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MLVeda: Salesforce Architecture, Agentforce and ERP Integration

Sales, pricing, contracts and billing on one record. Then AI on top.

Overview

MLVeda puts sales, pricing, contracts and billing on one Salesforce record and connects it to ERP and commerce. Then we add Agentforce where it pays. Clients include PE-backed companies with 9,000 contracts and a national education provider.

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  • Architects who build. The architect who sets the design stays through delivery or guides your team. Every major decision is written down with its reasons, so a 4,000-hour build holds its direction.

  • Results in business terms. Compliance review cut from 5 days to 48 hours. Pricing moved from 5 market segments to 18. Bid response cut from weeks to days. Confirmed with the client's finance team where possible.

  • Fixed scope, written acceptance. Phases of 60 to 90 days with acceptance criteria agreed before work starts. Hours, risks and progress reported every Friday.

Most Salesforce problems we are hired to fix are not Salesforce problems. What sales sells does not match the contract or the invoice, because the opportunity, the price, the agreement and the bill live in four systems. We fix that first, then add AI. What we do • Architecture: a senior architect sets the target design, reviews each build decision, writes it down and hands the platform to your team. • Revenue operations: pricing and approval rules held as configuration, Conga CLM templates, quote-to-cash on one record. • Integration: Salesforce to Oracle, NetSuite and Shopify on MuleSoft or Oracle Integration Cloud. • Agentforce and Data 360: pilots scoped to a go or no-go decision in six weeks; agents built on clean data. Recent work • PE-backed services company, 9,000 contracts: pricing moved from 5 segments to 18; billing integration maps 36 fields to Oracle. • National education provider: Agentforce cut compliance document review from 5 days to 48 hours. • Global medical device maker: Salesforce, Shopify and Oracle connected; tax automated across US, EU and APAC. 62 people. Raleigh-Durham, NC and India. Fixed-scope phases with written acceptance criteria.

Categories

Geographic Focus
Shows the regions where the provider operates or has done business
United States
India
Supported Languages
English
Spanish

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    MLVeda audits your Salesforce org, raises the Health Check score from the 60s to the mid-90s, confirms least-privilege access across roles, profiles and permission sets, and replaces manual CSV backups with a tested disaster recovery plan.

  • Agentforce for Compliance Review: Document Checks Cut from 5 Days to 48 Hours
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    MLVeda builds Agentforce agents that check compliance documents against your rules and update the Salesforce record. At a national career-education provider, review time fell from 5 days to 48 hours and staff got back 15 to 20 hours a week.