CRMPro → Salesforce — Sage 500: what the shipped templates set up

CRMPro → Salesforce — Sage 500: 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-500.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage 500 → 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
Sage500 Ship Methods	The templates push CommercientSF8__SAGE500_ShipMethod__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE500_ShipMethod__c	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tciShipMethod
Sage500 Customer Sales Hist	The templates push CommercientSF8__SAGE500_CustSalesHist__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE500_CustSalesHist__c	SF_ERP_Salesforce_Clone_tarCustSalesHist, CommercientFlags
Sage500 UnitMeasure	The templates push CommercientSF8__SAGE500_UnitMeasure__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE500_UnitMeasure__c	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tciUnitMeasure
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__SAGE500_customer__c, CommercientSF8__SAGE500_Salesperson__c, CommercientSF8__SAGE500_SalesTeam__c, CommercientSF8__SAGE500_SalesTeamMember__c	SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tarCustAddr, SF_ERP_Salesforce_Clone_tciAddress, SF_ERP_Salesforce_Clone_tciContact, SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString
Customer Class Details	Your ERP system divides your Customers into groupings, or ‘classes’. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE500_CustClass__c	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarCustClass, SF_ERP_Salesforce_Clone_StgCustClass, SF_ERP_Salesforce_Clone_tciFOB, SF_ERP_Salesforce_Clone_tciPaymentTerms
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__SAGE500_Address__c, CommercientSF8__SAGE500_CustAddr__c	SF_ERP_Salesforce_Clone_tciAddress, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarCustAddr, SF_ERP_Salesforce_Clone_tarCommPlan
Product	The templates push CommercientSF8__SAGE500_Warehouse__c, CommercientSF8__SAGE500_Item__c, CommercientSF8__SAGE500_Inventory__c to Salesforce. New records are created and existing ones updated; none are deleted.	CommercientSF8__SAGE500_Warehouse__c, CommercientSF8__SAGE500_Item__c, CommercientSF8__SAGE500_Inventory__c, Product2	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_timWarehouse, CommercientFlags, SF_ERP_Salesforce_Clone_timItem, SF_ERP_Salesforce_Clone_timItem_wri
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__SAGE500_Invoice__c, CommercientSF8__SAGE500_InvoiceDetl__c	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarInvoice, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tciBatchLog, SF_ERP_Salesforce_Clone_tciAddress
Pricebook	The templates push PricebookEntry, PriceBookEntry to Salesforce. New records are created and existing ones updated; none are deleted.	PricebookEntry, PriceBookEntry	SF_ERP_Salesforce_Clone_timItem
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__SAGE500_SalesOrder__c, CommercientSF8__SAGE500_SOLine__c	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tsoSalesOrder, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tarCustomer_pss, SF_ERP_Salesforce_Clone_tarSalesTeam

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_SAGE500_User	1=0	'' / ''	1
Sage500 Address	CommercientSF8__SAGE500_Address__c	CommercientSF8__ExternalKey__c	1	vw_SAGE500_Address	vw_SAGE500_Address	CommercientSF8__ / __c	1
Sage500 Salesperson	CommercientSF8__SAGE500_Salesperson__c	CommercientSF8__ExternalKey__c	2	vw_SAGE500_Salesperson	vw_SAGE500_Salesperson	CommercientSF8__ / __c	1
Account	Account	CommercientSF__Commercient_ArCustomerCode__c	3	vw_SAGE500_Account	vw_SAGE500_Account	'' / ''	1
Sage500 Customer	CommercientSF8__SAGE500_customer__c	CommercientSF8__ExternalKey__c	4	vw_SAGE500_Customer	vw_SAGE500_Customer	CommercientSF8__ / __c	1
Customer Reverse Lookup Account	Account	CommercientSF__Commercient_ArCustomerCode__c	5	vw_SAGE500_CustomerToAccountLookup	vw_SAGE500_CustomerToAccountLookup	'' / ''	1
Sage500 Customer Address	CommercientSF8__SAGE500_CustAddr__c	CommercientSF8__ExternalKey__c	6	vw_SAGE500_CustomerAddress	vw_SAGE500_CustomerAddress	CommercientSF8__ / __c	1
Sage500 Ship Methods	CommercientSF8__SAGE500_ShipMethod__c	CommercientSF8__ExternalKey__c	7	vw_SAGE500_ShipMethod	vw_SAGE500_ShipMethod	CommercientSF8__ / __c	1
Contact	Contact	CommercientSF8__ExternalKey__c	7	vw_SAGE500_Contact	vw_SAGE500_Contact	'' / ''	1
Sage500 Customer Class	CommercientSF8__SAGE500_CustClass__c	CommercientSF8__ExternalKey__c	8	vw_SAGE500_CustomerClass	vw_SAGE500_CustomerClass	CommercientSF8__ / __c	1
Sage500 Customer Sales Hist	CommercientSF8__SAGE500_CustSalesHist__c	CommercientSF8__ExternalKey__c	9	vw_SAGE500_CustomerSalesHistory	vw_SAGE500_CustomerSalesHistory	CommercientSF8__ / __c	1
Sage500 Sales Team	CommercientSF8__SAGE500_SalesTeam__c	CommercientSF8__ExternalKey__c	10	vw_SAGE500_SalesTeam	vw_SAGE500_SalesTeam	CommercientSF8__ / __c	1
Sage500 Sales Team Member	CommercientSF8__SAGE500_SalesTeamMember__c	CommercientSF8__ExternalKey__c	11	vw_SAGE500_SalesTeamMember	vw_SAGE500_SalesTeamMember	CommercientSF8__ / __c	1
Sage500 Warehouse	CommercientSF8__SAGE500_Warehouse__c	CommercientSF8__ExternalKey__c	12	vw_SAGE500_Warehouse	vw_SAGE500_Warehouse	CommercientSF8__ / __c	1
Product	Product2	CommercientSF__ExternalKey__c	13	vw_SAGE500_Product	vw_SAGE500_Product	'' / ''	1
Create Standard PriceBook	PricebookEntry	ExternalKey__C	14	vw_SAGE500_StandardPriceBook	vw_SAGE500_StandardPriceBook	'' / ''	1
Update Standard Pricebook	PriceBookEntry	ExternalKey__C	15	vw_SAGE500_StandardPriceBook	vw_SAGE500_StandardPriceBook_Update	'' / ''	1
Sage500 Item	CommercientSF8__SAGE500_Item__c	CommercientSF8__ExternalKey__c	16	vw_SAGE500_Item	vw_SAGE500_Item	CommercientSF8__ / __c	1
Item Reverse Lookup Product	Product2	CommercientSF__ExternalKey__c	17	vw_SAGE500_ItemToProductLookup	vw_SAGE500_ItemToProductLookup	'' / ''	1
Sage500 UnitMeasure	CommercientSF8__SAGE500_UnitMeasure__c	CommercientSF8__ExternalKey__c	18	vw_SAGE500_UnitMeasure	vw_SAGE500_UnitMeasure	CommercientSF8__ / __c	1
Sage500 Inventory	CommercientSF8__SAGE500_Inventory__c	CommercientSF8__ExternalKey__c	19	vw_SAGE500_Inventory	vw_SAGE500_Inventory	CommercientSF8__ / __c	1
Sage500 SalesOrder	CommercientSF8__SAGE500_SalesOrder__c	CommercientSF8__ExternalKey__c	20	vw_SAGE500_SalesOrder	vw_SAGE500_SalesOrder	CommercientSF8__ / __c	1
Sage500 SalesOrderLine	CommercientSF8__SAGE500_SOLine__c	CommercientSF8__ExternalKey__c	21	vw_SAGE500_SalesOrderLine	vw_SAGE500_SalesOrderLine	CommercientSF8__ / __c	1
Sage500 Invoice	CommercientSF8__SAGE500_Invoice__c	CommercientSF8__ExternalKey__c	22	vw_SAGE500_Invoice	vw_SAGE500_Invoice	CommercientSF8__ / __c	1
Sage500 Invoice Detail	CommercientSF8__SAGE500_InvoiceDetl__c	CommercientSF8__ExternalKey__c	23	vw_SAGE500_InvoiceDetail	vw_SAGE500_InvoiceDetail	CommercientSF8__ / __c	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. 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.

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_SAGE500_Address		vw_SAGE500_Address:	—	ExternalKey	SF_ERP_Salesforce_Clone_tciAddress, SF_ERP_Salesforce_Clone_tarCustomer
vw_SAGE500_Salesperson	insert + update	vw_SAGE500_Salesperson:	vw_SAGE500_Address:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarSalesperson
vw_SAGE500_Account		vw_SAGE500_Account:	—	—	SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tarCustAddr, SF_ERP_Salesforce_Clone_tciAddress
vw_SAGE500_Customer	insert + update	vw_SAGE500_Customer:	vw_SAGE500_Account:, vw_SAGE500_Address:, vw_SAGE500_Salesperson:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tarCustAddr, SF_ERP_Salesforce_Clone_tciAddress
vw_SAGE500_CustomerToAccountLookup	insert + update	vw_SAGE500_CustomerToAccountLookup:	vw_SAGE500_Customer:	—	SF_ERP_Salesforce_Clone_tarCustomer
vw_SAGE500_CustomerAddress	insert + update	vw_SAGE500_CustomerAddress:	vw_SAGE500_Customer:, vw_SAGE500_Account:, vw_SAGE500_Address:, vw_SAGE500_Salesperson:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarCustAddr, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tciAddress
vw_SAGE500_ShipMethod	insert + update	vw_SAGE500_ShipMethod:	—	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tciShipMethod
vw_SAGE500_Contact	insert + update	vw_SAGE500_Contact:	vw_SAGE500_Account:	—	SF_ERP_Salesforce_Clone_tciContact, SF_ERP_Salesforce_Clone_tarCustomer
vw_SAGE500_CustomerClass	insert + update	vw_SAGE500_CustomerClass:	vw_SAGE500_Salesperson:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarCustClass, SF_ERP_Salesforce_Clone_StgCustClass, SF_ERP_Salesforce_Clone_tciFOB
vw_SAGE500_CustomerSalesHistory	insert + update	vw_SAGE500_CustomerSalesHistory:	vw_SAGE500_Customer:, vw_SAGE500_CustomerAddress:, vw_SAGE500_CustomerClass:	ExternalKey	SF_ERP_Salesforce_Clone_tarCustSalesHist, CommercientFlags
vw_SAGE500_SalesTeam	insert + update	vw_SAGE500_SalesTeam:	—	ExternalKey	SF_ERP_Salesforce_Clone_tarSalesTeam
vw_SAGE500_SalesTeamMember	insert + update	vw_SAGE500_SalesTeamMember:	vw_SAGE500_SalesTeam:, vw_SAGE500_Salesperson:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarSalesTeamMember
vw_SAGE500_Warehouse	insert + update	vw_SAGE500_Warehouse:	—	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_timWarehouse, CommercientFlags
vw_SAGE500_Product	insert + update	vw_SAGE500_Product:	—	CommercientSF__ExternalKey__c	SF_ERP_Salesforce_Clone_timItem, SF_ERP_Salesforce_Clone_timWarehouse, SF_ERP_Salesforce_Clone_timItemDescription
vw_SAGE500_StandardPriceBook	insert + update	vw_SAGE500_StandardPriceBook:	vw_SAGE500_Product:	—	SF_ERP_Salesforce_Clone_timItem
vw_SAGE500_StandardPriceBook_Update	insert + update	vw_SAGE500_StandardPriceBook:	vw_SAGE500_Product:	—	SF_ERP_Salesforce_Clone_timItem
vw_SAGE500_Item	insert + update	vw_SAGE500_Item:	vw_SAGE500_Product:, vw_SAGE500_UnitMeasure:, vw_SAGE500_Warehouse:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_timItem, SF_ERP_Salesforce_Clone_timWarehouse, SF_ERP_Salesforce_Clone_timItem_wri
vw_SAGE500_ItemToProductLookup	insert + update	vw_SAGE500_ItemToProductLookup:	vw_SAGE500_Item:	—	SF_ERP_Salesforce_Clone_timItem
vw_SAGE500_UnitMeasure	insert + update	vw_SAGE500_UnitMeasure:	—	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tciUnitMeasure
vw_SAGE500_Inventory	insert + update	vw_SAGE500_Inventory:	vw_SAGE500_Warehouse:, vw_SAGE500_Item:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_timInventory, SF_ERP_Salesforce_Clone_timWarehouse, SF_ERP_Salesforce_Clone_timInvtBinList
vw_SAGE500_SalesOrder	insert + update	vw_SAGE500_SalesOrder:	vw_SAGE500_Account:, vw_SAGE500_Customer:, vw_SAGE500_Address:, vw_SAGE500_ShipMethod:, vw_SAGE500_Salesperson:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tsoSalesOrder, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tarCustomer_pss
vw_SAGE500_SalesOrderLine	insert + update	vw_SAGE500_SalesOrderLine:	vw_SAGE500_SalesOrder:, vw_SAGE500_Address:, vw_SAGE500_Item:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tsoSalesOrder, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tarCustomer_pss
vw_SAGE500_Invoice	insert + update	vw_SAGE500_Invoice:	vw_SAGE500_Account:, vw_SAGE500_Customer:, vw_SAGE500_Address:, vw_SAGE500_ShipMethod:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarInvoice, SF_ERP_Salesforce_Clone_tarCustomer, SF_ERP_Salesforce_Clone_tciBatchLog
vw_SAGE500_InvoiceDetail	insert + update	vw_SAGE500_InvoiceDetail:	vw_SAGE500_Invoice:, vw_SAGE500_Address:, vw_SAGE500_Item:	ExternalKey	SF_ERP_Salesforce_Clone_tsmListValidation, SF_ERP_Salesforce_Clone_tsmLocalString, SF_ERP_Salesforce_Clone_tarInvoiceDetl, SF_ERP_Salesforce_Clone_tarInvoice, SF_ERP_Salesforce_Clone_timItem

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

• 0 — GET USER
• 1 — Sage500 Address
• 2 — Sage500 Salesperson
• 3 — Account
• 4 — Sage500 Customer
• 5 — Customer Reverse Lookup Account
• 6 — Sage500 Customer Address
• 7 — Sage500 Ship Methods, Contact
• 8 — Sage500 Customer Class
• 9 — Sage500 Customer Sales Hist
• 10 — Sage500 Sales Team
• 11 — Sage500 Sales Team Member
• 12 — Sage500 Warehouse
• 13 — Product
• 14 — Create Standard PriceBook
• 15 — Update Standard Pricebook
• 16 — Sage500 Item
• 17 — Item Reverse Lookup Product
• 18 — Sage500 UnitMeasure
• 19 — Sage500 Inventory
• 20 — Sage500 SalesOrder
• 21 — Sage500 SalesOrderLine
• 22 — Sage500 Invoice
• 23 — Sage500 Invoice Detail

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_SAGE500_CustomerSalesHistory reads vw_SAGE500_Customer:, vw_SAGE500_CustomerAddress:, vw_SAGE500_CustomerClass:
• vw_SAGE500_CustomerToAccountLookup reads vw_SAGE500_Customer:
• vw_SAGE500_Contact reads vw_SAGE500_Account:
• vw_SAGE500_Customer reads vw_SAGE500_Account:, vw_SAGE500_Address:, vw_SAGE500_Salesperson:
• vw_SAGE500_CustomerClass reads vw_SAGE500_Salesperson:
• vw_SAGE500_CustomerAddress reads vw_SAGE500_Customer:, vw_SAGE500_Account:, vw_SAGE500_Address:, vw_SAGE500_Salesperson:
• vw_SAGE500_Item reads vw_SAGE500_Product:, vw_SAGE500_UnitMeasure:, vw_SAGE500_Warehouse:
• vw_SAGE500_Inventory reads vw_SAGE500_Warehouse:, vw_SAGE500_Item:
• vw_SAGE500_Invoice reads vw_SAGE500_Account:, vw_SAGE500_Customer:, vw_SAGE500_Address:, vw_SAGE500_ShipMethod:
• vw_SAGE500_InvoiceDetail reads vw_SAGE500_Invoice:, vw_SAGE500_Address:, vw_SAGE500_Item:
• vw_SAGE500_StandardPriceBook reads vw_SAGE500_Product:
• vw_SAGE500_StandardPriceBook_Update reads vw_SAGE500_Product:
• vw_SAGE500_ItemToProductLookup reads vw_SAGE500_Item:
• vw_SAGE500_SalesOrder reads vw_SAGE500_Account:, vw_SAGE500_Customer:, vw_SAGE500_Address:, vw_SAGE500_ShipMethod:, vw_SAGE500_Salesperson:
• vw_SAGE500_SalesOrderLine reads vw_SAGE500_SalesOrder:, vw_SAGE500_Address:, vw_SAGE500_Item:
• vw_SAGE500_Salesperson reads vw_SAGE500_Address:
• vw_SAGE500_SalesTeamMember reads vw_SAGE500_SalesTeam:, vw_SAGE500_Salesperson:

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
Sage500 Address	CommercientSF8__SAGE500_Address__c	20	AddrKey → CommercientSF8__ExternalKey__c, AddrKey → CommercientSF8__Name__c, AddrLine1 → CommercientSF8__AddrLine1__c, AddrLine2 → CommercientSF8__AddrLine2__c, AddrLine3 → CommercientSF8__AddrLine3__c
Sage500 Salesperson	CommercientSF8__SAGE500_Salesperson__c	18	SperKey → CommercientSF8__ExternalKey__c, AddrKey → CommercientSF8__Address__c, CompanyID → CompanyID, CRMUserID → CRMUserID, EMailAddr → EMailAddr
Account	Account	13	CustID → CommercientSF__Commercient_ArCustomerCode__c, CustName → Name, AddrLine1, AddrLine2, AddrLine3 → BillingStreet, City → BillingCity, StateID → BillingState
Sage500 Customer	CommercientSF8__SAGE500_customer__c	81	CustID → CommercientSF8__ExternalKey__c, SFDCID → CommercientSF8__Account__c, SFDCID → CommercientSF8__Address__c, SFDCID → CommercientSF8__Salesperson__c, ActiveStatus → CommercientSF8__ActiveStatus__c
Customer Reverse Lookup Account	Account	2	CustID → CommercientSF__Commercient_ArCustomerCode__c, SFDCID → CommercientSF8__SAGE500_Customer_Record__c
Sage500 Customer Address	CommercientSF8__SAGE500_CustAddr__c	52	BackOrdPrice → CommercientSF8__BackOrdPriceValue__c, CarrierBillMeth → CommercientSF8__CarrierBillMethValue__c, CreateType → CommercientSF8__CreateTypeValue__c, FreightMethod → CommercientSF8__FreightMethodValue__c, PriceBase → CommercientSF8__PriceBaseValue__c
Sage500 Ship Methods	CommercientSF8__SAGE500_ShipMethod__c	23	CalcMeth → CommercientSF8__CalcMethValue__c, ShipMethKey → CommercientSF8__ExternalKey__c, CalcUnit → CommercientSF8__CalcUnit__c, CompanyID → CommercientSF8__CompanyID__c, ShipMethDesc → CommercientSF8__ShipMethDesc__c
Contact	Contact	7	CommercientSF8__ExternalKey → CommercientSF8__ExternalKey__c, LastName → LastName, Email → Email, AccountId → AccountId, Title → Title
Sage500 Customer Class	CommercientSF8__SAGE500_CustClass__c	63	BillingType → CommercientSF8__BillingTypeValue__c, CreateType → CommercientSF8__CreateTypeValue__c, CreditLimitAgeCat → CommercientSF8__CreditLimitAgeCatValue__c, FOBID → CommercientSF8__FOBID__c, PmtTermsID → CommercientSF8__PmtTermsID__c
Sage500 Customer Sales Hist	CommercientSF8__SAGE500_CustSalesHist__c	19	CustClassKey, CustKey, PostDate, ShipToCustAddrKey → CommercientSF8__ExternalKey__c, SFDCID → Customer_Record, SFDCID → Customer_Address, SFDCID → Customer_Class, FiscYear → FiscYear
Sage500 Sales Team	CommercientSF8__SAGE500_SalesTeam__c	7	SalesTeamKey → CommercientSF8__ExternalKey__c, CompanyID → CommercientSF8__CompanyID__c, SalesTeamID → CommercientSF8__SalesTeamID__c, Description → Name, Description → Description
Sage500 Sales Team Member	CommercientSF8__SAGE500_SalesTeamMember__c	11	SalesTeamMemberKey → CommercientSF8__ExternalKey__c, SalesTeamMemberKey → CommercientSF8__Name__c, SalesTeamKey → CommercientSF8__SalesTeam__c, SperKey → CommercientSF8__Salesperson__c, CanProcessTeamTrans → CommercientSF8__CanProcessTeamTrans__c
Sage500 Warehouse	CommercientSF8__SAGE500_Warehouse__c	68	WhseKey → CommercientSF8__ExternalKey__c, CompanyID → CommercientSF8__CompanyID__c, Description → CommercientSF8__Description__c, ImmedPickPrinterDest → CommercientSF8__ImmedPickPrinterDest__c, ImmedInvcPrinterDest → CommercientSF8__ImmedInvcPrinterDest__c
Product	Product2	6	ItemID → CommercientSF__ExternalKey__c, ItemID → ProductCode, Description → CommercientSF__Default_Warehouse__c, ShortDesc → Name, LongDesc → Description
Create Standard PriceBook	PricebookEntry	3	ItemID → ExternalKey__c, ItemID → Product2ID, StdPrice → UnitPrice
Update Standard Pricebook	PriceBookEntry	3	ItemID → ExternalKey__c, IsActive → IsActive, StdPrice → UnitPrice
Sage500 Item	CommercientSF8__SAGE500_Item__c	64	CommodityCodeID → CommercientSF8__CommodityCode__c, AdjQtyRoundMeth → CommercientSF8__AdjQtyRoundMeth__c, CreateType → CommercientSF8__CreateType__c, ItemType → CommercientSF8__ItemType__c, Status → CommercientSF8__Status__c
Item Reverse Lookup Product	Product2	2	ItemID → CommercientSF__ExternalKey__c, SFDCID → CommercientSF8__SAGE500_Item__c
Sage500 UnitMeasure	CommercientSF8__SAGE500_UnitMeasure__c	8	MeasType → CommercientSF8__MeasTypeValue__c, UnitMeasKey → CommercientSF8__ExternalKey__c, CompanyID → CommercientSF8__CompanyID__c, UnitMeasID → CommercientSF8__UnitMeasID__c, MeasType → CommercientSF8__MeasType__c
Sage500 Inventory	CommercientSF8__SAGE500_Inventory__c	69	CreateType → CommercientSF8__CreateTypeValue__c, PickMethod → CommercientSF8__PickMethodValue__c, ReordMeth → CommercientSF8__ReordMethValue__c, Status → CommercientSF8__StatusValue__c, ItemKey, WhseKey → CommercientSF8__ExternalKey__c
Sage500 SalesOrder	CommercientSF8__SAGE500_SalesOrder__c	92	CreateType → CommercientSF8__CreateTypeValue__c, DfltDeliveryMeth → CommercientSF8__DfltDeliveryMethValue__c, FreightMethod → CommercientSF8__FreightMethodValue__c, Status → CommercientSF8__StatusValue__c, CustID → CommercientSF8__CustID__c
Sage500 SalesOrderLine	CommercientSF8__SAGE500_SOLine__c	72	SOLineKey → CommercientSF8__ExternalKey__c, Name → CommercientSF8__Name__c, SOKey → CommercientSF8__SalesOrder__c, BillToAddrKey → CommercientSF8__Bill_To_Address__c, DfltShipToAddrKey → CommercientSF8__ShipToAddress__c
Sage500 Invoice	CommercientSF8__SAGE500_Invoice__c	69	CreateType → CommercientSF8__CreateTypeValue__c, SourceModule → CommercientSF8__SourceModuleValue__c, Status → CommercientSF8__StatusValue__c, InvcKey → CommercientSF8__ExternalKey__c, InvcKey → CommercientSF8__Name__c
Sage500 Invoice Detail	CommercientSF8__SAGE500_InvoiceDetl__c	58	CommBase → CommercientSF8__CommBaseValue__c, RtrnType → CommercientSF8__RtrnTypeValue__c, CustID → CommercientSF8__CustID__c, CustClassID → CommercientSF8__CustClassID__c, CustClassName → CommercientSF8__CustClassName__c

6. Community templates

The catalogue carries 135 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: 135
• Default operations: insert on 135, update on 135, delete on 135
• Marked circular-sync: 3
• Licence groups they span: 14
• Destination objects: Account, Product2, CommercientSF8__SAGE500_SalesOrder__c, CommercientSF8__SAGE500_customer__c, CommercientSF8__SAGE500_Address__c, CommercientSF8__SAGE500_Invoice__c, CommercientSF8__SAGE500_InvoiceDetl__c, CommercientSF8__SAGE500_Item__c, CommercientSF8__SAGE500_SOLine__c, Contact, PriceBookEntry, CommercientSF8__SAGE500_CustAddr__c, CommercientSF8__SAGE500_Salesperson__c, CommercientSF8__SAGE500_Warehouse__c, CommercientSF8__SAGE500_Inventory__c, CommercientSF8__SAGE500_Shipment__c, CommercientSF8__SAGE500_ShipMethod__c, CommercientSF8__SAGE500_CustClass__c, CommercientSF8__SAGE500_CustSalesHist__c, CommercientSF8__SAGE500_ShipLine__c, 13 more and 17 custom objects
• Object display names: Account, Customer Reverse Lookup Account, Sage500 Address, Sage500 Customer, Sage500 SalesOrder, Item Reverse Lookup Product, Product, Sage500 Invoice, Sage500 Invoice Detail, Sage500 Item, Sage500 SalesOrderLine, Sage500 Customer Address, 66 more and 19 further templates
• Template groups: Account, Product, Customer Multi Ship Addresses, Salesorder, Invoice, CRM Opportunity and Line, Opportunity, Pricebook

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_SAGE500_ShipMethod
• vw_SAGE500_CustomerSalesHistory
• vw_SAGE500_UnitMeasure
• vw_SAGE500_User
• vw_SAGE500_Account
• vw_SAGE500_CustomerToAccountLookup
• vw_SAGE500_Contact
• vw_SAGE500_Customer
• vw_SAGE500_CustomerClass
• vw_SAGE500_Address
• vw_SAGE500_CustomerAddress
• vw_SAGE500_Warehouse
• vw_SAGE500_Item
• vw_SAGE500_Inventory
• vw_SAGE500_Invoice
• vw_SAGE500_InvoiceDetail
• vw_SAGE500_StandardPriceBook
• vw_SAGE500_Product
• vw_SAGE500_ItemToProductLookup
• vw_SAGE500_SalesOrder
• vw_SAGE500_SalesOrderLine
• vw_SAGE500_Salesperson
• vw_SAGE500_SalesTeam
• vw_SAGE500_SalesTeamMember

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 500 → 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.