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  • Kameron Edenfield
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1 replies

How can I find where a record type is referenced?

I am deleting a Case Record Type. Is there an easy way to find where that is referenced in the system (e.g Triggers, Rules, etc.) wihtout search through each one?
28 replies

Editing custom email before sending

Is it possible to edit a custom email template before I send it? For instance, I have a custom email template that uses HTML, when I close a case I want to use this template but I want to have the ability to edit the template prior to sending it to the salesforce contact. I can't see any option to do this - is there a setting I'm missing?