Sales And RevOps Professionals: Salesforce Sales Cloud Workflows

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

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.