Schedule anappointmentinSalesforceAccesscommonlinks inSalesforceFind the linkthat you wouldsend to thestudent uponOOE being sentFind a personaccount usingphonenumberFind thestudentstrackingnumber fortheir booksSend aNew OOEfromSalesforceFind theGP ID # inSalesforceTransferanInquirySendanemailPost toChatterCreatea newtaskClose allprimarytabsAdd areferral asa newinquiryFind aprocess inKnowledgeLocate aninvoicenumberwithinSalesforceOpena caseSchedulea callbackinSalesforceConvertfrominquiry toopportunityIdentify aclosedkeyaccountSort youropportunitiesalphabeticallyAdd a billingand shippingaddress to anOpportunityAccept aninquiryfrom Omni-ChannelUpdatean activecaseAttach adocumentSchedule anappointmentinSalesforceAccesscommonlinks inSalesforceFind the linkthat you wouldsend to thestudent uponOOE being sentFind a personaccount usingphonenumberFind thestudentstrackingnumber fortheir booksSend aNew OOEfromSalesforceFind theGP ID # inSalesforceTransferanInquirySendanemailPost toChatterCreatea newtaskClose allprimarytabsAdd areferral asa newinquiryFind aprocess inKnowledgeLocate aninvoicenumberwithinSalesforceOpena caseSchedulea callbackinSalesforceConvertfrominquiry toopportunityIdentify aclosedkeyaccountSort youropportunitiesalphabeticallyAdd a billingand shippingaddress to anOpportunityAccept aninquiryfrom Omni-ChannelUpdatean activecaseAttach adocument

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