SendanemailFind the linkthat you wouldsend to thestudent uponOOE being sentIdentify aclosedkeyaccountOpena caseAttach adocumentClose allprimarytabsFind theGP ID # inSalesforceTransferanInquiryFind aprocess inKnowledgeSend aNew OOEfromSalesforceAccesscommonlinks inSalesforcePost toChatterCreatea newtaskSchedulea callbackinSalesforceAccept aninquiryfrom Omni-ChannelFind a personaccount usingphonenumberConvertfrominquiry toopportunityAdd areferral asa newinquirySort youropportunitiesalphabeticallyAdd a billingand shippingaddress to anOpportunityUpdatean activecaseSchedule anappointmentinSalesforceLocate aninvoicenumberwithinSalesforceFind thestudentstrackingnumber fortheir booksSendanemailFind the linkthat you wouldsend to thestudent uponOOE being sentIdentify aclosedkeyaccountOpena caseAttach adocumentClose allprimarytabsFind theGP ID # inSalesforceTransferanInquiryFind aprocess inKnowledgeSend aNew OOEfromSalesforceAccesscommonlinks inSalesforcePost toChatterCreatea newtaskSchedulea callbackinSalesforceAccept aninquiryfrom Omni-ChannelFind a personaccount usingphonenumberConvertfrominquiry toopportunityAdd areferral asa newinquirySort youropportunitiesalphabeticallyAdd a billingand shippingaddress to anOpportunityUpdatean activecaseSchedule anappointmentinSalesforceLocate aninvoicenumberwithinSalesforceFind thestudentstrackingnumber fortheir books

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