LeanData Сertification Program

Become a Сertified Expert

Get LeanData Сertified and join the community of over 1,700 LeanData Certified Experts

Top 3 reasons why you should get LeanData Certified

Customer first


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


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

Enterprise orchestration


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

Explore Certifications

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

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: Instructor-Led

Topics Covered
Other Object Routers
Advanced Round Robins
Get Records and Related Object Reporting
Reporting on LeanData Objects

Class Formats



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



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

  1. LeanData and Salesforce

    How LeanData operates within Salesforce and what that means for you

  2. Matching and tagging

    A transparent explanation of how LeanData’s matching algorithm works and ways to leverage this in your reporting and processes

  3. Routing management

    Managing your routing logic in LeanData’s visual FlowBuilder Interface

  4. Nodes deep-dive

    Nodes that are available to you and how to get the most out of them

  5. Troubleshooting and maintenance

    Tools you can use for troubleshooting and maintaining your LeanData routing graph

  6. Advanced topics

    Real-time processing, user schedules, one-time routing jobs, and much more

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.

Screenshot of a LeanData Certification Class held online
Screenshot of a LeanData Certification Class held online