📋 Salesforce Instance Audit Report

Executive Summary

True Legacy Homes operates a comprehensive Salesforce implementation built on LeftMain's Real Estate CRM platform. The org manages a real estate acquisition and estate sale business with robust automation, direct mail campaigns, and integration with multiple third-party systems.

1. Org Overview

Edition & Features

• Org Type: Production (Not Sandbox)
• Company Name: True Legacy Homes
• Data Storage: 10,740 MB max / ~1,153 MB used (~11% utilization)
• API Requests: 125,000 daily limit / ~21,380 used

2. Installed Packages & Integrations

Managed Packages

Package	Namespace	Purpose
LeftMain CRM	Left_Main__	Core real estate CRM functionality
LeftMain DirectOne	LeftM_DirectOne__	Direct mail automation
DocuSign for Salesforce	dfsle__	Electronic signatures
DLRS	dlrs__	Cross-object rollup calculations
Rollup Helper	rh2__	Additional rollup functionality
smrtPhone	smrtDev__	Phone/SMS integration
RingCentral	rcsfl__	Cloud phone system

External Integrations

• DocuSign — Contract signing
• RingCentral — Phone system
• smrtPhone — SMS messaging
• CallRail — Call tracking
• Fireflies.ai — Meeting transcription
• Townsquare — Transaction management
• QuickBooks — Accounting
• Zapier — Workflow automation
• PropertySalesAI/Audantic — Property data enrichment

3. Object Inventory

Standard Objects in Use

Object	Records	Record Types
Lead	13,042	Homeowner, Property, Care Placement, Prospect
Account	7,153	Property, Person, Business, Buyer, Lender, Vendor, Realtor, Care Community
Opportunity	5,767	Cash Offer, Estate Sale, Listing, Renovation, Care Placement
Contact	9,301	Contact, Homeowner

Key Custom Objects

Object	Purpose
Acquisition_Pro_Forma__c	Property acquisition financial projections
City_Market__c	Geographic market definitions
Estate_Sale_Proforma__c	Estate sale financial projections
IC_DoA_Log__c	Investment Committee decision tracking
Related_Family_Member__c	Family relationship tracking

4. Record Types

Lead Record Types

Record Type	Active	Purpose
Homeowner	✅	Standard homeowner leads
Property	✅	Property-focused leads (RE acquisition)
Care Placement	✅	Senior care placement leads
Prospect	✅	General prospects

Opportunity Record Types

Record Type	Active	Purpose
Cash Offer	✅	Real estate acquisition deals
Estate Sale	✅	Estate liquidation services
Listing	✅	Property listings
Renovation	✅	Property renovation projects
Care Placement	✅	Senior care placements

5. Sales Process & Stages

Lead Statuses

Status	Sort	Default	Converted
Drip Campaign	1	No	No
Unqualified	2	No	No
New	3	Yes	No
Working	4	No	No
Connected	5	No	No
Qualified	6	No	Yes

Opportunity Stages

Stage	Probability	Closed?
Reschedule	10%	No
Meeting #1 Set	30%	No
Meeting #2 Set	50%	No
Pending Ratings	40%	No
In Pursuit	60%	No
IC Ready	50%	No
Pending Signature	90%	No
Closing Escrow	90%	No
Closed Won	100%	Yes
Closed Lost	0%	Yes

Sales Process Flow

Lead → Qualified → Meeting #1 Set → Pending Ratings → In Pursuit → IC Ready → Pending Signature → Closing Escrow → Closed Won

6. Automation Inventory

Key Flow Categories

• Lead Flows: Company Name, Assignment, Priority Tasks, Status Stamping, Phone Cleaning, Web Notifications
• Opportunity Flows: Stage Date Stamping, Owner Assignment, DocuSign Fields, IC/DoA Logging, Email Notifications
• Account Flows: Family Members, Name Formatting, Primary Contact, Meeting Date Autofill
• Cadence Flows: Stop Cadences on status changes, Direct Mail automation

7. Profiles & Permission Sets

Key Profiles (25 Total)

Profile	Purpose
System Administrator	Full access
Acquisition Manager	Property acquisition team
Director of Acquisitions	DoA leadership role
Inside Sales	Inside sales reps
Outside Sales	Field sales/OSM

94 Permission Sets including LeftMain, DocuSign, Rollup Helper, and PropertySalesAI sets.

8. Reports & Dashboards

200+ Reports across categories: Activity, Audantic, Cases, Call Analytics, Direct Mail, DoA, Sales, Pipeline, Marketing.

41 Dashboards including:

• TLH 2025 Acquisition Dashboard
• TLH 2025 Sales Dashboard
• Acquisition Managers Dashboard
• Inside Sales Dashboard
• DoA Dashboards
• Direct Mail Orders Dashboard
• L10 Meeting Dashboards

9. Email Templates (128 Active)

Template Categories

• Lead Follow-Up: Day 10 through Day 580 sequences
• Opportunity Follow-Up: Motivated and Long-term sequences
• Real Estate: ARV/Appetite Check, IC Decision, Floor Plan Request, Vacancy
• Meeting/Appointment: Confirmation, Reminder, Cancellation, Reschedule
• Transaction: New Transaction, Contract Signed, Closing notifications

10. Integration Architecture

Webhook Triggers

• AccountSyncWebhookTrigger
• ContactSyncWebhookTrigger
• LeadSyncWebhookTrigger
• OpportunitySyncWebhookTrigger

Platform Events

• Left_Main__Lmr_EnrichEvent__e — Property enrichment
• Left_Main__Error_Event__e — Error logging
• Web_Lead_Notification__e — Web lead alerts

11. Recommendations