Opena caseFind aprocess inKnowledgeAccesscommonlinks inSalesforceCreate anew taskinSalesforceFind theGP ID# inSalesforceFind a personaccountusing aphonenumberSendanemailTransferandinquiryFind the link thatyou would sendto the studentafter you theOOE was sentAdd areferral asa newinquiryUpdatean activecaseAdd a billingand shippingaddress toanopportunitySchedule anappointmentin SalesforceLocate aninvoicenumber inSalesforceFind astudentstrackingnumber fortheir booksAccept anew inquiryin Omni-ChannelClose allprimarytabsIdentify aclosedkeyaccountSend anew OOEfromSalesforceSchedulea callbackinSalesforceAttach adocumentConvert froman inquiry toanopportunitySort youropportunitiesalphabeticallyPost toChatterOpena caseFind aprocess inKnowledgeAccesscommonlinks inSalesforceCreate anew taskinSalesforceFind theGP ID# inSalesforceFind a personaccountusing aphonenumberSendanemailTransferandinquiryFind the link thatyou would sendto the studentafter you theOOE was sentAdd areferral asa newinquiryUpdatean activecaseAdd a billingand shippingaddress toanopportunitySchedule anappointmentin SalesforceLocate aninvoicenumber inSalesforceFind astudentstrackingnumber fortheir booksAccept anew inquiryin Omni-ChannelClose allprimarytabsIdentify aclosedkeyaccountSend anew OOEfromSalesforceSchedulea callbackinSalesforceAttach adocumentConvert froman inquiry toanopportunitySort youropportunitiesalphabeticallyPost toChatter

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