Cloning Success Plans

You can clone an existing playbook using the Clone Success Plans quick action button available on success plan record pages. This enables you to create new success plans and success plan templates.

Associated records, such as objectives, playbooks, and playbook tasks are copied to the new, cloned version. You can clone playbook skills and skill sets in the cloned version if you have the Create permission for the Playbook Skill object and Edit permission for the Playbook, Skill, Rating, and Skill Set fields on the Playbook Skill object.

Once you have cloned a success plan, you are directed to the new record, where you can update the information as required.

To clone a success plan:

1. Go to the record page of your existing objective.
2. Click Clone Success Plan.
3. Update the name of your new success plan.
4. The Template checkbox is selected by default, making your new success plan available for selection as a success plan template. Clear this checkbox if you don't want the new success plan to be used as a template.
5. Click Clone. The new success plan or success plan template opens.

Notes:

• When the success plan only has one record type associated with it, the cloned values are copied from the objective's page layout fields and the fields from the Create Objective Fields field set. If the record has more than one record type associated with it, only the values from the page layout are cloned.
• All playbook task values are copied from the fields contained in the Create Playbook Task Fields field set.
• When you clone templates from non-templates and vice versa, the new cloned success plan and any of its associated records are not associated with the parent records of the original objective you cloned from.