True Legacy Homes

Salesforce Entity Relationship Diagram

Generated: February 7, 2026

Standard Objects
TLH Custom Objects
LeftMain Package Objects
DirectOne Objects
converts to has many IC tracking

Lead

13,042

📋 Record Types:

  • • Homeowner
  • • Property
  • • Care Placement
  • • Prospect

Account

7,153

📋 Record Types:

  • • Property Account
  • • Person Account
  • • Buyer / Lender
  • • Vendor / Realtor

Contact

9,301

📋 Record Types:

  • • Contact
  • • Homeowner

Opportunity

5,767

📋 Record Types:

  • • Cash Offer
  • • Estate Sale
  • • Listing
  • • Renovation

Campaign

Direct Mail Campaigns

Marketing Tracking

🔄 Cadences

Left_Main__Cadences__c

  • • Scheduled SMS
  • • Scheduled Email
  • • Scheduled Task

📊 IC/DoA Log

IC_DoA_Log__c

  • • ARV/Appetite Check
  • • IC Request
  • • IC Decision
  • • IC Final

💰 Transactions

Left_Main__Transactions__c

→ Transaction Expenses

→ Vendors

🏠 Property

Left_Main__Property__c

→ PropertySalesAI

→ Enriched Data

📈 Pro Formas

  • • Acquisition Pro Forma
  • • Estate Sale Proforma

📍 City/Market

City_Market__c

Geographic territories

📬 Direct Mail

  • • DirectOne Orders
  • • DM Templates
  • • DM Sequences
  • • DM Cadences

✅ Task

Log a Call

Standard Task

✍️ DocuSign

Envelopes

Recipients

Documents

35,263
Total Records (Core Objects)
10+
Custom Objects
30+
LeftMain Objects
10+
DirectOne Objects