Find a personaccountusing aphonenumberAccesscommonlinks inSalesforceSendanemailAccept anew inquiryin Omni-ChannelConvert froman inquiry toanopportunitySchedulea callbackinSalesforceFind theGP ID# inSalesforceTransferandinquiryCreate anew taskinSalesforceClose allprimarytabsPost toChatterAdd areferral asa newinquiryLocate aninvoicenumber inSalesforceSort youropportunitiesalphabeticallyFind the link thatyou would sendto the studentafter you theOOE was sentAdd a billingand shippingaddress toanopportunityOpena caseSend anew OOEfromSalesforceIdentify aclosedkeyaccountAttach adocumentFind astudentstrackingnumber fortheir booksFind aprocess inKnowledgeUpdatean activecaseSchedule anappointmentin SalesforceFind a personaccountusing aphonenumberAccesscommonlinks inSalesforceSendanemailAccept anew inquiryin Omni-ChannelConvert froman inquiry toanopportunitySchedulea callbackinSalesforceFind theGP ID# inSalesforceTransferandinquiryCreate anew taskinSalesforceClose allprimarytabsPost toChatterAdd areferral asa newinquiryLocate aninvoicenumber inSalesforceSort youropportunitiesalphabeticallyFind the link thatyou would sendto the studentafter you theOOE was sentAdd a billingand shippingaddress toanopportunityOpena caseSend anew OOEfromSalesforceIdentify aclosedkeyaccountAttach adocumentFind astudentstrackingnumber fortheir booksFind aprocess inKnowledgeUpdatean activecaseSchedule anappointmentin Salesforce

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