Find astudentstrackingnumber fortheir booksCreate anew taskinSalesforceSchedulea callbackinSalesforcePost toChatterSort youropportunitiesalphabeticallyIdentify aclosedkeyaccountSend anew OOEfromSalesforceUpdatean activecaseAccesscommonlinks inSalesforceAdd areferral asa newinquirySchedule anappointmentinSalesforceFind theGP ID# inSalesforceClose allprimarytabsOpena caseFind a personaccount usinga phonenumberAttach adocumentAdd a billingand shippingaddress to anopportunitySendanemailFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentLocate aninvoicenumber inSalesforceConvertfrom aninquiry to anopportunityFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelTransferandinquiryFind astudentstrackingnumber fortheir booksCreate anew taskinSalesforceSchedulea callbackinSalesforcePost toChatterSort youropportunitiesalphabeticallyIdentify aclosedkeyaccountSend anew OOEfromSalesforceUpdatean activecaseAccesscommonlinks inSalesforceAdd areferral asa newinquirySchedule anappointmentinSalesforceFind theGP ID# inSalesforceClose allprimarytabsOpena caseFind a personaccount usinga phonenumberAttach adocumentAdd a billingand shippingaddress to anopportunitySendanemailFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentLocate aninvoicenumber inSalesforceConvertfrom aninquiry to anopportunityFind aprocess inKnowledgeAccept anew inquiryin Omni-ChannelTransferandinquiry

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