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

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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

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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