Send anew OOEfromSalesforceIdentify aclosedkeyaccountUpdatean activecaseAccept anew inquiryin Omni-ChannelFind theGP ID# inSalesforceCreate anew taskinSalesforceOpena caseAccesscommonlinks inSalesforceSchedulea callbackinSalesforceConvert froman inquiry toanopportunityFind the link thatyou would sendto the studentafter you theOOE was sentLocate aninvoicenumber inSalesforceTransferandinquiryFind a personaccountusing aphonenumberAdd a billingand shippingaddress toanopportunitySchedule anappointmentin SalesforceFind aprocess inKnowledgeClose allprimarytabsFind astudentstrackingnumber fortheir booksAttach adocumentSendanemailSort youropportunitiesalphabeticallyPost toChatterAdd areferral asa newinquirySend anew OOEfromSalesforceIdentify aclosedkeyaccountUpdatean activecaseAccept anew inquiryin Omni-ChannelFind theGP ID# inSalesforceCreate anew taskinSalesforceOpena caseAccesscommonlinks inSalesforceSchedulea callbackinSalesforceConvert froman inquiry toanopportunityFind the link thatyou would sendto the studentafter you theOOE was sentLocate aninvoicenumber inSalesforceTransferandinquiryFind a personaccountusing aphonenumberAdd a billingand shippingaddress toanopportunitySchedule anappointmentin SalesforceFind aprocess inKnowledgeClose allprimarytabsFind astudentstrackingnumber fortheir booksAttach adocumentSendanemailSort youropportunitiesalphabeticallyPost toChatterAdd areferral asa newinquiry

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