Vickie Jeffrey

MVP | User Group Leader | Head of Technology
Brisbane User Group | Ausure Insurance Brokers

The Life-Changing Magic of Tidying Up Your Org

Have you inherited a new Salesforce org? Started a new role and need to get your head around what’s under the hood? Or maybe it’s time to tidy up the same org you've been working in for years.

In this session, we’ll walk through how to clean up your data model, identify clutter and technical debt, and apply practical admin-friendly best practices to make your org easier to manage, understand, and scale.

We’ll explore common data model issues and what “good” really looks like. Then we’ll dive into what to check when reviewing your org and how to spot red flags quickly.

I'll also share some easy-to-use tools that help with audits and cleanup. By the end, you’ll walk away with a clear strategy you can start applying to your own org straight away.