Attach adocumentSort youropportunitiesalphabeticallySendanemailSchedule anappointmentin SalesforceFind a personaccountusing aphonenumberAdd a billingand shippingaddress toanopportunityAccesscommonlinks inSalesforceAccept anew inquiryin Omni-ChannelOpena caseConvert froman inquiry toanopportunitySend anew OOEfromSalesforceFind aprocess inKnowledgeSchedulea callbackinSalesforceAdd areferral asa newinquiryUpdatean activecaseFind theGP ID# inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentCreate anew taskinSalesforceIdentify aclosedkeyaccountLocate aninvoicenumber inSalesforceFind astudentstrackingnumber fortheir booksPost toChatterTransferandinquiryClose allprimarytabsAttach adocumentSort youropportunitiesalphabeticallySendanemailSchedule anappointmentin SalesforceFind a personaccountusing aphonenumberAdd a billingand shippingaddress toanopportunityAccesscommonlinks inSalesforceAccept anew inquiryin Omni-ChannelOpena caseConvert froman inquiry toanopportunitySend anew OOEfromSalesforceFind aprocess inKnowledgeSchedulea callbackinSalesforceAdd areferral asa newinquiryUpdatean activecaseFind theGP ID# inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentCreate anew taskinSalesforceIdentify aclosedkeyaccountLocate aninvoicenumber inSalesforceFind astudentstrackingnumber fortheir booksPost toChatterTransferandinquiryClose 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.


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