Find the link thatyou would sendto the studentafter you theOOE was sentSendanemailFind aprocess inKnowledgeAdd areferral asa newinquiryAccept anew inquiryin Omni-ChannelIdentify aclosedkeyaccountCreate anew taskinSalesforceFind astudentstrackingnumber fortheir booksPost toChatterFind theGP ID# inSalesforceFind a personaccountusing aphonenumberOpena caseSort youropportunitiesalphabeticallySchedulea callbackinSalesforceTransferandinquirySchedule anappointmentin SalesforceUpdatean activecaseLocate aninvoicenumber inSalesforceAccesscommonlinks inSalesforceClose allprimarytabsConvert froman inquiry toanopportunityAdd a billingand shippingaddress toanopportunitySend anew OOEfromSalesforceAttach adocumentFind the link thatyou would sendto the studentafter you theOOE was sentSendanemailFind aprocess inKnowledgeAdd areferral asa newinquiryAccept anew inquiryin Omni-ChannelIdentify aclosedkeyaccountCreate anew taskinSalesforceFind astudentstrackingnumber fortheir booksPost toChatterFind theGP ID# inSalesforceFind a personaccountusing aphonenumberOpena caseSort youropportunitiesalphabeticallySchedulea callbackinSalesforceTransferandinquirySchedule anappointmentin SalesforceUpdatean activecaseLocate aninvoicenumber inSalesforceAccesscommonlinks inSalesforceClose allprimarytabsConvert froman inquiry toanopportunityAdd a billingand shippingaddress toanopportunitySend anew OOEfromSalesforceAttach adocument

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