Add areferral asa newinquiryTransferandinquiryFind a personaccountusing aphonenumberFind astudentstrackingnumber fortheir booksConvert froman inquiry toanopportunityLocate aninvoicenumber inSalesforceOpena casePost toChatterAccept anew inquiryin Omni-ChannelAttach adocumentUpdatean activecaseCreate anew taskinSalesforceFind aprocess inKnowledgeAdd a billingand shippingaddress toanopportunityFind theGP ID# inSalesforceSchedule anappointmentin SalesforceSend anew OOEfromSalesforceSort youropportunitiesalphabeticallyFind the link thatyou would sendto the studentafter you theOOE was sentAccesscommonlinks inSalesforceSchedulea callbackinSalesforceIdentify aclosedkeyaccountClose allprimarytabsSendanemailAdd areferral asa newinquiryTransferandinquiryFind a personaccountusing aphonenumberFind astudentstrackingnumber fortheir booksConvert froman inquiry toanopportunityLocate aninvoicenumber inSalesforceOpena casePost toChatterAccept anew inquiryin Omni-ChannelAttach adocumentUpdatean activecaseCreate anew taskinSalesforceFind aprocess inKnowledgeAdd a billingand shippingaddress toanopportunityFind theGP ID# inSalesforceSchedule anappointmentin SalesforceSend anew OOEfromSalesforceSort youropportunitiesalphabeticallyFind the link thatyou would sendto the studentafter you theOOE was sentAccesscommonlinks inSalesforceSchedulea callbackinSalesforceIdentify aclosedkeyaccountClose allprimarytabsSendanemail

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