CloneSuccessPlansAction
Clones one or more Success Plans and their child hierarchies. The new Success Plan Ids are returned immediately; child records (Objectives, Playbooks, Tasks) are populated asynchronously.
| Property | Value |
|---|
| Label | Clone Success Plans |
| Category | Success Management |
| Since | Summer 2026 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | — |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
RecordId | Id | Record ID | The ID of the Success Plan to clone. | Yes |
Name | String | Name | Name for the new Success Plan. Defaults to the original name if not provided. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
NewRecordId | Id | New Record ID | ID of the newly created Success Plan. | No |
JobId | Id | Job ID | ID of the async job populating child records. | No |
IsSuccess | Boolean | Is Success | True if the clone was initiated without errors. | No |
ErrorString | String | Error | Error messages if the clone failed. | No |
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