Close allprimarytabsPost toChatterFind theGP ID# inSalesforceAdd areferral asa newinquirySendanemailAccesscommonlinks inSalesforceSchedulea callbackinSalesforceFind astudentstrackingnumber fortheir booksSort youropportunitiesalphabeticallyAccept anew inquiryin Omni-ChannelLocate aninvoicenumber inSalesforceTransferandinquiryUpdatean activecaseSchedule anappointmentinSalesforceAttach adocumentFind aprocess inKnowledgeAdd a billingand shippingaddress to anopportunityCreate anew taskinSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentIdentify aclosedkeyaccountSend anew OOEfromSalesforceOpena caseFind a personaccount usinga phonenumberConvertfrom aninquiry to anopportunityClose allprimarytabsPost toChatterFind theGP ID# inSalesforceAdd areferral asa newinquirySendanemailAccesscommonlinks inSalesforceSchedulea callbackinSalesforceFind astudentstrackingnumber fortheir booksSort youropportunitiesalphabeticallyAccept anew inquiryin Omni-ChannelLocate aninvoicenumber inSalesforceTransferandinquiryUpdatean activecaseSchedule anappointmentinSalesforceAttach adocumentFind aprocess inKnowledgeAdd a billingand shippingaddress to anopportunityCreate anew taskinSalesforceFind the linkthat you wouldsend to thestudent afteryou the OOEwas sentIdentify aclosedkeyaccountSend anew OOEfromSalesforceOpena caseFind a personaccount usinga phonenumberConvertfrom aninquiry to anopportunity

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