Customer Success Cloud Invocable Action Reference

CloneObjectivesAction

Clones one or more Objectives and their child hierarchies. The new Objective Ids are returned immediately; child records (Playbooks, Tasks, Skills) are populated asynchronously.

PropertyValue
LabelClone Objectives
CategorySuccess Management
SinceSummer 2026
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionYes
Keywords

Request Parameters

FieldTypeLabelDescriptionRequired
RecordIdIdRecord IDThe ID of the Objective to clone.Yes
NameStringNameName for the new Objective. Defaults to the original name if not provided.No

Response Parameters

FieldTypeLabelDescriptionRequired
NewRecordIdIdNew Record IDID of the newly created Objective.No
JobIdIdJob IDID of the async job populating child records.No
IsSuccessBooleanIs SuccessTrue if the clone was initiated without errors.No
ErrorStringStringErrorError messages if the clone failed.No
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