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Baguiar2Baguiar2 

Prevent usage of email templates/folders

HI There,

 

I know it sounds weird, but is there a way to prevent users from using a certain email template or folder, when sending emails from a Oppty record as an example, depending on a certain criteria on the record? LEts say If a box is checked for "Oppty not ready", the user can't use a certain email template ?

 

Thinking of some ideas here but any help is appreciated!

Thanks!

 

B

AmitSahuAmitSahu
How is your emails are sent?
If using apex code you can conditionally use templates. if you are using workflow then can use different templates for different conditions.
Baguiar2Baguiar2

Thanks J,

 

the issue is exactly that the email sare sent using the gular 'Send Email" button. And they use a template. I know that automating this would be a solution I could better manage what goes out, but not an option right now. 

 

I guess I'm stuck with the default folder security options from SF. 

 

B
AmitSahuAmitSahu

Right, In this case I thing we cannot restrict user to the foldes based on a data on the record. Folder security is the only way but that has to be profiles based not data based.