Learn Clay From Scratch
Master the complete Clay platform from blank tables to automated CRM syncs. Learn sourcing, web scraping, waterfall enrichment, and AI logic from scratch by building a real-world project.…
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CRM Analytics
How to Limit Rows in a CRM Analytics Recipe Using Rank and Partition
Salesforce CRM Analytics recipes have no LIMIT clause. When a dataset run drags on and you only want a small test slice, use rank + partition + filter to cap rows deterministically. Full worked example, the top-N-per-category variation, and the gotchas to watch.…
What is Person Accounts in Salesforce
What a Person Account actually is, the B2C use cases that justify it, how to enable and create one, and the do's and don'ts nobody tells you until after you've clicked Enable in production.…
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Data Model Basics
Quiz: the data model
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Data Model Basics
Hands-on: build a custom object
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Data Model Basics
Standard vs custom objects
Data Model Basics
Objects, fields and records
The spreadsheet analogy that makes the whole data model click.…
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Data Model Basics
Data Model Basics
Objects, fields and relationships — how Salesforce actually stores your data, and how to shape it.…
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Setup Salesforce
Knowledge check: org setup
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Setup Salesforce
Hands-on: add company info and a user
Setup Salesforce
Guided tour of Setup
The gear menu, the Object Manager, and the Setup search bar — the three things you'll use daily.…
Setup Salesforce
Create your Developer Edition org
Why the Developer Edition is the right home base, and how it differs from a trial.…
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Setup Salesforce
Set Up Your Org
Get a real, free org and make it yours: sign up, tour Setup, add users and company details.…
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start
Hands-on: claim a free Trailhead Playground
Your own real Salesforce org, free forever, in about two minutes. This is where every later exercise happens.…
start
A tour of the Salesforce ecosystem
Clouds, editions, AppExchange and Trailhead — a five-minute flyover so the names stop being noise.…
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What is Salesforce, really?
Before any clicking, get the map: Salesforce is a CRM platform — a shared database of customers wrapped in tools to work with them.…
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Start Here
Salesforce from absolute zero — what it is, who uses it, and the words everyone assumes you know.…
n8n
N8N & Salesforce Integration - The Complete Setup Guide
This guide shows you how to integrate n8n with Salesforce. Using two secure methods OAuth 2.0 (Client ID - Consumer Key ) & Client Secret - Consumer Secret ) and JWT. how you create a Connected App in Salesforce and configure credentials in n8n, and run a first workflow N8N automation for salesforce…
Conga CPQ
Conga CPQ - Fundamentals
What You’ll Learn * The admin console & navigation map you’ll use daily * The core data objects (products, attributes, bundles, price…
Conga CPQ
Conga CPQ - Introduction
Conga CPQ Training — Welcome & Orientation (Lesson 1) Course URL: https://namastesalesforce.com/courses/conga-cpq/training-welcome/ Namaste and welcome! This…
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Conga CPQ
Conga (Apttus) CPQ Training
Start learning Conga CPQ (formerly Apttus) on Salesforce: basics to mastery—package install, product/catalog/options, bundles, pricing (lists/tiers/matrices, discounts, deal guidance), constraint rules & approvals, quotes, renewals, templates, and integrations. Job-ready training.…
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Salesforce Jobs in the Future
Salesforce + AI is opening up serious opportunities in India through 2028. If you’re a fresher or a busy professional looking for a **calm, reliable path**, this article lays out the **roles, skills, and a practical plan** and why I’m building **Namaste Salesforce** to help you get there…
Getting Started
History Of Salesforce
Hey Swarnil, future Salesforce expert! 👋 Welcome to the world of enterprise software, especially in the Salesforce domain. As a fresh CSE graduate,…
