Schedule anappointmentin SalesforceSend anew OOEfromSalesforceFind aprocess inKnowledgeAccesscommonlinks inSalesforcePost toChatterFind the link thatyou would sendto the studentafter you theOOE was sentUpdatean activecaseCreate anew taskinSalesforceSort youropportunitiesalphabeticallySendanemailFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityAccept anew inquiryin Omni-ChannelLocate aninvoicenumber inSalesforceClose allprimarytabsAdd areferral asa newinquiryOpena caseIdentify aclosedkeyaccountAdd a billingand shippingaddress toanopportunityFind astudentstrackingnumber fortheir booksSchedulea callbackinSalesforceTransferandinquiryFind theGP ID# inSalesforceAttach adocumentSchedule anappointmentin SalesforceSend anew OOEfromSalesforceFind aprocess inKnowledgeAccesscommonlinks inSalesforcePost toChatterFind the link thatyou would sendto the studentafter you theOOE was sentUpdatean activecaseCreate anew taskinSalesforceSort youropportunitiesalphabeticallySendanemailFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityAccept anew inquiryin Omni-ChannelLocate aninvoicenumber inSalesforceClose allprimarytabsAdd areferral asa newinquiryOpena caseIdentify aclosedkeyaccountAdd a billingand shippingaddress toanopportunityFind astudentstrackingnumber fortheir booksSchedulea callbackinSalesforceTransferandinquiryFind theGP ID# inSalesforceAttach adocument

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