Join LeanData’s Customer Education Team as they lead a full day course to prepare you to for the Certification exam in a one-day session.

Upcoming Sessions

Have an enrollment code? Use it here.

Don't see a time that works for you? Take the on-demand course online at your own pace.

What you can expect to learn

  • LeanData and Salesforce: How LeanData operates within Salesforce and what that means for you
  • Matching and Tagging: How LeanData's Matching Algorithm works and ways to leverage this in your reporting and processes
  • Routing Management: Managing your Routing logic in LeanData's Visual Flowbuilder Interface
  • Nodes Deep-dive: Which nodes are available to you and how to get the most out of them
  • Troubleshooting & Maintenance: Which tools are available for troubleshooting and maintaining your LeanData Routing Flow
  • Advanced Topics: Advanced Round Robin features, Routing other Objects, and more!

Top 3 reasons to get LeanData Fundamentals Certified

  1. Business - You’ll learn how to make an impact on your business and deliver on any GTM route by connecting data to the right people by
    orchestrating a smooth flow of leads, contacts, accounts, opportunities, or any other CRM objects.
  2. Career - You'll be a LeanData Certified Expert, so you can proudly display that LeanData Certification Badge on your LinkedIn profile and anywhere else.
  3. Community - Connect and network with your Ops peers in our online Community and exclusive LeanData Expert events. 

What previous attendees are saying:

"I highly recommend this class! This is a great way to get a better understanding of LeanData's functionality and to uncover new ideas on how to use the tool!"
"This class is an excellent opportunity for anyone new or familiar with LeanData to get a deep dive "crash course" in the functionality and capabilities of the product from some highly knowledgeable instructors!"
"Despite being a LeanData Admin for 3+ years, I learned a lot during this course! I would recommend this to any LeanData user, regardless of their experience level!"