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?

  • 1
    That solution is a non-starter. Workflows of any sort can only trigger when a record is saved. You could maybe create a custom Visualforce page, Lightning component, or something else?
    – sfdcfox
    Sep 25, 2019 at 17:24

1 Answer 1


Workflow rules are triggered only after Insert/Update DMl OPerations. Hence you cannot send out emails using workflow rules without saving the record first.

You can create a VF Page/Lightning Page to send out emails using Apex without saving the record first.

send emails through Apex

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