Add a billingand shippingaddress toanopportunityFind aprocess inKnowledgeIdentify aclosedkeyaccountAdd areferral asa newinquiryFind a personaccountusing aphonenumberAttach adocumentCreate anew taskinSalesforceClose allprimarytabsConvert froman inquiry toanopportunitySchedulea callbackinSalesforceSchedule anappointmentin SalesforcePost toChatterFind astudentstrackingnumber fortheir booksAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceSend anew OOEfromSalesforceFind theGP ID# inSalesforceUpdatean activecaseSendanemailLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentSort youropportunitiesalphabeticallyTransferandinquiryOpena caseAdd a billingand shippingaddress toanopportunityFind aprocess inKnowledgeIdentify aclosedkeyaccountAdd areferral asa newinquiryFind a personaccountusing aphonenumberAttach adocumentCreate anew taskinSalesforceClose allprimarytabsConvert froman inquiry toanopportunitySchedulea callbackinSalesforceSchedule anappointmentin SalesforcePost toChatterFind astudentstrackingnumber fortheir booksAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceSend anew OOEfromSalesforceFind theGP ID# inSalesforceUpdatean activecaseSendanemailLocate aninvoicenumber inSalesforceFind the link thatyou would sendto the studentafter you theOOE was sentSort youropportunitiesalphabeticallyTransferandinquiryOpena case

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