Live walkthrough: cleaning up an inherited Salesforce org
A recorded session where we audit a real (anonymised) org and prioritise what to fix first.
Add the recording embed and registration details for this session in the admin panel.
What the session covers
We take an anonymised org with the usual problems — 400 custom fields, undocumented Apex, single-digit adoption — and work through how we decide what to keep, what to rebuild and what to simply delete.
Who it is for
Admins and operations leads who have inherited someone else's Salesforce and need a defensible plan for the next quarter.
Takeaways
- The audit checklist we use on every engagement
- How to prioritise fixes by business impact rather than by ticket age
- How to present the plan to a sceptical finance director
Want this looked at in your own org?
We will review your setup and tell you what we would change — no charge for the first conversation.
Book a free review