Find aprocess inKnowledgeCreate anew taskinSalesforceIdentify aclosedkeyaccountOpena caseConvert froman inquiry toanopportunityAttach adocumentSend anew OOEfromSalesforceAdd a billingand shippingaddress toanopportunityFind a personaccountusing aphonenumberSchedule anappointmentin SalesforceClose allprimarytabsFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquirySendanemailLocate aninvoicenumber inSalesforceAdd areferral asa newinquirySchedulea callbackinSalesforceFind astudentstrackingnumber fortheir booksUpdatean activecaseFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceSort youropportunitiesalphabeticallyPost toChatterFind aprocess inKnowledgeCreate anew taskinSalesforceIdentify aclosedkeyaccountOpena caseConvert froman inquiry toanopportunityAttach adocumentSend anew OOEfromSalesforceAdd a billingand shippingaddress toanopportunityFind a personaccountusing aphonenumberSchedule anappointmentin SalesforceClose allprimarytabsFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquirySendanemailLocate aninvoicenumber inSalesforceAdd areferral asa newinquirySchedulea callbackinSalesforceFind astudentstrackingnumber fortheir booksUpdatean activecaseFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceSort 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. Find a process in Knowledge
  2. Create a new task in Salesforce
  3. Identify a closed key account
  4. Open a case
  5. Convert from an inquiry to an opportunity
  6. Attach a document
  7. Send a new OOE from Salesforce
  8. Add a billing and shipping address to an opportunity
  9. Find a person account using a phone number
  10. Schedule an appointment in Salesforce
  11. Close all primary tabs
  12. Find the link that you would send to the student after you the OOE was sent
  13. Transfer and inquiry
  14. Send an email
  15. Locate an invoice number in Salesforce
  16. Add a referral as a new inquiry
  17. Schedule a callback in Salesforce
  18. Find a students tracking number for their books
  19. Update an active case
  20. Find the GP ID# in Salesforce
  21. Accept a new inquiry in Omni-Channel
  22. Access common links in Salesforce
  23. Sort your opportunities alphabetically
  24. Post to Chatter