Sort youropportunitiesalphabeticallyAttach adocumentLocate aninvoicenumberwithinSalesforceSchedulea callbackinSalesforceUpdatean activecaseIdentify aclosedkeyaccountAccept aninquiryfrom Omni-ChannelSend aNew OOEfromSalesforceCreatea newtaskAdd a billingand shippingaddress to anOpportunitySendanemailFind a personaccount usingphonenumberFind aprocess inKnowledgeAdd areferral asa newinquiryOpena caseFind the linkthat you wouldsend to thestudent uponOOE being sentFind theGP ID # inSalesforceFind thestudentstrackingnumber fortheir booksClose allprimarytabsConvertfrominquiry toopportunityPost toChatterTransferanInquiryAccesscommonlinks inSalesforceSchedule anappointmentinSalesforceSort youropportunitiesalphabeticallyAttach adocumentLocate aninvoicenumberwithinSalesforceSchedulea callbackinSalesforceUpdatean activecaseIdentify aclosedkeyaccountAccept aninquiryfrom Omni-ChannelSend aNew OOEfromSalesforceCreatea newtaskAdd a billingand shippingaddress to anOpportunitySendanemailFind a personaccount usingphonenumberFind aprocess inKnowledgeAdd areferral asa newinquiryOpena caseFind the linkthat you wouldsend to thestudent uponOOE being sentFind theGP ID # inSalesforceFind thestudentstrackingnumber fortheir booksClose allprimarytabsConvertfrominquiry toopportunityPost toChatterTransferanInquiryAccesscommonlinks inSalesforceSchedule anappointmentinSalesforce

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