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Hello, 

 

Any thoughts will be appreciated: 

 

Objective: 

 

Determine which email templates in my org should be deleted and then delete them. 

 

Questions: 

 

How can I determine if and where an Email Template is being used? These could be a number of places like:  Workflows, Assignment Rules, Case Notifications, etc. 

 

How do I find out that an Email Template is being used by any of the above? 

 

Would you know of a systematic way to approach this? I have  used Data Loader to extract the Email templates but the extracted file does not provide much information in terms of what process/workflow might be using an email template. (It simply tells me whether an email Template is Active, last modified, Created Date etc.)

 

Thank you. 

 

 
2 answers
  1. Jun 12, 2017, 8:45 PM

    You can use something like Workbench (https://workbench.developerforce.com/login.php) to query on times used, which is a good place to start.

     

    If you try to delete a template that is part of a workflow rule you'll be prevented from doing so.  I *assume* that holds true for the other cases as well, but you would probably want to double-check that one before starting to delete everything
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