So I convinced my executive team to triple the annual spend for CRM from what they had to move to salesforce.... no small task. The problem is I’m trying to find a way to do a CSAT survey on case close without added cost... in the sales process I expressed this several times and thought it would be included but I probably didn’t do enough due-diligence. At any rate, has anyone done this successfully on their own without having to buy an add-on?
I am trying to use values of formula fields to perform some logic in my before trigger. Would the formula fields be available for me in before trigger ?
