Add areferral asa newinquiryAdd a billingand shippingaddress to anopportunitySchedule anappointmentinSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentSend anew OOEfromSalesforcePost toChatterFind aprocess inKnowledgeSchedulea callbackinSalesforceCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceSort youropportunitiesalphabeticallyFind astudentstrackingnumber fortheir booksSendanemailFind a personaccount usinga phonenumberTransferandinquiryClose allprimarytabsConvertfrom aninquiry to anopportunityFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceIdentify aclosedkeyaccountAttach adocumentUpdatean activecaseOpena caseAdd areferral asa newinquiryAdd a billingand shippingaddress to anopportunitySchedule anappointmentinSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentSend anew OOEfromSalesforcePost toChatterFind aprocess inKnowledgeSchedulea callbackinSalesforceCreate anew taskinSalesforceLocate aninvoicenumber inSalesforceSort youropportunitiesalphabeticallyFind astudentstrackingnumber fortheir booksSendanemailFind a personaccount usinga phonenumberTransferandinquiryClose allprimarytabsConvertfrom aninquiry to anopportunityFind theGP ID# inSalesforceAccept anew inquiryin Omni-ChannelAccesscommonlinks inSalesforceIdentify aclosedkeyaccountAttach adocumentUpdatean activecaseOpena case

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