Customer Success Cloud Invocable Action Reference

ClonePlaybooksAction

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

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

Request Parameters

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

Response Parameters

FieldTypeLabelDescriptionRequired
NewRecordIdIdNew Record IDID of the newly created Playbook.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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