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Item Detail
Share Activities Across Channels on Continuous Performance Page
General Availability Info Only Customer Configured Impact: Low AI Enriched
Description

Users are now able to share their activities across channels where they participate, giving relevant users the ability to view and edit these activities collaboratively. These activity sharing records are reportable with Story reports.See More

Detailed Description

Only the channel participant who is responsible for completing the activities within a channel can share them with other channels in two ways. They can also control whether the target channel owners can view and add comments on each activity. Channel owners, on the other hand, can track the source and destination channels of a shared activity through the Channels (<count>) link in the Shared With: field on Activity Details page.

Impact Assessment

This feature has limited impact but should be reviewed to confirm alignment with business processes in Continuous Performance Management implementations. Only the channel participant who is responsible for completing the activities within a channel can share them with other channels in two ways. They can also control whether the target channel owners can view and add comments on each activity. Implementation teams should verify that existing configurations remain valid and test core business scenarios after the upgrade to confirm correct behavior.

Test Recommendations
• Verify the feature is enabled and accessible from the expected navigation path or configuration area in a test environment. • Test the end-to-end scenario with representative test data covering both happy paths and error conditions. • Validate correct behavior across all relevant user roles and permission configurations (admin, manager, employee). • Test edge cases: empty or missing values, boundary conditions, concurrent users, and large data sets. • Confirm that existing integrations, workflows, and downstream processes are not affected by the change. • Validate report and dashboard output accuracy against source data and prior runs. • Test feature visibility and access controls across different RBP roles to confirm correct enforcement.
Product: Performance & Goals
Modules: Continuous Performance Management Reporting
Feature: Continuous Performance; Story Reports
Reference: SFSL-3949
Version: 2H 2025
Valid as Of: Nov 14, 2025
Latest Revision: Oct 31, 2025
Affected Areas:
Analytics & Reporting Continuous Performance Management Performance & Goals Reporting Role-Based Permissions