Where is the "Lead" record option for 'Send Email and Verify Merge Fields' - Answers - Salesforce Trailblazer Community
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theo randtheo rand 

Where is the "Lead" record option for 'Send Email and Verify Merge Fields'

Strangely, not seeing the Lead record as an option for testing a classic template. I'm sure there's a simple explanation.... :) Where's the Lead record option?
Best Answer chosen by Bhavin (salesforce.com) 
Jayson MoralesJayson Morales
Hi Theo,

It is under the Recipient Record. 

User-added image

Hope that helps.

Regards,
Jayson
 

All Answers

Jayson MoralesJayson Morales
Hi Theo,

It is under the Recipient Record. 

User-added image

Hope that helps.

Regards,
Jayson
 
This was selected as the best answer
Shannon ZdanowiczShannon Zdanowicz
It is under the recipient field.   You can then leave the related to field blank. User-added image