Schedule anappointmentin SalesforceAccesscommonlinks inSalesforceCreate anew taskinSalesforcePost toChatterOpena caseFind astudentstrackingnumber fortheir booksUpdatean activecaseAdd a billingand shippingaddress toanopportunityFind aprocess inKnowledgeTransferandinquirySend anew OOEfromSalesforceAccept anew inquiryin Omni-ChannelSendanemailAttach adocumentFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityLocate aninvoicenumber inSalesforceSchedulea callbackinSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentSort youropportunitiesalphabeticallyFind theGP ID# inSalesforceAdd areferral asa newinquiryIdentify aclosedkeyaccountClose allprimarytabsSchedule anappointmentin SalesforceAccesscommonlinks inSalesforceCreate anew taskinSalesforcePost toChatterOpena caseFind astudentstrackingnumber fortheir booksUpdatean activecaseAdd a billingand shippingaddress toanopportunityFind aprocess inKnowledgeTransferandinquirySend anew OOEfromSalesforceAccept anew inquiryin Omni-ChannelSendanemailAttach adocumentFind a personaccountusing aphonenumberConvert froman inquiry toanopportunityLocate aninvoicenumber inSalesforceSchedulea callbackinSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentSort youropportunitiesalphabeticallyFind theGP ID# inSalesforceAdd areferral asa newinquiryIdentify aclosedkeyaccountClose allprimarytabs

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