Identify aclosedkeyaccountAdd areferral asa newinquiryFind astudentstrackingnumber fortheir booksTransferandinquiryConvertfrom aninquiry to anopportunityLocate aninvoicenumber inSalesforcePost toChatterSort youropportunitiesalphabeticallyFind a personaccount usinga phonenumberOpena caseSendanemailAttach adocumentSchedulea callbackinSalesforceCreate anew taskinSalesforceSend anew OOEfromSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentUpdatean activecaseSchedule anappointmentinSalesforceAccept anew inquiryin Omni-ChannelAdd a billingand shippingaddress to anopportunityClose allprimarytabsFind theGP ID# inSalesforceAccesscommonlinks inSalesforceFind aprocess inKnowledgeIdentify aclosedkeyaccountAdd areferral asa newinquiryFind astudentstrackingnumber fortheir booksTransferandinquiryConvertfrom aninquiry to anopportunityLocate aninvoicenumber inSalesforcePost toChatterSort youropportunitiesalphabeticallyFind a personaccount usinga phonenumberOpena caseSendanemailAttach adocumentSchedulea callbackinSalesforceCreate anew taskinSalesforceSend anew OOEfromSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentUpdatean activecaseSchedule anappointmentinSalesforceAccept anew inquiryin Omni-ChannelAdd a billingand shippingaddress to anopportunityClose allprimarytabsFind theGP ID# inSalesforceAccesscommonlinks inSalesforceFind aprocess inKnowledge

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