Find aprocess inKnowledgeAdd areferral asa newinquiryCreate anew taskinSalesforceAttach adocumentPost toChatterFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelFind a personaccountusing aphonenumberTransferandinquiryAccesscommonlinks inSalesforceFind astudentstrackingnumber fortheir booksSend anew OOEfromSalesforceSchedulea callbackinSalesforceSendanemailLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentUpdatean activecaseClose allprimarytabsOpena caseConvert froman inquiry toanopportunitySort youropportunitiesalphabeticallySchedule anappointmentin SalesforceIdentify aclosedkeyaccountAdd a billingand shippingaddress toanopportunityFind aprocess inKnowledgeAdd areferral asa newinquiryCreate anew taskinSalesforceAttach adocumentPost toChatterFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelFind a personaccountusing aphonenumberTransferandinquiryAccesscommonlinks inSalesforceFind astudentstrackingnumber fortheir booksSend anew OOEfromSalesforceSchedulea callbackinSalesforceSendanemailLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentUpdatean activecaseClose allprimarytabsOpena caseConvert froman inquiry toanopportunitySort youropportunitiesalphabeticallySchedule anappointmentin SalesforceIdentify aclosedkeyaccountAdd a billingand shippingaddress 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 process in Knowledge
  2. Add a referral as a new inquiry
  3. Create a new task in Salesforce
  4. Attach a document
  5. Post to Chatter
  6. Find the GP ID# in Salesforce
  7. Accept a new inquiry in Omni-Channel
  8. Find a person account using a phone number
  9. Transfer and inquiry
  10. Access common links in Salesforce
  11. Find a students tracking number for their books
  12. Send a new OOE from Salesforce
  13. Schedule a callback in Salesforce
  14. Send an email
  15. Locate an invoice number in Salesforce
  16. Find the link that you would send to the student after you the OOE was sent
  17. Update an active case
  18. Close all primary tabs
  19. Open a case
  20. Convert from an inquiry to an opportunity
  21. Sort your opportunities alphabetically
  22. Schedule an appointment in Salesforce
  23. Identify a closed key account
  24. Add a billing and shipping address to an opportunity