Sales And RevOps Professionals: Salesforce Sales Cloud Workflows
At a glance
Mid-level Revenue & Sales Operations role at Terac. Remote, United States · contract.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Record your Salesforce Sales Cloud screen while completing a routine workflow
- Guide viewers through a recurring daily or weekly sales process in sequence
- Explain your reasoning and the purpose behind specific actions
- Call out workflow friction and any custom workarounds you rely on
What you bring
- Current work in sales, revenue operations, or Salesforce administration
- Regular hands-on use of Salesforce Sales Cloud for pipeline and account work
- Ability to capture your screen and describe your actions clearly aloud
- Experience tailoring or improving your own pipeline views is encouraged
Who this fits
This suits an active sales or RevOps professional, or a Salesforce administrator, who uses Sales Cloud regularly. You should be comfortable recording asynchronously and narrating your workflow aloud. The engagement is a contractor study paid per task.
From the employer
What We're Researching
We are running a paid study on everyday Salesforce Sales Cloud workflows. We want to see how professionals navigate the platform to manage their pipelines and daily tasks. This research helps us understand the practical friction points and efficiencies in modern sales operations.
How It Works
You will record a brief video walking us through one of your standard workflows in Salesforce Sales Cloud. During the screen recording, you will explain your thought process and highlight any custom steps you take. We ask that you narrate your actions clearly as you move through the interface. The entire process is conducted asynchronously for your convenience.
Who This Is For
We welcome current Sales professionals, RevOps specialists, and Salesforce administrators who actively use Sales Cloud. You should be comfortable recording your screen and narrating your workflow aloud. Candidates with experience customizing or optimizing their own pipeline views are highly encouraged to apply.
What You'll Do
Record a screen-capture video of your Salesforce Sales Cloud environment
Walk through a standard daily or weekly sales workflow step by step
Narrate your thought process and explain why you take specific actions
Highlight any friction points or custom workarounds you use
Who Should Apply
Active Sales or RevOps professional
Regular user of Salesforce Sales Cloud
Comfortable recording your screen and speaking aloud
Familiar with standard pipeline and account management workflows
Compensation
$70 per task
Ready to participate?
About Terac
Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.
Learn more at terac.com or on YouTube at @jointerac.
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