# Salesforce / CM / BI Front-Door Execution Sheet

Date: `2026-07-07`

## 用法

这份文档是
`超短执行版`
。

只保留 4 张最高优先 front-door：

- `fd12...`
- `1733...`
- `837...`
- `f9c4...`

适合在你已经接受前面研究结论后，
直接回答：

- `先排哪张报表`
- `先看哪些字段`
- `先看哪些模型`
- `先按 parity 排，还是已经该怀疑 runtime`

如果要看 8 张报表的完整升级梯子，
再看：

- [salesforce-cm-bi-frontdoor-escalation-ladder-2026-07-07.md](/Users/amber/ai/nexuscrm-pingcap-pack/docs/salesforce-cm-bi-frontdoor-escalation-ladder-2026-07-07.md)

如果要看完整解释，
再看：

- [salesforce-cm-bi-runtime-report-impact-crosswalk-2026-07-07.md](/Users/amber/ai/nexuscrm-pingcap-pack/docs/salesforce-cm-bi-runtime-report-impact-crosswalk-2026-07-07.md)
- [salesforce-cm-bi-report-trace-cards-2026-07-07.md](/Users/amber/ai/nexuscrm-pingcap-pack/docs/salesforce-cm-bi-report-trace-cards-2026-07-07.md)

## 默认顺序

1. `fd12...`
2. `1733...`
3. `837...`
4. `f9c4...`

## Execution Sheet

| 优先级 | front-door 报表 | Salesforce 现网会做什么 | CM 目前已支持什么 | CM 当前未支持 / 疑似未支持什么 | 先看字段 | 先看模型 | 当前默认先按什么排 |
|---|---|---|---|---|---|---|---|
| `P1` | `fd12e3fc-d36f-4cc5-b2d9-9ed2808489dc` `lead funnel / ICP path` | 维护 lead lifecycle、`lead_mql_timestamp`、`lead_iqm_timestamp`、lead-account stitching、convert 前后 campaign path | `IQM_Completion_Flow`、`Lead_Status_Duration`、`Std_ConvertLeadCampaignPreview`、lead 主链字段承接已在 | `Lead_StatusChangeTimestamp` 语义仍过宽；Lead 长尾 assignment / reminder / notification parity 未清；清完后才是 `LeadTrigger` / `LeadAITrigger` | `lead_mql_timestamp`、`lead_iqm_timestamp`、`lead_status`、`lead_surrogate_key`、`first_touch_campaign`、`last_touch_before_iqm` | `salesforce_leads`、`dim_lead`、`dws_lead_timeline`、`dws_icp_summary` | `先按 Lead semantic/parity 排；同面 parity 清完后再看 lead runtime` |
| `P2` | `1733a75e-a1b2-4415-8732-2c053657e245` `pipeline data quality / cleanup monitor` | 维护 Opportunity stage / forecast / close-date / launch-date / owner-team，再叠加 Quote service-window / nonstandard-term / commercial validation | `Std_OpportunityStageDerivedFields`、`Opportunity_Cloud_Order_Type_Set`、`Opportunity_Close_Date_Auto_Set`、`Opportunity_Pricebook_Default`、Quote validation substrate 已在 | `Quote_update_nonstandard_conditions_checkbox*`、`OpportunityShareToPersalesOwner*` 仍缺；quote / opportunity 邻近 validation 仍有 inactive；清完后才是 `OpportunityTrigger` / `QuoteTrigger` | `stage_name`、`forecast_category`、`probability`、`close_date`、`launch_date`、`quote_service_start_date`、`quote_service_end_date`、`owner_team` | `dws_data_quality_alerting`、`rpt_data_quality_wtw_comparison`、`dws_salesforce_pipeline_data_quality_cleanup_detail_v2`、次级 `salesforce_opportunities` / `dim_opportunity` | `先按 Opportunity/Quote L2 parity 排；owner-team/quote cleanup 清完后再看 runtime` |
| `P3` | `837f6250-3c3d-44b9-af6f-4db9aeb30a94` `ARR summary + regional/company forecast` | 维护 Opportunity ARR/forecast、Order current-month finance、Revenue revrec，以及 line-item `product_family / net_fees / service window` | `Order_Default_RevRec_Entity`、Order 对 `Revenue__c` 的 rollup、`Order_Product__c` 公式/rollup/validation、标准 line-item helper 已在 | `Order_Org_Auto_Set_Account_*`、`Order_Set_PLG_BD_Pool`、`RevRec_Set_PLG_BD_Pool`、line-item auto-number 未补；清完后才是 `OrderTrigger` / `RevenueTrigger` / custom line-item runtime | `arr_amount_usd`、`accurate_acv_amount`、`order_product_family`、`arr_usd_cd_rate_current_month`、`mrr_usd_cd_rate_finance`、`Recognized_Revenue_Amount__c`、`Amount_Before_Adjust__c` | `dws_salesforce_arr_summary`、current/monthly order MRRARR datasources、次级 `salesforce_revrec` / `monthly_revrec_orders` | `先按 Order carry-over + RevRec + line-item parity 排；再看 finance runtime` |
| `P4` | `f9c4bd70-8ce4-487c-abb1-5518ffffd6bd` `activated-order / monthly revrec by account+tenant` | 维护 activated-order、monthly revrec、tenant/account bridge、`order_product_family`，并受 collections / marketplace / revrec bridge 影响 | `Invoice_Collection__c` helper 字段已在；Order 侧已有 collections rollup；`Cloud_Registration_Source_from_Org_to_Order` 和 `Order_Default_RevRec_Entity` 已在 | `Collection_Set_PLG_BD_Pool`、`Collection_Amount_and_Payable_Amount_exc_tax*`、`Cloud_Registration_Source_from_Org_to_Collections`、`Invoice_Collection__c.Name` 未补；清完后才是 finance trigger residue | `tenant_id`、`tenant_name`、`account_current_order_type`、`order_product_family`、`mrr_usd_cd_rate_finance`、`collections_status_c`、`cash_collected_c`、`payable_amount_usd_2_exc_tax_c`、`plg_bd_pool_c`、`marketplace_c` | `model_tidbcloud.dws_cloud_tenants_basicinfo`、`salesforce_order_daily_view`、`salesforce_org_monthly_revrec`、`monthly_revrec_collections` | `先按 Collections/Order/RevRec parity 排；再看 finance runtime` |

## 一句话规则

1. `fd12...`
   先查 lead lifecycle timestamp 语义和 Lead 长尾 parity。
2. `1733...`
   先查 Quote cleanup / owner-team parity。
3. `837...`
   先查 order carry-over / revrec / line-item parity。
4. `f9c4...`
   先查 collections helper / marketplace carry-over parity。

## 一句话收口

`如果只想最快开始排查，先按 `fd12... -> 1733... -> 837... -> f9c4...` 走，并且每张 front-door 都先清 parity，再决定要不要升级成 runtime 题。`