Close allprimarytabsFind theGP ID# inSalesforceFind aprocess inKnowledgeIdentify aclosedkeyaccountConvert froman inquiry toanopportunityAdd areferral asa newinquiryAttach adocumentPost toChatterLocate aninvoicenumber inSalesforceFind astudentstrackingnumber fortheir booksSort youropportunitiesalphabeticallyCreate anew taskinSalesforceAdd a billingand shippingaddress toanopportunityFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquirySchedulea callbackinSalesforceAccept anew inquiryin Omni-ChannelOpena caseSchedule anappointmentin SalesforceAccesscommonlinks inSalesforceSendanemailFind a personaccountusing aphonenumberUpdatean activecaseSend anew OOEfromSalesforceClose allprimarytabsFind theGP ID# inSalesforceFind aprocess inKnowledgeIdentify aclosedkeyaccountConvert froman inquiry toanopportunityAdd areferral asa newinquiryAttach adocumentPost toChatterLocate aninvoicenumber inSalesforceFind astudentstrackingnumber fortheir booksSort youropportunitiesalphabeticallyCreate anew taskinSalesforceAdd a billingand shippingaddress toanopportunityFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquirySchedulea callbackinSalesforceAccept anew inquiryin Omni-ChannelOpena caseSchedule anappointmentin SalesforceAccesscommonlinks inSalesforceSendanemailFind a personaccountusing aphonenumberUpdatean activecaseSend anew OOEfromSalesforce

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Close all primary tabs
  2. Find the GP ID# in Salesforce
  3. Find a process in Knowledge
  4. Identify a closed key account
  5. Convert from an inquiry to an opportunity
  6. Add a referral as a new inquiry
  7. Attach a document
  8. Post to Chatter
  9. Locate an invoice number in Salesforce
  10. Find a students tracking number for their books
  11. Sort your opportunities alphabetically
  12. Create a new task in Salesforce
  13. Add a billing and shipping address to an opportunity
  14. Find the link that you would send to the student after you the OOE was sent
  15. Transfer and inquiry
  16. Schedule a callback in Salesforce
  17. Accept a new inquiry in Omni-Channel
  18. Open a case
  19. Schedule an appointment in Salesforce
  20. Access common links in Salesforce
  21. Send an email
  22. Find a person account using a phone number
  23. Update an active case
  24. Send a new OOE from Salesforce