Customer Service Professionals: Salesforce Marketing Cloud Workflows

WHAT WE'RE RESEARCHING

We are running a paid study evaluating how customer service teams utilize Salesforce Marketing Cloud in their daily operations. Our goal is to understand real-world campaign execution, audience segmentation, and communication workflows. This research helps map the typical user journey and identify common friction points within the platform.

HOW IT WORKS

You will complete an asynchronous screen recording task from your own computer. During the session, you will share your screen and narrate your process as you navigate through a standard Salesforce Marketing Cloud workflow. We will ask you to explain your decision-making, highlight any specific tools you rely on, and describe the outcome of the task. The entire activity is self-paced and requires a clear audio recording of your walkthrough.

WHO THIS IS FOR

We are looking for customer service professionals and support specialists who actively use Salesforce Marketing Cloud. We welcome customer success managers, service desk leads, and marketing support coordinators with hands-on platform experience. You should be comfortable demonstrating your workflows and articulating your process clearly on video.

WHAT YOU'LL DO

• Record a video walkthrough of a typical Salesforce Marketing Cloud task

• Share your screen while navigating the platform interface

• Narrate your process by explaining the steps you take and why

• Highlight the features or tools you use most frequently during your workflow

WHO SHOULD APPLY

• Current customer service or support professional

• Hands-on experience using Salesforce Marketing Cloud

• Comfortable recording your screen and providing clear audio commentary

• Access to a reliable computer with a working microphone

COMPENSATION

$70 per task

READY TO PARTICIPATE?

Start your paid interview now https://terac.com/interview/start/r/13a0726b-3698-4f78-82d1-ada921bc6dd6?utm_source=ashby_listing_description

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 https://terac.com or on YouTube at @jointerac https://www.youtube.com/@jointerac.

Responsibilities

• Complete an asynchronous screen recording task from your own computer
• Record a video walkthrough of a typical Salesforce Marketing Cloud task
• Share your screen while navigating the platform interface
• Narrate your process by explaining the steps you take and why
• Highlight the features or tools you use most frequently during your workflow
• Explain your decision-making, highlight specific tools relied upon, and describe the outcome of the task

Requirements

• Current customer service or support professional
• Hands-on experience using Salesforce Marketing Cloud
• Comfortable recording your screen and providing clear audio commentary
• Access to a reliable computer with a working microphone
• Comfortable demonstrating workflows and articulating process clearly on video

• $70 per task