Schedulea callbackinSalesforceAttach adocumentFind the link thatyou would sendto the studentafter you theOOE was sentSend anew OOEfromSalesforceIdentify aclosedkeyaccountCreate anew taskinSalesforcePost toChatterOpena caseFind astudentstrackingnumber fortheir booksAccept anew inquiryin Omni-ChannelSendanemailAdd areferral asa newinquiryTransferandinquiryFind a personaccountusing aphonenumberAccesscommonlinks inSalesforceUpdatean activecaseConvert froman inquiry toanopportunityFind aprocess inKnowledgeAdd a billingand shippingaddress toanopportunityFind theGP ID# inSalesforceSort youropportunitiesalphabeticallyLocate aninvoicenumber inSalesforceClose allprimarytabsSchedule anappointmentin SalesforceSchedulea callbackinSalesforceAttach adocumentFind the link thatyou would sendto the studentafter you theOOE was sentSend anew OOEfromSalesforceIdentify aclosedkeyaccountCreate anew taskinSalesforcePost toChatterOpena caseFind astudentstrackingnumber fortheir booksAccept anew inquiryin Omni-ChannelSendanemailAdd areferral asa newinquiryTransferandinquiryFind a personaccountusing aphonenumberAccesscommonlinks inSalesforceUpdatean activecaseConvert froman inquiry toanopportunityFind aprocess inKnowledgeAdd a billingand shippingaddress toanopportunityFind theGP ID# inSalesforceSort youropportunitiesalphabeticallyLocate aninvoicenumber inSalesforceClose allprimarytabsSchedule anappointmentin Salesforce

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