Source ERP · 89 of 105

CRMPro → Salesforce — Sage BusinessWorks 2013/2015: what the shipped templates set up

Read it in the terminal with "dlake skills show dlake-crmpro-salesforce/erps/sage-businessworks-2013-2015". It extends the dlake-crmpro-salesforce skill, which holds what is true whatever the source ERP.

CRMPro → Salesforce — Sage BusinessWorks 2013/2015: 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-businessworks-2013-2015.md, and that skill’s ERP table is what points at it. What follows is only what the shipped Sage BusinessWorks 2013/2015 → Salesforce templates themselves set, read from their Insert_Query, CreateViewQuery and MappingJson. This page grows as the catalogue does.

1. What the templates deliver

GroupBusiness outcomeObjectsSource tables and views
SYNC PARTERP ICPART data becomes CommercientSF8__ICPart__c in Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF8__ICPart__cSF_ERP_Salesforce_Clone_ICPart
AccountIn 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, CommercientSF8__SAGEBUSINESSWORK_ARTerms__c, CommercientSF8__SAGEBUSINESSWORK_ARCustomer__cSF_ERP_Salesforce_Clone_ARCustomer, SF_ERP_Salesforce_Clone_ARTerms
ProductERP OELINEITEM, OEINVOICE, ARINVOICE data becomes CommercientSF8__SAGEBUSINESSWORK_OELineItem__c, Product2 in Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF8__SAGEBUSINESSWORK_OELineItem__c, Product2SF_ERP_Salesforce_Clone_OELineItem, SF_ERP_Salesforce_Clone_OEInvoice, SF_ERP_Salesforce_Clone_ARInvoice, SF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICProductLine
InvoiceBoth 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__SAGEBUSINESSWORK_OEInvoice__cSF_ERP_Salesforce_Clone_OEInvoice, SF_ERP_Salesforce_Clone_ARCustomer, SF_ERP_Salesforce_Clone_ARInvoice
PricebookERP ICPART, ICPARTPRICE data becomes PricebookEntry, Pricebookentry, pricebookentry in Salesforce. New records are created and existing ones updated; none are deleted.PricebookEntry, Pricebookentry, pricebookentrySF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICPartPrice
OpportunityERP OEQUOTE, ARCUSTOMER data becomes CommercientSF8__OEQuote__c in Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF8__OEQuote__cSF_ERP_Salesforce_Clone_OEQuote, SF_ERP_Salesforce_Clone_ARCustomer
QuoteLineERP OELINEITEM, OESALESORDER data becomes CommercientSF8__SAGEBUSINESSWORK_OELineItem__c in Salesforce. New records are created and existing ones updated; none are deleted.CommercientSF8__SAGEBUSINESSWORK_OELineItem__cSF_ERP_Salesforce_Clone_OELineItem, SF_ERP_Salesforce_Clone_OESalesOrder
SalesorderCommercient 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__OESalesOrder__c, CommercientSF8__SAGEBUSINESSWORK_OELineItem__cSF_ERP_Salesforce_Clone_OESalesOrder, SF_ERP_Salesforce_Clone_ARCustomer, SF_ERP_Salesforce_Clone_OELineItem

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 nameCRM_Object_API_NameCRM_PK_API_NameSync_OrderTimeStamp_PrefixSQL_Query targetfield prefix / postfix
SYNC ACCOUNTAccountCommercientSF__Commercient_ArCustomerCode__c1vw_SAGEBUSINESSWORKS_Accountvw_SAGEBUSINESSWORKS_Account'' / ''
SYNC ARCUSTOMERCommercientSF8__SAGEBUSINESSWORK_ARCustomer__cCommercientSF8__ExternalKey__c2vw_SAGEBUSINESSWORKS_ARCustomervw_SAGEBUSINESSWORKS_ARCustomerCommercientSF8__ / __c
SYNC ARTERMSCommercientSF8__SAGEBUSINESSWORK_ARTerms__cCommercientSF8__ExternalKey__c5vw_SAGEBUSINESSWORKS_ARTermsvw_SAGEBUSINESSWORKS_ARTermsCommercientSF8__ / __c
SYNC OEINVOICECommercientSF8__SAGEBUSINESSWORK_OEInvoice__cCommercientSF8__ExternalKey__c6vw_SAGEBUSINESSWORKS_OEInvoicevw_SAGEBUSINESSWORKS_OEInvoiceCommercientSF8__ / __c
SYNC OELINEITEMCommercientSF8__SAGEBUSINESSWORK_OELineItem__cCommercientSF8__ExternalKey__c7vw_SAGEBUSINESSWORKS_OELineItemvw_SAGEBUSINESSWORKS_OELineItemCommercientSF8__ / __c
SYNC PRODUCTProduct2CommercientSF__Externalkey__c8vw_SAGEBUSINESSWORKS_Productvw_SAGEBUSINESSWORKS_Product'' / ''
SYNC PARTCommercientSF8__ICPart__cCommercientSF8__ExternalKey__c9vw_SAGEBUSINESSWORKS_ICPartvw_SAGEBUSINESSWORKS_ICPartCommercientSF8__ / __c
PRODUCT REVERSE LOOKUPProduct2CommercientSF__Externalkey__c10vw_SAGEBUSINESSWORKS_ProductToPartLookupvw_SAGEBUSINESSWORKS_ProductToPartLookup'' / ''
ACCOUNT REVERSE LOOKUPAccountCommercientSF__Commercient_ArCustomerCode__c11vw_SAGEBUSINESSWORKS_CustomerToAccountLookupvw_SAGEBUSINESSWORKS_CustomerToAccountLookup'' / ''
PRICE BOOK ENTRY CREATEPricebookEntryExternalkey__c12vwProductPriceBookvw_ProductPriceBookCreate'' / ''
PRICE BOOK ENTRY UPDATEPricebookentryExternalkey__c13vwProductPriceBookvw_ProductPriceBookUpdate'' / ''
CUSTOM PRICE BOOK ENTRY CREATEPricebookEntryExternalkey__c14vwProductPriceBookvw_ProductCustomPriceBookCreate'' / ''
CUSTOM PRICE BOOK ENTRY UPDATEpricebookentryExternalkey__c15vwProductPriceBookvw_ProductCustomPriceBookUpdate'' / ''
SYNC OE SALES ORDERCommercientSF8__OESalesOrder__cCommercientSF8__ExternalKey__c16vw_SAGEBUSINESSWORKS_OESalesOrdervw_SAGEBUSINESSWORKS_OESalesOrderCommercientSF8__ / __c
SYNC OE SALES ORDER LINECommercientSF8__SAGEBUSINESSWORK_OELineItem__cCommercientSF8__ExternalKey__c17vw_SAGEBUSINESSWORKS_OrderLinesvw_SAGEBUSINESSWORKS_OrderLinesCommercientSF8__ / __c
SYNC QUOTECommercientSF8__OEQuote__cCommercientSF8__ExternalKey__c18vw_SAGEBUSINESSWORKS_OEQuotevw_SAGEBUSINESSWORKS_OEQuoteCommercientSF8__ / __c
SYNC QUOTE LINECommercientSF8__SAGEBUSINESSWORK_OELineItem__cCommercientSF8__ExternalKey__c19vw_SAGEBUSINESSWORKS_QuoteLinesvw_SAGEBUSINESSWORKS_QuoteLinesCommercientSF8__ / __c

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_Delete_Records 0, IsAccountMatching 1. Is_Active_Get_Records is set on PRICE BOOK ENTRY CREATE, CUSTOM PRICE BOOK ENTRY CREATE. The insert column lists do not include Sync_Operation_Type, Sync_Batch_Size, Document_Source_Path, so those columns take their CRM_Configuration defaults. Text columns a template does not use are inserted as '' rather than left NULL. Get_SOQL_Query carries a query on PRICE BOOK ENTRY CREATE, CUSTOM PRICE BOOK ENTRY CREATE — those rows read records back from Salesforce as well as pushing. On SYNC QUOTE LINE the SQL_Query names a view the same template’s CreateViewQuery does not create (vw_SAGEBUSINESSWORKS_QuoteLines against vw_SAGEBUSINESSWORKS_OrderLines), 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.

ViewChange detectionRepository keyReads other prefixesIdentity columnSource tables
vw_SAGEBUSINESSWORKS_Accountinsert + updatevw_SAGEBUSINESSWORKS_Account:CommercientSF__Commercient_ArCustomerCode__cSF_ERP_Salesforce_Clone_ARCustomer
vw_SAGEBUSINESSWORKS_ARCustomerinsert + updatevw_SAGEBUSINESSWORKS_ARCustomer:vw_SAGEBUSINESSWORKS_Account:SF_ERP_Salesforce_Clone_ARCustomer
vw_SAGEBUSINESSWORKS_ARTermsinsert + updatevw_SAGEBUSINESSWORKS_ARTerms:SF_ERP_Salesforce_Clone_ARTerms
vw_SAGEBUSINESSWORKS_OEInvoiceinsert + updatevw_SAGEBUSINESSWORKS_OEInvoice:vw_SAGEBUSINESSWORKS_Account:, vw_SAGEBUSINESSWORKS_ARCustomer:, vw_SAGEBUSINESSWORKS_ARInvoice:SF_ERP_Salesforce_Clone_OEInvoice, SF_ERP_Salesforce_Clone_ARCustomer, SF_ERP_Salesforce_Clone_ARInvoice
vw_SAGEBUSINESSWORKS_OELineIteminsert + updatevw_SAGEBUSINESSWORKS_OELineItem:vw_SAGEBUSINESSWORKS_OEInvoice:, vw_SAGEBUSINESSWORKS_ARInvoice:SF_ERP_Salesforce_Clone_OELineItem, SF_ERP_Salesforce_Clone_OEInvoice, SF_ERP_Salesforce_Clone_ARInvoice
vw_SAGEBUSINESSWORKS_Productinsert + updatevw_SAGEBUSINESSWORKS_Product:CommercientSF__Externalkey__cSF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICProductLine
vw_SAGEBUSINESSWORKS_ICPartinsert + updatevw_SAGEBUSINESSWORKS_ICPart:vw_SAGEBUSINESSWORKS_Product:CommercientSF8__Externalkey__cSF_ERP_Salesforce_Clone_ICPart
vw_SAGEBUSINESSWORKS_ProductToPartLookupinsert + updatevw_SAGEBUSINESSWORKS_ProductToPartLookup:vw_SAGEBUSINESSWORKS_ICPart:SF_ERP_Salesforce_Clone_ICPart
vw_SAGEBUSINESSWORKS_CustomerToAccountLookupinsert + updatevw_SAGEBUSINESSWORKS_CustomerToAccountLookup:vw_SAGEBUSINESSWORKS_ARCustomer:SF_ERP_Salesforce_Clone_ARCustomer
vw_ProductPriceBookCreateinsert-onlyvwProductPriceBook:vw_SAGEBUSINESSWORKS_Product:ExternalKey__cSF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICPartPrice
vw_ProductPriceBookUpdateinsert + updatevwProductPriceBook:vw_SAGEBUSINESSWORKS_Product:ExternalKey__cSF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICPartPrice
vw_ProductCustomPriceBookCreatevwProductPriceBook:vw_SAGEBUSINESSWORKS_Product:ExternalKey__cSF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICPartPrice
vw_ProductCustomPriceBookUpdatevwProductPriceBook:vw_SAGEBUSINESSWORKS_Product:ExternalKey__cSF_ERP_Salesforce_Clone_ICPart, SF_ERP_Salesforce_Clone_ICPartPrice
vw_SAGEBUSINESSWORKS_OESalesOrderinsert + updatevw_SAGEBUSINESSWORKS_OESalesOrder:vw_SAGEBUSINESSWORKS_Account:, vw_SAGEBUSINESSWORKS_ARCustomer:SF_ERP_Salesforce_Clone_OESalesOrder, SF_ERP_Salesforce_Clone_ARCustomer
vw_SAGEBUSINESSWORKS_OrderLinesinsert + updatevw_SAGEBUSINESSWORKS_OrderLines:vw_SAGEBUSINESSWORKS_OESalesOrder:SF_ERP_Salesforce_Clone_OELineItem, SF_ERP_Salesforce_Clone_OESalesOrder
vw_SAGEBUSINESSWORKS_OEQuoteinsert + updatevw_SAGEBUSINESSWORKS_OEQuote:vw_SAGEBUSINESSWORKS_Account:, vw_SAGEBUSINESSWORKS_ARCustomer:ExternalKeySF_ERP_Salesforce_Clone_OEQuote, SF_ERP_Salesforce_Clone_ARCustomer
vw_SAGEBUSINESSWORKS_OrderLinesinsert + updatevw_SAGEBUSINESSWORKS_OESalesOrder:, vw_SAGEBUSINESSWORKS_OrderLines:SF_ERP_Salesforce_Clone_OELineItem, SF_ERP_Salesforce_Clone_OESalesOrder

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 1 to 19. A run processes active rows in ascending Sync_Order, which is the order the templates put them in:

  • 1 — SYNC ACCOUNT
  • 2 — SYNC ARCUSTOMER
  • 5 — SYNC ARTERMS
  • 6 — SYNC OEINVOICE
  • 7 — SYNC OELINEITEM
  • 8 — SYNC PRODUCT
  • 9 — SYNC PART
  • 10 — PRODUCT REVERSE LOOKUP
  • 11 — ACCOUNT REVERSE LOOKUP
  • 12 — PRICE BOOK ENTRY CREATE
  • 13 — PRICE BOOK ENTRY UPDATE
  • 14 — CUSTOM PRICE BOOK ENTRY CREATE
  • 15 — CUSTOM PRICE BOOK ENTRY UPDATE
  • 16 — SYNC OE SALES ORDER
  • 17 — SYNC OE SALES ORDER LINE
  • 18 — SYNC QUOTE
  • 19 — SYNC QUOTE LINE

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_SAGEBUSINESSWORKS_ICPart reads vw_SAGEBUSINESSWORKS_Product:
  • vw_SAGEBUSINESSWORKS_CustomerToAccountLookup reads vw_SAGEBUSINESSWORKS_ARCustomer:
  • vw_SAGEBUSINESSWORKS_ARCustomer reads vw_SAGEBUSINESSWORKS_Account:
  • vw_SAGEBUSINESSWORKS_OELineItem reads vw_SAGEBUSINESSWORKS_OEInvoice:, vw_SAGEBUSINESSWORKS_ARInvoice:; no template in this set writes vw_SAGEBUSINESSWORKS_ARInvoice:
  • vw_SAGEBUSINESSWORKS_OEInvoice reads vw_SAGEBUSINESSWORKS_Account:, vw_SAGEBUSINESSWORKS_ARCustomer:, vw_SAGEBUSINESSWORKS_ARInvoice:; no template in this set writes vw_SAGEBUSINESSWORKS_ARInvoice:
  • vw_ProductPriceBookCreate reads vw_SAGEBUSINESSWORKS_Product:
  • vw_ProductPriceBookUpdate reads vw_SAGEBUSINESSWORKS_Product:
  • vw_ProductCustomPriceBookCreate reads vw_SAGEBUSINESSWORKS_Product:
  • vw_ProductCustomPriceBookUpdate reads vw_SAGEBUSINESSWORKS_Product:
  • vw_SAGEBUSINESSWORKS_ProductToPartLookup reads vw_SAGEBUSINESSWORKS_ICPart:
  • vw_SAGEBUSINESSWORKS_OEQuote reads vw_SAGEBUSINESSWORKS_Account:, vw_SAGEBUSINESSWORKS_ARCustomer:
  • vw_SAGEBUSINESSWORKS_OrderLines reads vw_SAGEBUSINESSWORKS_OESalesOrder:, vw_SAGEBUSINESSWORKS_OrderLines:
  • vw_SAGEBUSINESSWORKS_OESalesOrder reads vw_SAGEBUSINESSWORKS_Account:, vw_SAGEBUSINESSWORKS_ARCustomer:
  • vw_SAGEBUSINESSWORKS_OrderLines reads vw_SAGEBUSINESSWORKS_OESalesOrder:

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.

TemplateObjectMapped fieldsFirst ERP → Salesforce pairs
SYNC ACCOUNTAccount10IDCommercientSF__Commercient_ArCustomerCode__c, NameName, Address1, Address2BillingStreet, CityBillingCity, StateBillingState
SYNC ARCUSTOMERCommercientSF8__SAGEBUSINESSWORK_ARCustomer__c127IDCommercientSF8__ExternalKey__c, IDCommercientSF8__Name__c, SKARCustomerCommercientSF8__SKARCustomer__c, IDCommercientSF8__ID__c, Address1CommercientSF8__Address1__c
SYNC ARTERMSCommercientSF8__SAGEBUSINESSWORK_ARTerms__c9SKARTermsCommercientSF8__ExternalKey__c, SKARTermsName, IsPrepaidCommercientSF8__IsPrepaid__c, DiscPctCommercientSF8__DiscPct__c, DiscModeCommercientSF8__DiscMode__c
SYNC OEINVOICECommercientSF8__SAGEBUSINESSWORK_OEInvoice__c36SFDCIDCommercientSF8__Account__c, SFDCIDCommercientSF8__SAGE_BUSINESS_WORK_Customer__c, SFDCIDCommercientSF8__SAGE_BUSINESS_WORK_Invoice_Header__c, InvoiceNoInvoice_Number__c, InvoiceDateInvoice_Date__c
SYNC OELINEITEMCommercientSF8__SAGEBUSINESSWORK_OELineItem__c36FKEntity,SKOELineItemCommercientSF8__ExternalKey__c, InvoiceNo,SKOELineItemCommercientSF8__Name__c, SKOELineItemCommercientSF8__SKOELineItem__c, NextRecordCommercientSF8__NextRecord__c, TypeCommercientSF8__Type__c
SYNC PRODUCTProduct25IDProductCode, IDName, IDCommercientSF__Externalkey__c, Description1Description, IsActiveIsActive
SYNC PARTCommercientSF8__ICPart__c113IDCommercientSF8__Externalkey__c, IDCommercientSF8__ID__c, SFDCIDCommercientSF8__Product__c, IDName, IDProductCode
PRODUCT REVERSE LOOKUPProduct22IDCommercientSF__Externalkey__c, SFDCIDSAGE_BUSINESS_WORKS_Part__c
ACCOUNT REVERSE LOOKUPAccount2IDCommercientSF__Commercient_ArCustomerCode__c, SFDCIDCommercientSF8__SAGE_BUSINESS_WORK_Customer__c
PRICE BOOK ENTRY CREATEPricebookEntry5IDExternalKey__c, SFDCIDProduct2Id, Price1_Amt2UnitPrice, SFDCIDPricebook2Id, IsActiveIsActive
PRICE BOOK ENTRY UPDATEPricebookentry3IDExternalKey__c, Price1_Amt2UnitPrice, IsActiveIsActive
CUSTOM PRICE BOOK ENTRY CREATEPricebookEntry6IDExternalKey__c, SFDCIDProduct2Id, Price1_Amt1UnitPrice, TimeStampTimeStamp
CUSTOM PRICE BOOK ENTRY UPDATEpricebookentry3IDExternalKey__c, Price1_Amt1UnitPrice, IsActiveIsActive
SYNC OE SALES ORDERCommercientSF8__OESalesOrder__c64SKOESalesOrderCommercientSF8__ExternalKey__c, OrderNoName, FKARCustomerCommercientSF8__Account__c, FKARCustomerCommercientSF8__SAGE_BUSINESS_WORK_Customer__c, TypeType
SYNC OE SALES ORDER LINECommercientSF8__SAGEBUSINESSWORK_OELineItem__c24IDCommercientSF8__ID__c, OrderNoName, DescriptionDescription, Comment1Comment1, Comment2Comment2
SYNC QUOTECommercientSF8__OEQuote__c66t1.SFDCIDCommercientSF8__Account__c, t2.SFDCIDCommercientSF8__SAGE_BUSINESS_WORK_Customer__c, ExternalKeyCommercientSF8__ExternalKey__c, NameName, NextRecordNextRecord
SYNC QUOTE LINECommercientSF8__SAGEBUSINESSWORK_OELineItem__c25FKEntity, SKOELineItemCommercientSF8__ExternalKey__c, OrderNo, SKOELineItemName, IDCommercientSF8__ID__c, DescriptionDescription, Comment1Comment1

6. 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_SAGEBUSINESSWORKS_ICPart
  • vw_SAGEBUSINESSWORKS_Account
  • vw_SAGEBUSINESSWORKS_CustomerToAccountLookup
  • vw_SAGEBUSINESSWORKS_ARTerms
  • vw_SAGEBUSINESSWORKS_ARCustomer
  • vw_SAGEBUSINESSWORKS_OELineItem
  • vw_SAGEBUSINESSWORKS_OEInvoice
  • vwProductPriceBook
  • vw_SAGEBUSINESSWORKS_Product
  • vw_SAGEBUSINESSWORKS_ProductToPartLookup
  • vw_SAGEBUSINESSWORKS_OEQuote
  • vw_SAGEBUSINESSWORKS_QuoteLines
  • vw_SAGEBUSINESSWORKS_OESalesOrder
  • vw_SAGEBUSINESSWORKS_OrderLines

7. 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 BusinessWorks 2013/2015 → 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.