I have a business case where 1.) someone takes a phone call 2) creates a case 3) ends call and continues researching before saving the case finally
a user could have multiple case tabs open before saving any
We have implemented a workflow where after a case is created it will send an email to the person who called 30 minutes later to ask to submit a survey
My business users are asking if there is a way to do this, but without saving the record first I don't know how that would happen? Is this a situation where a visual flow would help to fire off an email before the record is saved?