Accesscommonlinks inSalesforceAdd a billingand shippingaddress toanopportunityFind astudentstrackingnumber fortheir booksAdd areferral asa newinquirySchedule anappointmentin SalesforceFind theGP ID# inSalesforceFind a personaccountusing aphonenumberClose allprimarytabsSchedulea callbackinSalesforcePost toChatterSort youropportunitiesalphabeticallyConvert froman inquiry toanopportunitySendanemailOpena caseLocate aninvoicenumber inSalesforceIdentify aclosedkeyaccountFind the link thatyou would sendto the studentafter you theOOE was sentUpdatean activecaseSend anew OOEfromSalesforceTransferandinquiryAccept anew inquiryin Omni-ChannelFind aprocess inKnowledgeAttach adocumentCreate anew taskinSalesforceAccesscommonlinks inSalesforceAdd a billingand shippingaddress toanopportunityFind astudentstrackingnumber fortheir booksAdd areferral asa newinquirySchedule anappointmentin SalesforceFind theGP ID# inSalesforceFind a personaccountusing aphonenumberClose allprimarytabsSchedulea callbackinSalesforcePost toChatterSort youropportunitiesalphabeticallyConvert froman inquiry toanopportunitySendanemailOpena caseLocate aninvoicenumber inSalesforceIdentify aclosedkeyaccountFind the link thatyou would sendto the studentafter you theOOE was sentUpdatean activecaseSend anew OOEfromSalesforceTransferandinquiryAccept anew inquiryin Omni-ChannelFind aprocess inKnowledgeAttach adocumentCreate anew taskinSalesforce

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