LeanData Routing Certification
Drive Revenue Faster

Get Certified

Get LeanData Certified to become the ultimate OpsStar with the knowledge you need to be successful with LeanData in your organization.

Top 3 Reasons Why You Should Get LeanData Routing 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.

Pick the Course That’s Best for You!

Live Sessions

Join LeanData’s Customer Education Team as they lead a full day course ahead of the Certification exam. 

Live Session Schedule:

9am – 12pm: Training Course Part 1
12pm – 1pm: Lunch Break
1pm – 4pm: Training Course Part 2
4pm: Certification Exam (75 minutes)

See upcoming live sessions


Take on-demand courses and the Certification exam online at your own pace.

Self-Paced Course:

4.5 hours of video courses

6 hours estimated time to complete Certification

Sign up now

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!

Ready to experience LeanData?

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