> ## Content Index > Fetch the complete content index at: https://www.namastesalesforce.com/llms.txt > Use this file to discover other available public pages before exploring further. # Build a Payments Company GTM on Salesforce - URL: https://www.namastesalesforce.com/courses/build-a-payments-company-gtm/ - Published: 2026-09-21T16:25:26.000Z - Updated: 2026-09-21T16:25:26.000Z - Author: Swarnil Singhai - Tags: Namaste Pay, #course **learn Salesforce by building Project NamastePay** > **For learning only.** NamastePay is fictional and all data is synthetic. Not affiliated with Salesforce or any payments company. ## About this course - Learn Salesforce from scratch by building a real-world style fintech system - Point-and-click only, no coding needed - Free Salesforce Developer Edition org - Every lesson covers one Salesforce skill and the business "why" behind it ## Who it's for - Beginners who want to learn Salesforce admin - Anyone curious how payment companies run sales, compliance and onboarding - Job seekers who want a portfolio project ## What you'll learn - Objects, fields and relationships - Security: permission sets, groups and sharing - Lightning apps and record pages - Flows, approvals and quick actions - Integrations with n8n, Twilio and Claude - Reports, dashboards and predictions ## Lesson format - **Concept**: what the Salesforce feature is - **GTM why**: why a payments company needs it - **Build**: exact click paths - **Check**: confirm it works --- ## Module 1: Welcome to NamastePay 1. What we're building and why 2. Meet the personas: Priya, Arjun, Kavya and leadership 3. Sign up for a free Developer org 4. Tour of Setup and Object Manager 5. Keeping one app isolated in a shared org (the `NP_` rule) ## Module 2: Data foundations 1. Objects, fields and records explained 2. Create the Product object and 5 products 3. Build the Lead object and its picklists 4. Opportunities, Merchants and relationships 5. Master-detail and roll-up summaries (Revenue, Merchant Products) 6. Communications and Weekly Reports 7. Custom metadata for settings ## Module 3: Security the right way 1. Why profiles grant nothing here 2. Permission sets and field-level security 3. Permission set groups and muting 4. Custom permissions 5. Private sharing, queues and public groups 6. Create test users and prove access works ## Module 4: Your Lightning app 1. Create the NamastePay Console app 2. Tabs and navigation 3. Record pages with Dynamic Forms 4. Dynamic Actions and buttons by permission 5. App branding ## Module 5: Capturing demand with AI 1. The invite form 2. Phone verification with Twilio Verify 3. Setting up n8n and the integration user 4. Creating leads from the form 5. AI enrichment with Claude ## Module 6: Scoring, routing and review 1. Record-triggered Flows basics 2. Stamping dates on every status change 3. Calculating the fit score 4. Routing leads to the right path 5. Compliance approval process and validation rule 6. Quick actions: approve, reject, request info ## Module 7: Messaging that converts 1. Email templates in SendGrid 2. WhatsApp Sandbox setup 3. Sending invites automatically 4. Tracking delivery, opens and reads 5. The nurture schedule: days 3, 7, 14 and 30 ## Module 8: Activation and revenue 1. The mock payments app 2. Signup, KYC and first live payment events 3. Creating merchants on activation 4. Daily revenue by product 5. Loading synthetic data 6. AI deal summaries and account briefs ## Module 9: Insight and prediction 1. Reports and folders 2. Dashboards for each persona 3. Daily snapshots and trends 4. Win, activation and churn predictions 5. The Monday AI weekly report ## Module 10: Capstone 1. Test the full journey end to end 2. Write your case study 3. Record a 5-minute demo 4. Share your portfolio project --- ## What you'll have at the end - A working GTM system in your own Salesforce org - Real admin skills employers ask for - A portfolio project and demo video # Build a Payments Company on Salesforce: Curriculum ## Module 1: Welcome and Setup Lesson 1 - What We're Building Lesson 2 - Meet the Personas Lesson 3 - GTM Basics: Funnel, Activation, Revenue Lesson 4 - Sign Up for a Developer Org Lesson 5 - Tour of Setup and Object Manager Lesson 6 - Set Company Information Lesson 7 - The NP\_ Isolation Rules Lesson 8 - Tracking Progress and Decisions ## Module 2: Data Foundations Lesson 9 - Objects, Fields and Records Lesson 10 - Field Types and Number Sizing Lesson 11 - Create the Product Object Lesson 12 - Add Product Fields Lesson 13 - Add the 5 Products Lesson 14 - Create the Lead Object Lesson 15 - Lead Contact and Company Fields Lesson 16 - Lead Picklists Lesson 17 - Lead AI Fields Lesson 18 - Lead Review and Lifecycle Dates Lesson 19 - Lead Formula Fields Lesson 20 - Create the Opportunity Object Lesson 21 - Opportunity Fields and Formulas Lesson 22 - Create the Merchant Object Lesson 23 - Lookups: Connecting Lead, Opportunity, Merchant Lesson 24 - Merchant Products and Master-Detail Lesson 25 - Create the Revenue Object Lesson 26 - Roll-Up Summary Fields Lesson 27 - Merchant Trend and Health Fields Lesson 28 - Create the Communication Object Lesson 29 - Create the Weekly Report Object Lesson 30 - Custom Metadata: NamastePay Settings Lesson 31 - Schema Builder: See the Whole Model ## Module 3: Security the Right Way Lesson 32 - How Salesforce Access Works Lesson 33 - Org-Wide Defaults: Private Lesson 34 - Permission Sets Explained Lesson 35 - Build NP\_Base Lesson 36 - Build the Persona Permission Sets Lesson 37 - Field-Level Security by Persona Lesson 38 - The Muting Permission Set Lesson 39 - Permission Set Groups Lesson 40 - Custom Permissions Lesson 41 - Queues and Public Groups Lesson 42 - Sharing Rules Lesson 43 - Create Test Users Lesson 44 - Run the Permission Tests ## Module 4: Your Lightning App Lesson 45 - Create Tabs Lesson 46 - Create the NamastePay Console App Lesson 47 - App Branding Lesson 48 - Page Layouts vs Lightning Pages Lesson 49 - Lead Record Page with Dynamic Forms Lesson 50 - Opportunity and Merchant Record Pages Lesson 51 - List Views for Each Persona Lesson 52 - Compact Layouts and Highlights ## Module 5: Capturing Demand with AI Lesson 53 - The Integration User Lesson 54 - External Client App and OAuth Lesson 55 - Set Up n8n Lesson 56 - Connect n8n to Salesforce Lesson 57 - Twilio Verify Service Lesson 58 - Build the Invite Form Lesson 59 - Workflow 01: Invite Intake Lesson 60 - Upserts and External IDs Lesson 61 - Claude API Basics Lesson 62 - Workflow 02: AI Enrichment Lesson 63 - Validating AI Output and Handling Errors ## Module 6: Scoring, Routing and Review Lesson 64 - Flow Builder Basics Lesson 65 - Before-Save Flow: Status Dates Lesson 66 - After-Save Flow: Fit Score Lesson 67 - After-Save Flow: Routing Lesson 68 - Assigning Owners and Creating Tasks Lesson 69 - Validation Rule: Protect Approvals Lesson 70 - Approval Process: Compliance Review Lesson 71 - Scheduled Path: 48-Hour SLA Alert Lesson 72 - Screen Flows as Quick Actions Lesson 73 - Approve, Reject and Request Info Lesson 74 - Convert to Opportunity Lesson 75 - Opportunity Stage Flow Lesson 76 - Named Credential: Calling n8n Lesson 77 - Dynamic Actions by Permission ## Module 7: Messaging That Converts Lesson 78 - SendGrid Sender and Branded Templates Lesson 79 - WhatsApp Sandbox Setup Lesson 80 - Generating Invite Codes Lesson 81 - Workflow 03: Send Invite Lesson 82 - Workflow 04: Message Events Lesson 83 - Workflow 05: Nurture Scheduler Lesson 84 - WhatsApp Nudge Button ## Module 8: Activation and Revenue Lesson 85 - Build the Mock Payments App Lesson 86 - Workflow 06: Product Events Lesson 87 - Activation: Creating the Merchant Lesson 88 - Workflow 07: Daily Revenue Lesson 89 - Synthetic Data Generator Lesson 90 - Loading Data in the Right Order Lesson 91 - Workflow 08: AI Deal Summary Lesson 92 - Workflow 09: AI Account Brief ## Module 9: Insight and Prediction Lesson 93 - Reports and Report Types Lesson 94 - Report Folders and Sharing Lesson 95 - Salesforce Dashboards Lesson 96 - CRM Analytics Datasets Lesson 97 - Daily Snapshots Lesson 98 - Executive Dashboard Page Lesson 99 - Sales, Compliance and Onboarding Pages Lesson 100 - Prediction Models in Python Lesson 101 - Workflow 11: Prediction Scores Lesson 102 - Workflow 10: Weekly AI Report ## Module 10: Capstone Lesson 103 - End-to-End Journey Test Lesson 104 - Save Metadata to GitHub Lesson 105 - Write the Case Study Lesson 106 - Record the Demo Lesson 107 - Publish Your Portfolio