustomerNo → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF8__Sage_Customer_Record__c
Item Master	CommercientSF8__SAGE100_CI_Item__c	82	ItemCode → CommercientSF8__ExternalKeys__c, ItemCode → CommercientSF8__ItemCode__c, ItemCode → CommercientSF8__Name__c, ItemType → CommercientSF8__ItemType__c, ItemCodeDesc → CommercientSF8__ItemCodeDesc__c
Product	Product2	6	SFDCID → CommercientSF8__SAGE100_CI_ITEM__c, ItemCode → CommercientSF__ExternalKey__c, InactiveItem → IsActive, ItemCodeDesc → Name, ItemCode → ProductCode
Product to Item Master Reverse Lookup	CommercientSF8__SAGE100_CI_Item__c	2	ItemCode → CommercientSF8__ExternalKeys__c, SFDCID → CommercientSF8__Product__c
Sales Order Line	CommercientSF8__SO_SALESORDERDETAIL__c	64	SalesOrderNo, LineKey → CommercientSF8__ExternalKey__c, SFDCID → CommercientSF8__Sage100_Open_Sales_Orders__c, SalesOrderNo, LineKey → Name, SalesOrderNo → CommercientSF8__SALESORDERNO__c, LineKey → CommercientSF8__LINEKEY__c
Sales Order History Header	CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c	88	SalesOrderNo → CommercientSF8__ExternalKey__c, SalesOrderNo → CommercientSF8__Name__c, SFDCID → CommercientSF8__Account__c, SFDCID → CommercientSF8__Customer__c, OrderStatus → CommercientSF8__OrderStatus__c
Sales Order History Line	CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c	63	SalesOrderNo, SequenceNo → CommercientSF8__ExternalKey__c, SalesOrderNo, SequenceNo → CommercientSF8__Name__c, SFDCID → CommercientSF8__Salesorder_History_Header__c, SequenceNo → CommercientSF8__SequenceNo__c, LineKey → CommercientSF8__LineKey__c
Invoice Header	CommercientSF8__AR_INVOICEHISTORYHEADER__c	87	InvoiceNo, HeaderSeqNo → CommercientSF8__ExternalKey__c, InvoiceNo, HeaderSeqNo → Name, ARDivisionNo, CustomerNo → Account, ARDivisionNo, CustomerNo → Sage100_Customer_Record, SalespersonDivisionNo, SalespersonNo → SalesPerson
Invoice Line	CommercientSF8__AR_INVOICEHISTORYDETAIL__c	59	InvoiceNo,HeaderSeqNo,DetailSeqNo → CommercientSF8__ExternalKey__c, InvoiceNo,HeaderSeqNo → CommercientSF8__Sage100_Invoice__c, ItemCode → CommercientSF8__Sage100_Item__c, InvoiceNo → CommercientSF8__INVOICENO__c, HeaderSeqNo → CommercientSF8__HEADERSEQNO__c
Contact	Contact	14	CommercientSF8__ExternalKey → CommercientSF8__ExternalKey__c, AccountID → AccountID, LastName → LastName, FirstName → FirstName, Email → Email
Invoice Payment	CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c	32	SFDCID → Account, SFDCID → Sage100_Customer_Record, SFDCID → Sage100_Invoice, ARDivisionNo → CommercientSF8__ARDivisionNo__c, CustomerNo → CommercientSF8__CustomerNo__c
Invoice LotSerial	CommercientSF8__SAGE100_AR_INVOICEHISTORYLOTSERIAL__c	9	InvoiceNo,HeaderSeqNo,DetailSeqNo,LotSerialNo → CommercientSF8__ExternalKey__c, InvoiceNo → SAGE100Invoices, InvoiceNo,HeaderSeqNo,DetailSeqNo → Sage100_Invoice_Line_Items__c, DetailSeqNo → DETAILSEQNO, HeaderSeqNo → HEADERSEQNO
Opportunity Header	Opportunity	7	SalesOrderNo → ExternalKey__c, SalesOrderNo → Name, SFDCID → AccountId, TaxableAmt → Amount, SFDCID → Pricebook2ID
Opportunity Line	OpportunityLineItem	8	SalesOrderNo, LineKey → ExternalKey__c, SFDCID → QuoteId, SFDCID → Product2Id, SFDCID → PricebookEntryId, PromiseDate → ServiceDate
Quote_Header	Quote	22	SalesOrderNo → ExternalKey__c, SalesOrderNo → Name, T4.SFDCID → OpportunityId, T3.SFDCID → SAGE100_SalesPerson__c, T5.SFDCID → SAGE100V5_Term__c
Opportunity Header	Opportunity	8	SalesOrderNo, LineKey → ExternalKey__c, SFDCID → QuoteId, SFDCID → Product2Id, SFDCID → PricebookEntryId, PromiseDate → ServiceDate

6. Community templates

The catalogue carries 104 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: 104
• Default operations: insert on 104, update on 104, delete on 104
• Marked circular-sync: 1
• Licence groups they span: 13
• Destination objects: Account, CommercientSF8__SAGE100_CI_Item__c, CommercientSF8__AR_INVOICEHISTORYHEADER__c, Product2, CommercientSF8__AR_CUSTOMER__c, CommercientSF8__AR_INVOICEHISTORYDETAIL__c, PriceBookEntry, CommercientSF8__SAGE100_AR_INVOICEHISTORYLOTSERIAL__c, CommercientSF8__SAGE100_SALESORDERHISTORYDETAIL__c, CommercientSF8__SAGE100_SALESORDERHISTORYHEADER__c, CommercientSF8__SAGE100_SalesPerson__c, CommercientSF8__SO_SHIPTOADDRESS__c, Contact, CommercientSF8__AR_TRANSACTIONPAYMENTHISTORY__c, CommercientSF8__SO_SALESORDERDETAIL__c, CommercientSF8__SO_SALESORDERHEADER__c, CommercientSF8__SAGE100_ItemWarehouse__c, CommercientSF8__SO_LotSerialHistory__c, OpportunityLineItem, PricebookEntry and 12 more
• Object display names: Product to Item Master Reverse Lookup, Account, Customer to Account Reverse Lookup, Customer Master, Invoice Header, Invoice Line, Product, Contact, Invoice LotSerial, Item Master, Sales Order History Header, Sales Order History Line and 28 more
• Template groups: Account, Product, Invoice, Salesorder, Customer Multi Ship Addresses, CRM Opportunity and Line, CRM Quote and Line, Invoice History Headers

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_SAGE100PREMIUM_User
• vw_Account
• vw_CustomerToAccountLookup
• vw_Contact
• vw_Opportunity_Header
• vw_Opportunity_Detail
• vw_Quote_Header
• vw_Customer
• vw_ShipToAddress
• vw_Item
• vw_ProductToItemLookup
• vw_InvoiceHeader
• vw_InvoicePayment
• vw_InvoiceLotSerial
• vw_InvoiceLine
• vw_Product
• vw_SalesOrderHeader
• vw_SalesOrderLine
• vw_SalesOrderHistoryHeader
• vw_SalesOrderHistoryLine
• vw_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 Premium → 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.