Find a personaccountusing aphonenumberFind theGP ID# inSalesforceUpdatean activecaseFind aprocess inKnowledgeTransferandinquirySchedulea callbackinSalesforceLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentAdd areferral asa newinquiryClose allprimarytabsSend anew OOEfromSalesforceSchedule anappointmentin SalesforceSort youropportunitiesalphabeticallyAdd a billingand shippingaddress toanopportunityOpena caseAccesscommonlinks inSalesforceSendanemailFind astudentstrackingnumber fortheir booksAttach adocumentPost toChatterIdentify aclosedkeyaccountCreate anew taskinSalesforceAccept anew inquiryin Omni-ChannelConvert froman inquiry toanopportunityFind a personaccountusing aphonenumberFind theGP ID# inSalesforceUpdatean activecaseFind aprocess inKnowledgeTransferandinquirySchedulea callbackinSalesforceLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentAdd areferral asa newinquiryClose allprimarytabsSend anew OOEfromSalesforceSchedule anappointmentin SalesforceSort youropportunitiesalphabeticallyAdd a billingand shippingaddress toanopportunityOpena caseAccesscommonlinks inSalesforceSendanemailFind astudentstrackingnumber fortheir booksAttach adocumentPost toChatterIdentify aclosedkeyaccountCreate anew taskinSalesforceAccept anew inquiryin Omni-ChannelConvert froman inquiry toanopportunity

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