Find a personaccount usinga phonenumberTransferandinquirySend anew OOEfromSalesforceSchedulea callbackinSalesforceConvertfrom aninquiry to anopportunityAdd areferral asa newinquiryIdentify aclosedkeyaccountAdd a billingand shippingaddress to anopportunityAccesscommonlinks inSalesforceLocate aninvoicenumber inSalesforceAttach adocumentFind theGP ID# inSalesforceSchedule anappointmentinSalesforceFind astudentstrackingnumber fortheir booksOpena caseAccept anew inquiryin Omni-ChannelFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentClose allprimarytabsUpdatean activecaseSendanemailCreate anew taskinSalesforceFind aprocess inKnowledgePost toChatterSort youropportunitiesalphabeticallyFind a personaccount usinga phonenumberTransferandinquirySend anew OOEfromSalesforceSchedulea callbackinSalesforceConvertfrom aninquiry to anopportunityAdd areferral asa newinquiryIdentify aclosedkeyaccountAdd a billingand shippingaddress to anopportunityAccesscommonlinks inSalesforceLocate aninvoicenumber inSalesforceAttach adocumentFind theGP ID# inSalesforceSchedule anappointmentinSalesforceFind astudentstrackingnumber fortheir booksOpena caseAccept anew inquiryin Omni-ChannelFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentClose allprimarytabsUpdatean activecaseSendanemailCreate anew taskinSalesforceFind aprocess inKnowledgePost toChatterSort 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. Find a person account using a phone number
  2. Transfer and inquiry
  3. Send a new OOE from Salesforce
  4. Schedule a callback in Salesforce
  5. Convert from an inquiry to an opportunity
  6. Add a referral as a new inquiry
  7. Identify a closed key account
  8. Add a billing and shipping address to an opportunity
  9. Access common links in Salesforce
  10. Locate an invoice number in Salesforce
  11. Attach a document
  12. Find the GP ID# in Salesforce
  13. Schedule an appointment in Salesforce
  14. Find a students tracking number for their books
  15. Open a case
  16. Accept a new inquiry in Omni-Channel
  17. Find the link that you would send to the student after you the OOE was sent
  18. Close all primary tabs
  19. Update an active case
  20. Send an email
  21. Create a new task in Salesforce
  22. Find a process in Knowledge
  23. Post to Chatter
  24. Sort your opportunities alphabetically