Create anew taskinSalesforceSort youropportunitiesalphabeticallySend anew OOEfromSalesforceIdentify aclosedkeyaccountFind theGP ID# inSalesforceOpena caseAdd areferral asa newinquiryFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquiryAccept anew inquiryin Omni-ChannelAdd a billingand shippingaddress toanopportunityConvert froman inquiry toanopportunitySendanemailAttach adocumentSchedule anappointmentin SalesforceFind astudentstrackingnumber fortheir booksUpdatean activecaseAccesscommonlinks inSalesforceSchedulea callbackinSalesforceClose allprimarytabsPost toChatterFind a personaccountusing aphonenumberLocate aninvoicenumber inSalesforceFind aprocess inKnowledgeCreate anew taskinSalesforceSort youropportunitiesalphabeticallySend anew OOEfromSalesforceIdentify aclosedkeyaccountFind theGP ID# inSalesforceOpena caseAdd areferral asa newinquiryFind the link thatyou would sendto the studentafter you theOOE was sentTransferandinquiryAccept anew inquiryin Omni-ChannelAdd a billingand shippingaddress toanopportunityConvert froman inquiry toanopportunitySendanemailAttach adocumentSchedule anappointmentin SalesforceFind astudentstrackingnumber fortheir booksUpdatean activecaseAccesscommonlinks inSalesforceSchedulea callbackinSalesforceClose allprimarytabsPost toChatterFind a personaccountusing aphonenumberLocate aninvoicenumber inSalesforceFind 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. Sort your opportunities alphabetically
  3. Send a new OOE from Salesforce
  4. Identify a closed key account
  5. Find the GP ID# in Salesforce
  6. Open a case
  7. Add a referral as a new inquiry
  8. Find the link that you would send to the student after you the OOE was sent
  9. Transfer and inquiry
  10. Accept a new inquiry in Omni-Channel
  11. Add a billing and shipping address to an opportunity
  12. Convert from an inquiry to an opportunity
  13. Send an email
  14. Attach a document
  15. Schedule an appointment in Salesforce
  16. Find a students tracking number for their books
  17. Update an active case
  18. Access common links in Salesforce
  19. Schedule a callback in Salesforce
  20. Close all primary tabs
  21. Post to Chatter
  22. Find a person account using a phone number
  23. Locate an invoice number in Salesforce
  24. Find a process in Knowledge