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LeanData Сertification Program

Become a Сertified Expert

Get LeanData Сertified and join the community of over 2,400 LeanData Certified Experts

Top 3 reasons why you should get LeanData Certified

hand supporting a customer to represent good customer service

Business

You’ll be an expert in orchestrating seamless automation of key Salesforce objects, allowing you to make an instant impact on your business.
Converting Signals to Revenue

Career

You can proudly display your LeanData Certification badges on your LinkedIn profile, your resume, and anywhere else.
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Community

Get access to exclusive monthly meetups and networking opportunities to continue learning from and sharing with your peers.

Explore Certifications

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Fundamentals Certification

This is first course in the LeanData Certification Program, designed to help you harness the full potential of LeanData.

Recommended for admins with 3+ months of experience.

Course format: Instructor-Led or Self-Paced
Topics Covered
  • Matching and Tagging
  • Routing Logic
  • Different LeanData Nodes
  • Maintenance and Troubleshooting Tools
Get Fundamentals Certified
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Advanced Certification

Expands on our Fundamentals course and is designed for seasoned administrators who want to achieve revenue orchestration mastery.

Fundamentals Certification is a prerequisite for this course.

Course format: Self-Paced
Topics Covered
  • Other Object Routers
  • Advanced Round Robins
  • Get Records and Related Object Reporting
  • Reporting on LeanData Objects
Get Advanced Certified
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BookIt Certification

Covers our BookIt suite of scheduling products and is designed to help administrators harness the full potential of BookIt.

Fundamentals Certification is a prerequisite for this course.

Course format: Self-Paced
Topics Covered
  • Navigating the BookIt settings
  • Managing meeting types and distribution
  • Reporting and Settings
  • Connecting BookIt with your other GTM processes
Get BookIt Certified

Class Formats

Instructor-led

Day-long sessions hosted by the LeanData Customer Education team over Zoom

You’ll receive six hours of instruction with a lunch break and will complete the day by taking the exam

Ask questions and get help in real-time

Self-Paced

Complete your Certification asynchronously through pre-recorded video content

You’ll have 30 days to complete the course at your own pace

Best-suited for those who are unable to attend an instructor-led class

What you can expect to learn

Here are just a few topics you can expect to learn more about
LeanData and Salesforce
How LeanData operates within Salesforce and what that means for you
Matching and tagging
A transparent explanation of 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
Nodes that are available to you and how to get the most out of them
Troubleshooting and maintenance
Tools you can use for troubleshooting and maintaining your LeanData routing graph
Advanced topics
Real-time processing, user schedules, one-time routing jobs, and much more
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Straight from the experts themselves

“I’m walking away from the LeanData Routing Certification course much more confident in my understanding of how to power our organization in new ways. Not only did I become a certified user, I walked away with a page full of notes on how to better deploy our existing setup.”
Kara Smith
Director of Revenue Operations at Ruby
“If you’ve had reservations about getting under LeanData’s hood due to its perceived complexity, this course is for you! You’ll leave this course feeling much more knowledgeable, and you’ll be eager to explore LeanData’s potential.”
Marc Oiumet
Associate Manager, Business Applications at Rocket Software
“Excellent experience. It was challenging, but I feel more confident in my ability to administer LeanData than before.”
Zach Busch
Sales Operations Analyst at Malwarebytes

Join the LeanData Expert Community

Get LeanData Certified and gain access to exclusive networking opportunities to continue learning from, and sharing with, your peers.
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Screenshot of a LeanData Certification Class held online
Screenshot of a LeanData Certification Class held online