Send anew OOEfromSalesforceFind aprocess inKnowledgeSchedule anappointmentinSalesforceAdd areferral asa newinquiryAdd a billingand shippingaddress to anopportunityClose allprimarytabsSchedulea callbackinSalesforceLocate aninvoicenumber inSalesforceFind a personaccount usinga phonenumberPost toChatterFind theGP ID# inSalesforceOpena caseUpdatean activecaseFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentTransferandinquiryConvertfrom aninquiry to anopportunityAccesscommonlinks inSalesforceSendanemailSort youropportunitiesalphabeticallyAttach adocumentIdentify aclosedkeyaccountAccept anew inquiryin Omni-ChannelFind astudentstrackingnumber fortheir booksCreate anew taskinSalesforceSend anew OOEfromSalesforceFind aprocess inKnowledgeSchedule anappointmentinSalesforceAdd areferral asa newinquiryAdd a billingand shippingaddress to anopportunityClose allprimarytabsSchedulea callbackinSalesforceLocate aninvoicenumber inSalesforceFind a personaccount usinga phonenumberPost toChatterFind theGP ID# inSalesforceOpena caseUpdatean activecaseFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentTransferandinquiryConvertfrom aninquiry to anopportunityAccesscommonlinks inSalesforceSendanemailSort youropportunitiesalphabeticallyAttach adocumentIdentify aclosedkeyaccountAccept anew inquiryin Omni-ChannelFind astudentstrackingnumber fortheir booksCreate anew taskinSalesforce

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