Add areferral asa newinquiryCreate anew taskinSalesforceClose allprimarytabsAccesscommonlinks inSalesforcePost toChatterSend anew OOEfromSalesforceSendanemailFind aprocess inKnowledgeUpdatean activecaseSort youropportunitiesalphabeticallyFind theGP ID# inSalesforceFind a personaccountusing aphonenumberIdentify aclosedkeyaccountAccept anew inquiryin Omni-ChannelAttach adocumentLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentAdd a billingand shippingaddress toanopportunitySchedulea callbackinSalesforceOpena caseSchedule anappointmentin SalesforceConvert froman inquiry toanopportunityFind astudentstrackingnumber fortheir booksTransferandinquiryAdd areferral asa newinquiryCreate anew taskinSalesforceClose allprimarytabsAccesscommonlinks inSalesforcePost toChatterSend anew OOEfromSalesforceSendanemailFind aprocess inKnowledgeUpdatean activecaseSort youropportunitiesalphabeticallyFind theGP ID# inSalesforceFind a personaccountusing aphonenumberIdentify aclosedkeyaccountAccept anew inquiryin Omni-ChannelAttach adocumentLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentAdd a billingand shippingaddress toanopportunitySchedulea callbackinSalesforceOpena caseSchedule anappointmentin SalesforceConvert froman inquiry toanopportunityFind astudentstrackingnumber fortheir booksTransferandinquiry

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.


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