TransferanInquiryAccept aninquiryfrom Omni-ChannelPost toChatterIdentify aclosedkeyaccountSendanemailFind aprocess inKnowledgeAccesscommonlinks inSalesforceFind the linkthat you wouldsend to thestudent uponOOE being sentAdd areferral asa newinquiryFind theGP ID # inSalesforceConvertfrominquiry toopportunityOpena caseLocate aninvoicenumberwithinSalesforceCreatea newtaskSchedulea callbackinSalesforceSend aNew OOEfromSalesforceFind a personaccount usingphonenumberSort youropportunitiesalphabeticallyAdd a billingand shippingaddress to anOpportunityFind thestudentstrackingnumber fortheir booksClose allprimarytabsSchedule anappointmentinSalesforceAttach adocumentUpdatean activecaseTransferanInquiryAccept aninquiryfrom Omni-ChannelPost toChatterIdentify aclosedkeyaccountSendanemailFind aprocess inKnowledgeAccesscommonlinks inSalesforceFind the linkthat you wouldsend to thestudent uponOOE being sentAdd areferral asa newinquiryFind theGP ID # inSalesforceConvertfrominquiry toopportunityOpena caseLocate aninvoicenumberwithinSalesforceCreatea newtaskSchedulea callbackinSalesforceSend aNew OOEfromSalesforceFind a personaccount usingphonenumberSort youropportunitiesalphabeticallyAdd a billingand shippingaddress to anOpportunityFind thestudentstrackingnumber fortheir booksClose allprimarytabsSchedule anappointmentinSalesforceAttach adocumentUpdatean activecase

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