Post toChatterIdentify aclosedkeyaccountSort youropportunitiesalphabeticallyCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceSchedulea callbackinSalesforceAdd areferral asa newinquiryUpdatean activecaseSendanemailFind a personaccountusing aphonenumberFind theGP ID# inSalesforceAttach adocumentFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelSend anew OOEfromSalesforceTransferandinquirySchedule anappointmentin SalesforceAdd a billingand shippingaddress toanopportunityAccesscommonlinks inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentClose allprimarytabsOpena caseFind astudentstrackingnumber fortheir booksConvert froman inquiry toanopportunityPost toChatterIdentify aclosedkeyaccountSort youropportunitiesalphabeticallyCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceSchedulea callbackinSalesforceAdd areferral asa newinquiryUpdatean activecaseSendanemailFind a personaccountusing aphonenumberFind theGP ID# inSalesforceAttach adocumentFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelSend anew OOEfromSalesforceTransferandinquirySchedule anappointmentin SalesforceAdd a billingand shippingaddress toanopportunityAccesscommonlinks inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentClose allprimarytabsOpena caseFind astudentstrackingnumber fortheir booksConvert 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. Post to Chatter
  2. Identify a closed key account
  3. Sort your opportunities alphabetically
  4. Create a new task in Salesforce
  5. Locate an invoice number in Salesforce
  6. Schedule a callback in Salesforce
  7. Add a referral as a new inquiry
  8. Update an active case
  9. Send an email
  10. Find a person account using a phone number
  11. Find the GP ID# in Salesforce
  12. Attach a document
  13. Find a process in Knowledge
  14. Accept a new inquiry in Omni-Channel
  15. Send a new OOE from Salesforce
  16. Transfer and inquiry
  17. Schedule an appointment in Salesforce
  18. Add a billing and shipping address to an opportunity
  19. Access common links in Salesforce
  20. Find the link that you would send to the student after you the OOE was sent
  21. Close all primary tabs
  22. Open a case
  23. Find a students tracking number for their books
  24. Convert from an inquiry to an opportunity