Sales and RevOps Professional – Salesforce Sales Cloud Workflows

Posted 1ds ago

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Job Description

Salesforce Sales Cloud professionals recording narrated workflow videos for Terac’s paid research study. Sharing pipeline processes, friction points, and custom workarounds to support AI research.

Responsibilities:

  • 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

Requirements:

  • 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
  • Current Sales professionals, RevOps specialists, and Salesforce administrators who actively use Sales Cloud
  • Candidates should be comfortable narrating their actions clearly
  • Experience customizing or optimizing personal pipeline views is highly encouraged