SendanemailFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityAdd areferral asa newinquiryFind astudentstrackingnumber fortheir booksFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquiryAttach adocumentCreate anew taskinSalesforceFind aprocess inKnowledgeSort youropportunitiesalphabeticallyLocate aninvoicenumber inSalesforceSchedulea callbackinSalesforceSchedule anappointmentin SalesforceAccesscommonlinks inSalesforceAdd a billingand shippingaddress toanopportunityAccept anew inquiryin Omni-ChannelFind theGP ID# inSalesforceUpdatean activecaseIdentify aclosedkeyaccountPost toChatterSend anew OOEfromSalesforceOpena caseClose allprimarytabsSendanemailFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityAdd areferral asa newinquiryFind astudentstrackingnumber fortheir booksFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquiryAttach adocumentCreate anew taskinSalesforceFind aprocess inKnowledgeSort youropportunitiesalphabeticallyLocate aninvoicenumber inSalesforceSchedulea callbackinSalesforceSchedule anappointmentin SalesforceAccesscommonlinks inSalesforceAdd a billingand shippingaddress toanopportunityAccept anew inquiryin Omni-ChannelFind theGP ID# inSalesforceUpdatean activecaseIdentify aclosedkeyaccountPost toChatterSend anew OOEfromSalesforceOpena caseClose allprimarytabs

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