Convert froman inquiry toanopportunityFind a personaccountusing aphonenumberUpdatean activecaseIdentify aclosedkeyaccountClose allprimarytabsAttach adocumentFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceFind astudentstrackingnumber fortheir booksTransferandinquirySchedulea callbackinSalesforceOpena caseSend anew OOEfromSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceFind aprocess inKnowledgeSchedule anappointmentin SalesforceSendanemailAdd a billingand shippingaddress toanopportunityAdd areferral asa newinquirySort youropportunitiesalphabeticallyPost toChatterConvert froman inquiry toanopportunityFind a personaccountusing aphonenumberUpdatean activecaseIdentify aclosedkeyaccountClose allprimarytabsAttach adocumentFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceFind astudentstrackingnumber fortheir booksTransferandinquirySchedulea callbackinSalesforceOpena caseSend anew OOEfromSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceFind aprocess inKnowledgeSchedule anappointmentin SalesforceSendanemailAdd a billingand shippingaddress toanopportunityAdd areferral asa newinquirySort youropportunitiesalphabeticallyPost toChatter

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