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Getting Started

New to LeanData? You’re in the right place

The Getting Started webinar covers the foundational aspects of LeanData’s matching and routing capabilities. Get a quick start and be prepped for more complex solutions in the future

Getting started is easy

Join an upcoming instructor-led webinar or watch it on-demand anytime

Live webinar

Live webinar

Join LeanData’s Customer Education team as they lead a 60-minute webinar and answer questions. Hosted monthly.



Don’t want to wait? You can watch the webinar on-demand, anytime.

What you can expect to learn

If you’re a new customer implementing the LeanData Revenue Orchestration Platform, you’ll get the knowledge you need to make informed decisions and confidently maintain your LeanData configuration moving forward.

If you’re a new LeanData admin taking over day-to-day management of existing LeanData configurations, you’ll understand how to make adjustments to keep up with any organizational changes.

In this 60-minute session, we cover:

  • LeanData and Salesforce
  • LeanData matching
  • Anatomy of a LeanData routing graph
  • Common LeanData actions
  • Common changes and adjustments
  • Maintenance and troubleshooting tools
What you can expect to learn