Find theGP ID # inSalesforceLocate aninvoicenumberwithinSalesforceAccept aninquiryfrom Omni-ChannelPost toChatterAdd areferral asa newinquiryConvertfrominquiry toopportunitySendanemailAdd a billingand shippingaddress to anOpportunitySort youropportunitiesalphabeticallyFind thestudentstrackingnumber fortheir booksCreatea newtaskFind aprocess inKnowledgeFind a personaccount usingphonenumberTransferanInquiryOpena caseFind the linkthat you wouldsend to thestudent uponOOE being sentUpdatean activecaseAttach adocumentSend aNew OOEfromSalesforceClose allprimarytabsSchedulea callbackinSalesforceSchedule anappointmentinSalesforceIdentify aclosedkeyaccountAccesscommonlinks inSalesforceFind theGP ID # inSalesforceLocate aninvoicenumberwithinSalesforceAccept aninquiryfrom Omni-ChannelPost toChatterAdd areferral asa newinquiryConvertfrominquiry toopportunitySendanemailAdd a billingand shippingaddress to anOpportunitySort youropportunitiesalphabeticallyFind thestudentstrackingnumber fortheir booksCreatea newtaskFind aprocess inKnowledgeFind a personaccount usingphonenumberTransferanInquiryOpena caseFind the linkthat you wouldsend to thestudent uponOOE being sentUpdatean activecaseAttach adocumentSend aNew OOEfromSalesforceClose allprimarytabsSchedulea callbackinSalesforceSchedule anappointmentinSalesforceIdentify aclosedkeyaccountAccesscommonlinks inSalesforce

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