Accesscommonlinks inSalesforceSendanemailOpena caseAdd a billingand shippingaddress toanopportunityAdd areferral asa newinquiryCreate anew taskinSalesforceSchedule anappointmentin SalesforceFind theGP ID# inSalesforcePost toChatterFind aprocess inKnowledgeSort youropportunitiesalphabeticallyLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentSend anew OOEfromSalesforceSchedulea callbackinSalesforceFind astudentstrackingnumber fortheir booksAttach adocumentAccept anew inquiryin Omni-ChannelClose allprimarytabsTransferandinquiryUpdatean activecaseFind a personaccountusing aphonenumberIdentify aclosedkeyaccountConvert froman inquiry toanopportunityAccesscommonlinks inSalesforceSendanemailOpena caseAdd a billingand shippingaddress toanopportunityAdd areferral asa newinquiryCreate anew taskinSalesforceSchedule anappointmentin SalesforceFind theGP ID# inSalesforcePost toChatterFind aprocess inKnowledgeSort youropportunitiesalphabeticallyLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentSend anew OOEfromSalesforceSchedulea callbackinSalesforceFind astudentstrackingnumber fortheir booksAttach adocumentAccept anew inquiryin Omni-ChannelClose allprimarytabsTransferandinquiryUpdatean activecaseFind a personaccountusing aphonenumberIdentify aclosedkeyaccountConvert froman inquiry toanopportunity

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