IDIALOGUE
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IDIALOGUE PRODUCT RELEASES AND ROADMAP

  • Releases
  • Accelerators
  • ​​Roadmap
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iDialogue v1.208
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U45W
  • Adds SMS Text Action to Flow Builder
  • Removes calculated formula fields from Room Forms Builder
  • Fixes checklist item encoding issue when name contains double quotes
  • Fixes issue when adding SE documents to rooms in draft state

iDialogue v1.206

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U43B
  • Adds Contact and Lead lookup references to LatestRoomMember invite
  • Adds ability to send room invites using Lightning Email templates
  • Adds Product Family product configurator
  • Adds Products data grid with inline editing
  • Adds client-side exception handling to Stripe credit card tokenization
  • Adds exception handling and logging when processing Stripe payment methods

iDialogue v1.204
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U41o
  • Adds ReminderService
  • Adds "On Reminder Service Send" flow platform event handler
  • Adds documentation for reminder services

iDialogue v1.203
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U41j
  • Adds Product Bundle Configurator

iDialogue v1.202
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3zO
  • Adds auto-launched flow to record Checklist audit trail events
  • Adds flow template to notify Checklist Owner upon end-user submitting all items
  • Auto-sets all checklist items to “In Progress” upon room invite

​iDialogue v1.201
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3z9
  • Adds support for “Product Bundle” Configuration type
  • Fixes issue upgrading from previous versions without configured Enablement Rules
  • Fixes issue where checklist answers/help text contained escaped quotes

iDialogue v1.196
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3yB
  • Adds new Room Activity reports and dashboard
  • Adds new Sales Enablement content reports and dashboard
  • Increases max size for zipping all batch files to 100GB
  • Aligns all file content enablement rules on new rule builder flow
  • Adds tag builder utils screen flow for ContentVersion page layout
  • Adds ContentInsight custom object with user-level SE content usage reporting
  • Sets RoomInviteStatus to "Sent" on Room record before delivery. For use in quote approval and validation rules.
  • Fixes issue where Stripe Charge would use default payment method for customer ID instead of specified PM.
  • Fixes issue when deleting uploaded files from checklists within rooms

iDialogue v1.191
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3ri
  • Adds Task to Checklist List items when comments are posted in rooms

iDialogue v1.189
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3mX
  • Adds metrics and counters to ContentVersion for reporting Sales Enablement engagement with content.

iDialogue v1.184
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3gT
  • Adds enhanced email support to batch definitions (lightning email templates).
  • Adds batch utility links to preview batch runs and email deliveries.
  • Adds and raises BATCH_DOCUMENT_SENT platform event during batch emailer process.

iDialogue v1.181
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3fp
  • Adds room enablement rules and dynamic filtering in Lightning Experience (LEX) component (see HOWTO use Room Enablement Rules)
  • Adds new API endpoint for enhanced checklists
  • Optimizes component load performance of LEX room with serialized manifest of all available room templates
  • Fixes issue with Batch Zip files receiving "invalid format" on Windows computers
  • Fixes issue with Room Close Flow Action where room was not consistently flagged as archived. 
  • Handles exceptions during event log cleaning process

iDialogue v1.176
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3eN
  • Adds Stripe screen flow for credit card processing from any record page layout (see HOWTO article).
  • Handles MFA/2FA and other secure orgs where User session is locked down (uses OAuth 2.0 connected app)
  • Fixes issue with AddMember flow action where memberId output variable is used.

iDialogue v1.173
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3dj
  • Fixes issue where multiple docs in same room could not be dynamically rendered if they shared different Front Matter merge tag mappings.
  • Improves File Enablement Rule screen flow configuration.
  • Improves eSign performance. Moves platform event and Signature__c record write back to async queue.
  • Records all events in time-series format (for use in upcoming dashboard)

​iDialogue v1.168
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3QE
  • Fixes issue with multiple users accessing site definition records
  • Fixes issue with file names containing “/”. Could not be added to batch zip (since fixed)
  • Adds BATCH_COMPLETE platform event for use in flows.
  • Adds pre-defined cron expressions for scheduling batches HOURLY, DAILY, WEEKLY
  • Updates to Checklist API serialization. Adds answer types and uploaded file attachments.
​
iDialogue v1.157
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3F0
  • Adds room builder site versioning.
  • Adds room content history, snapshot, and restore.
  • Increases room site definition limit to 6MB.

iDialogue v1.149
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U3BN
  • Stripe charge action. Adds support for including additional metadata.
  • Adds “Room Events” flow template.
  • Adds support for notifying record Owners when room events are triggered.
  • Adds support for Room Reminders, email frequency, and email body.
  • MemberInviteAction fixes issue with disabling email delivery.
  • Checklist trigger auto-populates Checklist status in rich HTML text field (for use in reminder emails)

iDialogue v1.145
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U2tk
  • Adds script support for querying records in rooms
  • Adds script support for updating records in rooms
  • Adds support for merge tags in room email templates
  • Fixes issue with custom domains configuration when domain is not defined

iDialogue 1.144
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U2sm
  • Adds support for checkbox controls in document templates (HOWTO article)
  • Adds image button flow component
  • Simplifies custom domain onboarding. One custom setting and two CNAME DNS entries
  • Adds support for script queries and stored procedures
  • Attach eSigned documents as Files by default. Backwards support for Attachment type.

iDialogue v1.141
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNpG
  • Adds BCC (Blind Carbon Copy) option to “Send with Attachment” flow actions.
  • Adds support for Checklists, Checklist Items, Kanban paths, and workflow-driven onboarding
  • Updates to Batch Emailer. Improves exception handling and logging.

iDialogue v1.134
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNgE
  • Adds Batch document utilities to zip or combine all files into one.
  • Adds ConfigurationId property to Rooms for use by scripting plugins.

iDialogue v1.133
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNeS
  • Ad Hoc Document Signing (Pilot)

iDialogue v1.132
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNZv
  • Performance improvements to document generation and PDF conversion
  • Fixes issues related to regenerating document item content in certain room contexts
  • Pilot of Ad hoc eSignature support. Upload documents to rooms containing signature tags

iDialogue v1.131
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNZM
  • Adds support for image placeholders in table rows.
  • Adds “Generate Document” screen flow template.
  • Improved DataGrid exception handling with guidance on query error.

iDialogue v1.129
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNXL
  • Fixes CSS issue with some themes being overridden by lightning component.
  • Fixes issue with repeater tag picklist setting in document builder.
  • Fixes issue with content search results when switching tabs.
  • Adds support for unlimited document batch sizes

iDialogue v1.128
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNWw
  • Document room: Increases max doc size to 4GB
  • Document merge performance. Reduced average render time by 33%.
  • Increased batch throughput > 2,000 documents per hour
  • Improves exception handling of content library uploads
  • Improved support for Word embedded fonts in templates
  • iDialogue SE (Sales Enablement) preview
​
iDialogue v1.126
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007vNBM
  • Removes dependency on Orders for installation

iDialogue v1.124
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007slbx
  • Improves formatting of long file names in document rooms
  • Improves formatting of dynamically generated files when format and extension do not match (format is authoritative)
  • Adds support for Organization-Wide Address in Batch Emailer
  • When deleting members from rooms, first validates that member has not already signed a document

iDialogue v1.119
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007slWO
  • Adds support to ensure room links are available in common Opportunity LEX flows
  • Adds Signer role check when adding Collaborators/Viewers to rooms requiring signatures

iDialogue v1.117
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007slTo
  • Adds Enablement Rules data modeling and File screenflow for content categorization (Beta release).
  • Stabilizes Multi-Quote rooms.
  • ContentVersion trigger performance optimizations

iDialogue v1.12
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMwz
  • Optimizes document rendering with dynamic query optimizations
  • Optimizes batch definitions and performance. Moves max batch size to SETTING_MAX_BATCH_SIZE
  • Improves Counter Signer flows
  • Adds type ahead field selector for document tag object selector.
  • Fixes issue with Data Grid losing column field mappings in certain edge cases.
  • Script plugin dynamically sets height and width based on detected view port onLoad

​iDialogue v1.110
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMrQ
  • Adds Script plugin
  • Adds support for Room Links in Lightning Experience

​iDialogue v1.108
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMYr
  • Adds Flow template for publishing quote room events to Slack
  • Improvements to Lightning Experience (LEX) component. Better performance and room context switching.
  • Improvement to LEX in console apps.
  • Multi-Doc action supports more parameters for action button state.
  • Fixes issue with certain line breaks in text plugin.
  • Adds Room Refresh Action for flow builder​

iDialogue v1.103
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cMAa
  • Adds room settings gear icon to iDialogue Lightning component.
  • One-click access to switch rooms, refresh, or delete a room.

iDialogue v1.102
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLvo
  • Adds support for data grids.
  • Adds type ahead picklist to tag builder and data grid field selector
  • Improves rendering of LEX icons when CORS is disabled.
  • Improves versioning of room templates

iDialogue v1.100
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLqA
  • Fixed issue where shorthand tag field mappings were not re-initialized upon new document version upload

iDialogue v1.99
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLq5
  • Added support for multi-record rooms
  • Attach docs as Files by default
NPSP Accelerator v1.7
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000SCMB
  • Adds Household Donation letter workflow that captures doc gen and email delivery timestamps on Accounts
  • Adds Household Donation Letter Report
  • Adds Mass-Update utility to reset workflow fields
  • Adds batch template creation for print and email batch types

NPSP Accelerator v1.3
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000RziC
  • Added NPSP Utils home page
  • Added Email analysis and repair service (ensures preferred email stays in sync with standard Contact.Email)
  • Added Household itemized email table generation service
  • Added Batch generation template for NPSP Household Year-End donation letters

NPSP Accelerator v1.2
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000RzRM
  • Added Opportunity record trigger flow
  • Added support for NPSP Payment records

NPSP Accelerator v2021.1
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000Rx59
  • Includes 4 pre-configured donation letter templates (Requires Word DOCX to edit)
  • Includes donation acknowledgement screen flow
  • Includes custom fields for use in document templates
​
Quote to Cash v1.112
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002amup
  • Adds Product config setting to suppress auto end date calculations for subscription products
  • Adds Product config setting to Always Use Prorated Pricing
  • Adds config setting to disable Contract status cascades to Subscription order status
  • Adds daily calendar date to billing usage
  • Adds REST API for retrieving usage by subscriber ID, account ID, startDate, endDate

Quote to Cash v1.111
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002ScUf
  • Adds daily unit price fields to Billing Usage for use in capturing granular daily usage fees, as in mid-month amendment use cases.
  • Fixes bug with AddOn validation rules after Opportunity Update related to Contract EndDate.

Quote to Cash v1.110
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002ScUG
  • Adds global utility method: XBillingUsage.getUsageByBillingAccount(Date usageDate, ID accountId);
  • Improves logging of exceptions during amendment order provisioning process.

​Quote to Cash v1.106
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002SbrO
  • Adds Order.Amended__c checkbox (enabled on amendment action)
  • Adds Order.AmendmentOrder__c link to new Amendment order

Quote to Cash v1.105
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002Sbpw
  • Adds verbose logging to Xero integration batches to review async transactions 

Quote to Cash v1.104
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3i000002Sbnv
  • Adds revenue rollup summary object
  • Adds revenue recognition fields to Invoice Item
  • Adds Invoice Item flow template to assign revenue
  • Adds scheduled service for rolling up revenue summaries
  • Adds Xero Invoice and Payment batch delay to custom settings
2022 Q3
  • Room invite flow redesign. Omni-channel delivery / HTML emails / attachments.

2022 Q2
  • Flow CPQ Accelerator: Product bundle flow configurator
  • Price tier and discount schedules action
  • SMS Text Flow Action
  • Bind SE content to room text plugins based on content category
  • Accessibility improvements

2022 Q1
  • Intelligent reminders. Send email reminders to customers that haven't yet viewed or taken action on quotes.
  • Process credit cards directly from Salesforce records (Stripe integration)
  • Enhanced Checklists
  • Section 508 conformance / Accessibility improvements

2021 Q4
  • Sales Enablement: Starting customer dialogues using internal sales guides, training, and onboarding.
  • Content recommendation engine. Auto-include content in rooms.

2021 Q3
  • Room script extensions: Full DML support for querying, inserting, and updating records from rooms
  • MS Word Checkbox data binding
  • Screen flow product configuration with image buttons

2021 Q2
  • Ad Hoc Document Signatures. Upload docs to rooms for signing (no template required)
  • Content Categorization

2021 Q1
  • Data grids. Display opportunity/quotes/order line items as inline HTML in rooms.
  • Dialogue script.

2020 Q4
  • Multi quote rooms
  • Attach all rendered docs as Files by default. Backwards compatible with Attachments.

2020 Q3
  • Stripe integration (link)
  • Slack publisher (link)
  • Google analytics support

2020 Q2
  • Enhanced platform events (link)
  • Enhanced Flow actions. (link)
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