Velza Training & Consulting

Custom training, online help systems, and AI + Salesforce implementations for platform teams shipping into the modern stack.

Mike Wheeler, founder of Velza Training and Consulting

About

Velza was founded by Mike Wheeler

Mike is an AI and Salesforce Trainer and O'Reilly author who resides in the Nashville, Tennessee area. He has taught more than 500,000 students across edX, LinkedIn Learning, Udemy, and enterprise programs, with 100,000+ Udemy reviews and 60,000+ five-star ratings. He authored the Salesforce Platform Administrator Certification with O'Reilly and built the first generative AI course on edX.

Velza is the consulting and training arm of his work: customized video courses, in-platform help systems, and hands-on implementations for teams shipping into the modern Salesforce and AI stack. Engagements aim at one outcome, a working surface and a team that can run it.

Focus areas

Where Velza spends its time

Agentforce 360 (subagents, actions, instructions, Agent Script, Agent Builder, Voice, Intelligent Context), Headless 360, Data 360, Customer 360, and Slack as the engagement layer. Plus the AI surface around it: agent workflow design, context and memory management, evals, and harness engineering.

Clients range from small teams to large enterprise platform companies that need the modern stack delivered, not just explained.

AI-first companies

Training your platform's users so they actually use the platform

For SaaS and AI-first product teams shipping complex platforms. I produce high-quality video courses, in-platform help systems, and onboarding sequences your customers consume in their first 30 days. Built for small, medium, and large enterprise platform companies that need activation up and support cost down.

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Salesforce / Agentforce

Salesforce expertise that ships

O'Reilly author of the Salesforce Platform Administrator Certification. 500,000+ students taught across edX, LinkedIn Learning, and Udemy.

Deep fluency across Salesforce's four systems:

  • Context: Data 360
  • Work: Customer 360
  • Agency: Agentforce 360
  • Engagement: Slack

Plus MCPs, the Agent API, and Agent Script. I build and deliver training on the latest Salesforce surface, not the 2-years-stale version your competitors are still teaching.

Talk about Salesforce training

Agentforce Implementations

We build the agent surface, not just teach it

Hands-on Agentforce delivery for teams who need the modern Salesforce + AI stack shipped, not just explained. Agentforce 360 rollouts, Headless 360 surfaces, Agent Script and Agent Builder work, Slack-side agent invocation, AI agent workflows, evals, and harness engineering. Scoped engagements end in a working surface and a team that can run it.

Scope an Agentforce implementation

Salesforce Implementations

Cloud-specific delivery across the Salesforce ecosystem

Implementation work across the Salesforce cloud lineup. Deep expertise in Financial Services Cloud, Nonprofit Success Pack and Nonprofit Cloud, Sales Cloud, Service Cloud, and Health Cloud. Configuration, data model, automation, integrations, and the change management to make adoption stick.

Scope a Salesforce implementation

What we build and teach

The modern Salesforce and AI surface, the parts most teams haven't shipped yet.

Governance & Trust

Compliant by design, ready for what's next. Honors the regulatory floor your org already lives under (SOC 2, HIPAA, GDPR, FERPA where applicable) and prepares for what's coming: EU AI Act, NIST AI RMF alignment, emerging US state AI rules, and Salesforce trust and shield requirements for Agentforce. Audit trails, scoped permissions, data residency, and humans-at-the-helm wherever the model takes consequential action.

Agentforce 360 + Headless 360

Subagents, actions, and instructions, with Agent Builder, Agent Script (ASL), Agentforce Voice, and Intelligent Context grounded in Data 360. Headless 360 (announced at TDX 2026) makes the same surface invokable from any client through the API, MCP, and Agent Script. Slack-native, no browser required.

Multi-cloud integrations

Connectivity between Salesforce, AWS, GCP, Azure, Cloudflare, Oracle, and AI providers. Identity, data movement, and event flow across cloud boundaries.

Real-world AI workflows

Agent Workflow Design and Context Engineering applied to actual business processes. Humans-at-the-helm at every consequential decision point.

Evals

Quality measurement for agent and AI outputs using established benchmarks and task-specific eval suites, so you ship with evidence instead of vibes.

Harness engineering

The scaffolding around the model: tool wiring, retrieval, guardrails, observability. The harness is what determines whether an agent is useful or a toy.

Context & memory management

Designing what an agent knows, what it remembers across sessions, and what it should forget. Context windows, retrieval, scoped memory, and the policies that keep agents accurate as the conversation grows.

Salesforce Systems Thinking

The four systems wired together as one surface:

  • Context: Data 360
  • Work: Customer 360
  • Agency: Agentforce 360
  • Engagement: Slack

The agent gets the data, the workflow, and the action. Humans-at-the-helm across all surfaces and touchpoints.

Seat Licensing

SCORM and TinCan ready, custom-priced

What most platforms underestimate until they're shipping: getting training into your existing LMS or learning surface is a delivery problem, not just a content problem. SCORM and TinCan (xAPI) compliance, single sign-on, completion reporting, and seat governance are where projects stall, often long after the videos are ready.

We have shipped both sides of this: institutional seat licensing at university scale, and training delivered inside platform companies' own products. The tradeoffs differ; the delivery rigor is the same.

Two ways we deliver

  • White-label LMS we host: branded portal, seat management, completion analytics, all maintained by Velza.
  • SCORM and TinCan compliant packages: drop-in modules that plug into your existing LMS (Moodle, Canvas, Cornerstone, Workday Learning, Docebo, custom).

Custom pricing based on cohort size, content depth, and delivery surface.

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Ready to talk?

Book a discovery call and we'll scope what your team actually needs. Single conversation, no slide decks.

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