Create anew taskinSalesforcePost toChatterTransferandinquiryFind the link thatyou would sendto the studentafter you theOOE was sentAdd areferral asa newinquirySchedulea callbackinSalesforceConvert froman inquiry toanopportunityLocate aninvoicenumber inSalesforceSendanemailAccept anew inquiryin Omni-ChannelOpena caseClose allprimarytabsFind theGP ID# inSalesforceAccesscommonlinks inSalesforceAttach adocumentSend anew OOEfromSalesforceFind astudentstrackingnumber fortheir booksFind a personaccountusing aphonenumberSchedule anappointmentin SalesforceUpdatean activecaseAdd a billingand shippingaddress toanopportunitySort youropportunitiesalphabeticallyIdentify aclosedkeyaccountFind aprocess inKnowledgeCreate anew taskinSalesforcePost toChatterTransferandinquiryFind the link thatyou would sendto the studentafter you theOOE was sentAdd areferral asa newinquirySchedulea callbackinSalesforceConvert froman inquiry toanopportunityLocate aninvoicenumber inSalesforceSendanemailAccept anew inquiryin Omni-ChannelOpena caseClose allprimarytabsFind theGP ID# inSalesforceAccesscommonlinks inSalesforceAttach adocumentSend anew OOEfromSalesforceFind astudentstrackingnumber fortheir booksFind a personaccountusing aphonenumberSchedule anappointmentin SalesforceUpdatean activecaseAdd a billingand shippingaddress toanopportunitySort youropportunitiesalphabeticallyIdentify aclosedkeyaccountFind aprocess inKnowledge

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