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
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