Schedule anappointmentinSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentAttach adocumentAccept anew inquiryin Omni-ChannelSchedulea callbackinSalesforceTransferandinquiryFind astudentstrackingnumber fortheir booksSendanemailCreate anew taskinSalesforceUpdatean activecaseSend anew OOEfromSalesforceOpena caseAdd a billingand shippingaddress to anopportunityLocate aninvoicenumber inSalesforceFind a personaccount usinga phonenumberPost toChatterAdd areferral asa newinquiryIdentify aclosedkeyaccountClose allprimarytabsFind theGP ID# inSalesforceAccesscommonlinks inSalesforceFind aprocess inKnowledgeConvertfrom aninquiry to anopportunitySort youropportunitiesalphabeticallySchedule anappointmentinSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentAttach adocumentAccept anew inquiryin Omni-ChannelSchedulea callbackinSalesforceTransferandinquiryFind astudentstrackingnumber fortheir booksSendanemailCreate anew taskinSalesforceUpdatean activecaseSend anew OOEfromSalesforceOpena caseAdd a billingand shippingaddress to anopportunityLocate aninvoicenumber inSalesforceFind a personaccount usinga phonenumberPost toChatterAdd areferral asa newinquiryIdentify aclosedkeyaccountClose allprimarytabsFind theGP ID# inSalesforceAccesscommonlinks inSalesforceFind aprocess inKnowledgeConvertfrom aninquiry to anopportunitySort youropportunitiesalphabetically

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