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CRMPro → Salesforce — SAP Business One: what the shipped templates set up

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/sap-b1". 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/sap-b1-salesforce/.

CRMPro → Salesforce — SAP Business One: 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/sap-b1 (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

GroupBusiness outcomeObjectsSource tables and views
Get UsersThe templates push users to Salesforce. New records are created, existing ones updated, and records removed in the ERP are deleted.users—
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, existing ones updated, and records removed in the ERP are deleted.Account, Contact, Commercient SAP Customer Managed Custom Objectbusiness partners, business partner addresses, business partner contacts
Customer Multi Ship AddressesIf 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 SAP Address Managed Custom Objectbusiness partner addresses
ProductERP item warehouse, item master data becomes Commercient Item Master Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Product in Salesforce. New records are created and existing ones updated; none are deleted.Commercient Item Master Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Productitems, item warehouse quantities
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 (every hour, for example). New records are created and existing ones updated; none are deleted.Commercient SAP Invoice Managed Custom Object, Commercient SAP Invoice Detail Managed Custom ObjectAR invoice documents, invoice lines
PricebookERP item price data becomes Price book entry, Price book entry in Salesforce. New records are created and existing ones updated; none are deleted.Price book entryitem prices
Purchase OrderThe templates push Commercient Purchase Order Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.Commercient Purchase Order Managed Custom Objectpurchase order headers
Purchase Order LineThe templates push Commercient Purchase Order Line Managed Custom Object to Salesforce. New records are created and existing ones updated; none are deleted.Commercient Purchase Order Line Managed Custom Objectpurchase order lines, purchase order headers
Sales orderCommercient 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.Commercient SAP Sales Order Managed Custom Object, Commercient SAP Sales Order Line Managed Custom Object, Commercient Sales Credit Header Managed Custom Object, Commercient Sales Credit Line Managed Custom Object, Commercient Sales Delivery Header Managed Custom Object, Commercient Sales Delivery Line Managed Custom Objectsales orders, sales order lines, sales credit headers, sales credit lines, delivery headers

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 nameDestination objectMatching keyRun sequence
GET USERusers—0
AccountAccountCommercient AR customer code1
SAP Business One CustomerCommercient SAP Customer Managed Custom ObjectCommercient external key (SAP package)2
Account Reverse lookupAccountCommercient AR customer code3
SAP Business One AddressCommercient SAP Address Managed Custom ObjectCommercient external key (SAP package)4
SAP Business One Sales OrderCommercient SAP Sales Order Managed Custom ObjectCommercient external key (SAP package)5
SAP Business One Sales Order LineCommercient SAP Sales Order Line Managed Custom ObjectCommercient external key (SAP package)6
Sync ContactContactExternal key (custom field)7
SAP Business One InvoiceCommercient SAP Invoice Managed Custom ObjectCommercient external key (SAP package)7
SAP Business One Invoice LineCommercient SAP Invoice Detail Managed Custom ObjectCommercient external key (SAP package)8
ProductProductCommercient external key (earlier package)9
Price Book Entry CreatePrice book entryExternal key (custom field)10
Price Book Entry UpdatePrice book entryExternal key (custom field)11
SAP Business One Purchase OrderCommercient Purchase Order Managed Custom ObjectCommercient external key (SAP package)12
SAP Business One Purchase Order LineCommercient Purchase Order Line Managed Custom ObjectCommercient external key (SAP package)13
SAP Business One Item MasterCommercient Item Master Managed Custom ObjectCommercient external key (SAP package)14
SAP Business One Item WarehouseCommercient Item Warehouse Managed Custom ObjectCommercient external key (SAP package)15
SAP Business One Sales Credit HeaderCommercient Sales Credit Header Managed Custom ObjectCommercient external key (SAP package)16
SAP Business One Sales Credit DetailCommercient Sales Credit Line Managed Custom ObjectCommercient external key (SAP package)17
SAP Business One Sales Delivery HeaderCommercient Sales Delivery Header Managed Custom ObjectCommercient external key (SAP package)18
SAP Business One Sales Delivery DetailCommercient Sales Delivery Line Managed Custom ObjectCommercient external key (SAP package)19

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.

ViewChange detectionSource tables
account feedinsert + updatebusiness partners, business partner addresses
customer feedinsert + updatebusiness partners
account reverse lookup feedinsert + updatebusiness partners
address feedinsert + updatebusiness partner addresses
sales order feedinsert + updatesales orders
sales order line feedinsert + updatesales order lines, sales orders
contact feedinsert + updatebusiness partner contacts
invoice feedinsert + updateAR invoice documents
invoice line feedinsert + updateinvoice lines, AR invoice documents
product feedinsert + updateitems
price book feed (new entries)insert onlyitem prices
price book feed (changes)insert + updateitem prices
purchase order feedinsert + updatepurchase order headers
purchase order line feedinsert + updatepurchase order lines, purchase order headers
item master feedinsert + updateitems
item warehouse feedinsert + updateitem warehouse quantities
sales credit feedinsert + updatesales credit headers
sales credit line feedinsert + updatesales credit lines, sales credit headers
sales delivery feedinsert + updatedelivery headers
sales delivery line feedinsert + updatedelivery lines, delivery headers

4. Order of work

The templates set run sequence from 0 to 19. A run processes active rows in ascending run sequence, which is the order the templates put them in:

  • 0 — GET USER
  • 1 — Account
  • 2 — SAP Business One Customer
  • 3 — Account Reverse lookup
  • 4 — SAP Business One Address
  • 5 — SAP Business One Sales Order
  • 6 — SAP Business One Sales Order Line
  • 7 — Sync Contact, SAP Business One Invoice
  • 8 — SAP Business One Invoice Line
  • 9 — Product
  • 10 — Price Book Entry Create
  • 11 — Price Book Entry Update
  • 12 — SAP Business One Purchase Order
  • 13 — SAP Business One Purchase Order Line
  • 14 — SAP Business One Item Master
  • 15 — SAP Business One Item Warehouse
  • 16 — SAP Business One Sales Credit Header
  • 17 — SAP Business One Sales Credit Detail
  • 18 — SAP Business One Sales Delivery Header
  • 19 — SAP Business One Sales Delivery Detail

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 reverse lookup feed reads customer sync output
  • item master feed reads Product
  • item warehouse feed reads Product, item master sync output
  • invoice line feed reads invoice sync output
  • price book feed (new entries) reads Product
  • purchase order line feed reads purchase order sync output
  • sales order line feed reads sales order sync output
  • sales credit line feed reads sales credit sync output
  • sales delivery line feed reads sales delivery sync output

5. Field mapping

Each template carries its intended mapping in field mapping.

TemplateObjectMapped fieldsFirst ERP → Salesforce pairs
AccountAccount14Business partner code → Commercient AR customer code, Business partner name → Name, Phone 1 → Phone, Business partner type → Type, Street → Billing street
SAP Business One CustomerCommercient SAP Customer Managed Custom Object11Business partner code → Commercient external key (SAP package), Business partner name → Name, Address → Billing street, City → Billing city, Country → Billing country
Account Reverse lookupAccount2Business partner code → Commercient AR customer code, the linked Salesforce record → Commercient customer (related record)
SAP Business One AddressCommercient SAP Address Managed Custom Object32Address,Business partner code,Address type → Commercient external key (SAP package), Address → Name, Street → Street, Block → Block, Zip code → Zip code
SAP Business One Sales OrderCommercient SAP Sales Order Managed Custom Object3returned document entry → Commercient external key (SAP package), Business partner code → Commercient account (related record), Business partner code → Commercient customer (related record)
SAP Business One Sales Order LineCommercient SAP Sales Order Line Managed Custom Object3returned document entry, ERP line number → Commercient external key (SAP package), document number, ERP line number → Name, the linked Salesforce record → Commercient SAP Sales Order Managed Custom Object
Sync ContactContact7Given name → Given name, Family name → Family name, Fax → Fax, Phone → Phone, mobile phone property → mobile phone property
SAP Business One InvoiceCommercient SAP Invoice Managed Custom Object24returned document entry → Commercient external key (SAP package), Business partner code → Commercient account (related record), Business partner code → Commercient customer (related record), document number → Name, Document type code → Document type code
SAP Business One Invoice LineCommercient SAP Invoice Detail Managed Custom Object3returned document entry, ERP line number → Commercient external key (SAP package), document number, ERP line number → Name, the linked Salesforce record → Commercient invoice (related record)
ProductProduct6Item code → Commercient external key (earlier package), Item name → Name, Item code → Product code, Item name → Description, Item class → Family
Price Book Entry CreatePrice book entry5Item code → External key (custom field), Price → Unit price, the linked Salesforce record → price book lookup, the linked Salesforce record → product lookup
Price Book Entry UpdatePrice book entry3Item code → External key (custom field), Price → Unit price
SAP Business One Purchase OrderCommercient Purchase Order Managed Custom Object4returned document entry → Commercient external key (SAP package), document number → Name, Business partner code → Commercient account (related record), Business partner code → Commercient SAP Customer Managed Custom Object
SAP Business One Purchase Order LineCommercient Purchase Order Line Managed Custom Object3returned document entry,ERP line number → Commercient external key (SAP package), document number,ERP line number → Name, the linked Salesforce record → Commercient SAP purchase order (related record)
SAP Business One Item MasterCommercient Item Master Managed Custom Object3Item code → Commercient external key (SAP package), Item name → Name, the linked Salesforce record → Commercient product (related record)
SAP Business One Item WarehouseCommercient Item Warehouse Managed Custom Object77Item code, Warehouse code → Commercient external key (SAP package), Item code, Warehouse code → Name, the linked Salesforce record → Product (custom field), the linked Salesforce record → Commercient SAP item master (related record), Item code → Item code
SAP Business One Sales Credit HeaderCommercient Sales Credit Header Managed Custom Object3returned document entry → Commercient external key (SAP package), Business partner code → Commercient account (related record), Business partner code → Commercient SAP Customer Managed Custom Object
SAP Business One Sales Credit DetailCommercient Sales Credit Line Managed Custom Object2returned document entry, ERP line number → Commercient external key (SAP package), the linked Salesforce record → Commercient SAP Business One sales credit header (related record)
SAP Business One Sales Delivery HeaderCommercient Sales Delivery Header Managed Custom Object4returned document entry → Commercient external key (SAP package), Business partner code → Commercient account (related record), Business partner code → Commercient SAP Customer Managed Custom Object, returned document entry → Commercient SAP sales order (related record)
SAP Business One Sales Delivery DetailCommercient Sales Delivery Line Managed Custom Object282returned document entry,ERP line number → Commercient external key (SAP package), document number,ERP line number → Name, the linked Salesforce record → Commercient SAP sales delivery header (related record), returned document entry → returned document entry, ERP line number → ERP line number

6. Community templates

The catalogue carries 437 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: 437
  • Default operations: insert on 437, update on 437, delete on 437
  • Marked as circular sync: 0
  • Licence groups they span: 15
  • Destination objects: Account, Product, Commercient SAP Customer Managed Custom Object, Commercient SAP Invoice Managed Custom Object, Commercient SAP Sales Order Managed Custom Object, Price book entry, Commercient SAP Address Managed Custom Object, Commercient SAP Invoice Detail Managed Custom Object, Commercient SAP Sales Order Line Managed Custom Object, Commercient Item Master Managed Custom Object, Commercient Item Warehouse Managed Custom Object, Contact, Commercient SAP Salesperson Managed Custom Object, Commercient Sales Credit Header Managed Custom Object, User, Commercient Purchase Order Managed Custom Object, Quote line item, Commercient Purchase Order Line Managed Custom Object, Opportunity, 20 more and 14 custom objects
  • Object display names: Account, SAP Business One Invoice, SAP Business One Sales Order, SAP Business One Invoice Line, SAP Business One Sales Order Line, Price Book Entry Create, Product, SAP Business One Address, SAP Business One Customer, Account Reverse lookup, SAP Business One Item Master, SAP Business One Item Warehouse, 89 more and 16 further templates
  • Template groups: Account, Product, Invoice, Sales order, Customer Multi Ship Addresses, Opportunity, CRM Quote and Line, Purchase Order, CRM Opportunity and Line, CRM Ownership

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/sap-b1.

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 SAP Business One → 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/sap-b1, 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.