SendanemailFind a personaccountusing aphonenumberAttach adocumentLocate aninvoicenumber inSalesforceAdd a billingand shippingaddress toanopportunityAccesscommonlinks inSalesforceSend anew OOEfromSalesforceUpdatean activecaseFind the link thatyou would sendto the studentafter you theOOE was sentSort youropportunitiesalphabeticallyFind astudentstrackingnumber fortheir booksOpena caseSchedule anappointmentin SalesforceIdentify aclosedkeyaccountSchedulea callbackinSalesforceAccept anew inquiryin Omni-ChannelFind aprocess inKnowledgeTransferandinquiryAdd areferral asa newinquiryPost toChatterConvert froman inquiry toanopportunityFind theGP ID# inSalesforceClose allprimarytabsCreate anew taskinSalesforceSendanemailFind a personaccountusing aphonenumberAttach adocumentLocate aninvoicenumber inSalesforceAdd a billingand shippingaddress toanopportunityAccesscommonlinks inSalesforceSend anew OOEfromSalesforceUpdatean activecaseFind the link thatyou would sendto the studentafter you theOOE was sentSort youropportunitiesalphabeticallyFind astudentstrackingnumber fortheir booksOpena caseSchedule anappointmentin SalesforceIdentify aclosedkeyaccountSchedulea callbackinSalesforceAccept anew inquiryin Omni-ChannelFind aprocess inKnowledgeTransferandinquiryAdd areferral asa newinquiryPost toChatterConvert froman inquiry toanopportunityFind theGP ID# inSalesforceClose allprimarytabsCreate anew taskinSalesforce

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