Start at the front door
Tabs, Page Layouts and List Views. Not the basement. Users notice the difference the same week, and that buys trust for everything after.
Ask the average User, not the power User
The 5-second method: for every Field, Button and Component, "what do you need that for, and when did you last use it?" No answer in five seconds, it goes. Typically 50 to 70% less clutter.
Grind easy XP before the boss fight
Unused Fields, inactive Flows, Reports nobody opened in two years. None of it can break anything, and it shrinks the monster class before anyone touches it.
Triage, not tidiness
Not everything messy needs cleaning. The ugly Visualforce page that hasn't caused a problem in years can wait. No pain, no priority.
Safe by design
Remove access before deleting. Switch logic off with a toggle before removing it. Change on a Tuesday morning and watch. Backups, always.
Make it routine
A maintenance plan for every important part of the Org and a fixed share of capacity. The goal is an Org that can be cleaned faster than it gets dirty.
Account Page Layout
What your Users feelAfter cleanup
From the front door to the boss fight.
Don't waste your money on a new Org.
Keep what works, remove what doesn't, clean the rest.
New Org vs. cleanup Cleanup StoriesWhat changed for the Users, before and after.
Page Layouts, List Views, Bugs and old data, one Org at a time.
See the stories Field Notes · Cleanup playbookThe practical side of Org cleanup.
Delete unused Fields safely, the 5-second method, Flow naming and more.
Read the playbookLet's open your Org together.
You don't need to fix everything. You need to fix the right things first. In 60 minutes we find them, and you leave with a score you can take into your next leadership meeting.