Send aNew OOEfromSalesforceSendanemailAccesscommonlinks inSalesforceFind a personaccount usingphonenumberSort youropportunitiesalphabeticallyAttach adocumentFind the linkthat you wouldsend to thestudent uponOOE being sentUpdatean activecaseIdentify aclosedkeyaccountSchedule anappointmentinSalesforceFind theGP ID # inSalesforceAccept aninquiryfrom Omni-ChannelFind aprocess inKnowledgeAdd areferral asa newinquiryCreatea newtaskFind thestudentstrackingnumber fortheir booksOpena caseConvertfrominquiry toopportunitySchedulea callbackinSalesforcePost toChatterAdd a billingand shippingaddress to anOpportunityTransferanInquiryClose allprimarytabsLocate aninvoicenumberwithinSalesforceSend aNew OOEfromSalesforceSendanemailAccesscommonlinks inSalesforceFind a personaccount usingphonenumberSort youropportunitiesalphabeticallyAttach adocumentFind the linkthat you wouldsend to thestudent uponOOE being sentUpdatean activecaseIdentify aclosedkeyaccountSchedule anappointmentinSalesforceFind theGP ID # inSalesforceAccept aninquiryfrom Omni-ChannelFind aprocess inKnowledgeAdd areferral asa newinquiryCreatea newtaskFind thestudentstrackingnumber fortheir booksOpena caseConvertfrominquiry toopportunitySchedulea callbackinSalesforcePost toChatterAdd a billingand shippingaddress to anOpportunityTransferanInquiryClose allprimarytabsLocate aninvoicenumberwithinSalesforce

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