Customer Success Cloud Invocable Action Reference

AssignPlaybookTasksAction

Sets the resources assigned to a playbook task to exactly those supplied, adding any that are missing and removing any that are no longer listed.

PropertyValue
LabelAssign Playbook Tasks
CategoryResource Management
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsplaybook task, assignment, resource, allocate, allocate resources to tasks

Request Parameters

FieldTypeLabelDescriptionRequired
PlaybookTaskIdIdPlaybook Task IDThe Id of the playbook task to assign the resources to.Yes
ResourceIdsList<Id>Resource IDsThe Ids of the resources the playbook task should be assigned to.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
AddedAssignmentsList<Playbook_Task_Assignment__c>Added AssignmentsThe playbook task assignment records created for this request. Empty when no resources were added.No
RemovedAssignmentsList<Playbook_Task_Assignment__c>Removed AssignmentsThe playbook task assignment records deleted for this request. Empty when no resources were removed.No
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