Create anew taskinSalesforceFind a personaccount usinga phonenumberUpdatean activecaseIdentify aclosedkeyaccountPost toChatterSendanemailConvertfrom aninquiry to anopportunityTransferandinquiryFind astudentstrackingnumber fortheir booksSend anew OOEfromSalesforceAdd areferral asa newinquiryFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelSort youropportunitiesalphabeticallyAccesscommonlinks inSalesforceClose allprimarytabsSchedule anappointmentinSalesforceOpena caseLocate aninvoicenumber inSalesforceAdd a billingand shippingaddress to anopportunityFind theGP ID# inSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentAttach adocumentSchedulea callbackinSalesforceCreate anew taskinSalesforceFind a personaccount usinga phonenumberUpdatean activecaseIdentify aclosedkeyaccountPost toChatterSendanemailConvertfrom aninquiry to anopportunityTransferandinquiryFind astudentstrackingnumber fortheir booksSend anew OOEfromSalesforceAdd areferral asa newinquiryFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelSort youropportunitiesalphabeticallyAccesscommonlinks inSalesforceClose allprimarytabsSchedule anappointmentinSalesforceOpena caseLocate aninvoicenumber inSalesforceAdd a billingand shippingaddress to anopportunityFind theGP ID# inSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentAttach adocumentSchedulea callbackinSalesforce

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