Salesforce Expert - Workflow Recording
Core
Capture realistic Salesforce workflow recordings (screen captures with narration) for AI product training.
Role type
Freelance data annotation specialist (Salesforce domain)
Builds
A library of real-world professional workflow recordings for AI companies
Domain
CRM / Salesforce / Data Annotation
Deliverable
production ML models
Required skills
Salesforce Administration, Lead Conversion, Pipeline Reporting, Assignment Rules, Data Import, Screen Recording, Audio Narration
Preferred skills
Salesforce Certifications, Sales Cloud, Service Cloud, Marketing Cloud, Report/Dashboard Configuration, Automation, Enterprise Administration
Technologies
Salesforce, Sales Cloud, Service Cloud, Marketing Cloud
Responsibilities
Record 4–5 screen captures demonstrating real Salesforce workflows, Demonstrate lead qualification and conversion workflows, Create or modify pipeline reports and dashboards, Configure or manage lead and case assignment rules, Import and manage contacts and CRM data, Provide clear audio narration while completing each workflow
Seniority
Mid-level, hands-on contributor
