Opena caseFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelSend anew OOEfromSalesforceLocate aninvoicenumber inSalesforceAttach adocumentFind the link thatyou would sendto the studentafter you theOOE was sentIdentify aclosedkeyaccountAdd a billingand shippingaddress toanopportunityClose allprimarytabsAdd areferral asa newinquiryUpdatean activecaseFind theGP ID# inSalesforcePost toChatterConvert froman inquiry toanopportunityTransferandinquiryFind a personaccountusing aphonenumberAccesscommonlinks inSalesforceSendanemailCreate anew taskinSalesforceSchedulea callbackinSalesforceSchedule anappointmentin SalesforceFind astudentstrackingnumber fortheir booksSort youropportunitiesalphabeticallyOpena caseFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelSend anew OOEfromSalesforceLocate aninvoicenumber inSalesforceAttach adocumentFind the link thatyou would sendto the studentafter you theOOE was sentIdentify aclosedkeyaccountAdd a billingand shippingaddress toanopportunityClose allprimarytabsAdd areferral asa newinquiryUpdatean activecaseFind theGP ID# inSalesforcePost toChatterConvert froman inquiry toanopportunityTransferandinquiryFind a personaccountusing aphonenumberAccesscommonlinks inSalesforceSendanemailCreate anew taskinSalesforceSchedulea callbackinSalesforceSchedule anappointmentin SalesforceFind astudentstrackingnumber fortheir booksSort youropportunitiesalphabetically

Salesforce - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Open a case
  2. Find a process in Knowledge
  3. Accept a new inquiry in Omni-Channel
  4. Send a new OOE from Salesforce
  5. Locate an invoice number in Salesforce
  6. Attach a document
  7. Find the link that you would send to the student after you the OOE was sent
  8. Identify a closed key account
  9. Add a billing and shipping address to an opportunity
  10. Close all primary tabs
  11. Add a referral as a new inquiry
  12. Update an active case
  13. Find the GP ID# in Salesforce
  14. Post to Chatter
  15. Convert from an inquiry to an opportunity
  16. Transfer and inquiry
  17. Find a person account using a phone number
  18. Access common links in Salesforce
  19. Send an email
  20. Create a new task in Salesforce
  21. Schedule a callback in Salesforce
  22. Schedule an appointment in Salesforce
  23. Find a students tracking number for their books
  24. Sort your opportunities alphabetically