Cloning Playbooks

  • 21 October 2021
  • 2 replies

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If we have a playbook built out for the Account object, is there a way to clone the play book and add it to the Relationship object or will this need to be manually built out for that object as well?


Best answer by sriram pasupathi 22 October 2021, 14:29

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Userlevel 6
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Hello @london.legrand, thank you for posting on Community. Passing this along to our Product Manager to be looked into and circle back to you with an answer.

Userlevel 2

@london.legrand I assume you are in SFDC edition. You can click the duplicate playbook and choose the relationship object you want to clone it to. Please let me know if it answers your question.