Releases

iDialogue v1.351
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000Rl5
(Sandbox Install)

• Adds ability to install iDialogue AI Models and Skills from App Store listings.
• Adds ability to name favorite prompts with a shorthand label.
• Flow GPT. Adds support for field ignore list when generating allowed metadata and fields in grounding prompts.
• Extends markdown formatting in AI SObject utils Flow action.
• Includes default Field Entries custom metadata. For use in Opportunity to Order conversion.
• Adds lookup relationship from Checklists to AI Models for use in intelligent checklist and document processing.
• Improves an AI Assistant's default awareness of any record where added to page layout.
• Improves error message reporting in Send Document Action

iDialogue v1.330
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000RUm
(Sandbox Install)

• AI compliance analysis of files is now 3x faster. Over a dozen contract assertions and extractions can be performed in under a minute.
• Added support for embedding AI-generated rich text into document templates.
• Adds ability to unit test AI models. Continuous monitoring of AI/GPT prompts using Kaizen framework
• Package and deploy Document AI/GPT Models from sandbox to production. Either as metadata (StaticResource) or via iDialogue API
• Room invites logged as Email messages on Activity timeline
• All AI models default to using OpenAI GPT-4o (Omni)

iDialogue 1.314
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000008qAb
(Sandbox Install)

• Adds VectorSpace creation of file libraries.
• Adds Primitive AI Skill: Describe Object (metadata)
• Adds Primitive AI Skill: Select Records (SOQL)
• Fixes issue when merging IMAGE macro URLSs with multiple instances of same tag
• Fixes issue with Room ChatBot initialization (Spring 24 changed how Flows return serialized response)

iDialogue 1.311
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058dB7

• Adds support for RAG (Retrieval Augmented Generation) AI Skills.
• Adds VectorSpaces to AI Skills. Custom embeddings for files, records, and comprehensive text summaries.
• File GPT: Extends ESignature detection to include XML blocks with signature metadata.
• Improves merging of HTML <table> blocks into Word templates.

iDialogue 1.310
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058d6k

• Adds Checklist link to Document Room component (Lightning).
• Checkmark visualization cues for checklist workflow milestones
• Improves checklist provisioning upon room creation (record-trigger flow no longer required).
• Adds JSON to SObject flow action for AI/GPT Extract-Transform-Load (ETL).

iDialogue 1.306
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058d5S

• Removes invalid characters from file names before uploaded or generated in rooms.
• Adds effective PriceScheduleTier to output of Price Schedule Action (to support volume-based discount pricing)
• Fixes issue in checklist item deserialization when tabs \t were present.
• Improves exception handling when deploying SiteDefinitions from sandbox to production and JSON Data__c is null.
• Upgrades all Apex classes to API v58. Refactors Environment class to retrieve isSandbox from System.Domain

iDialogue 1.298
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058cpl

• Room Builder: Adds GPT AI Assistants to Text and Script plugins
• Room Builder: Adds ability to hide/show page header
• Room Builder: Adds support for custom scripts in header and footer
• Room Builder: Adds ChatBot plugin and ability to select AI Model for bots
• Checklist: Allows for customization of checklist item status picklist
• Checklist: Adds ability to hide checklist items from room members
• Document Generation: Expanded support for merging rich text fields
• Document Generation: Dynamic retrieval of rich text images upon merge
• Adds new Flow Apex action to refresh all templated documents in a room.
• AI Model: Adds support for “AI Skills” (in pilot with Aviation industry solutions)
• AI VectorWise: Adds support for batch indexing. and embedding of SObject for use in semantic search AI Skills
• Portal templates: Adds support for registration, signin, password recovery/reset, signout
• Vector DB - Adds ability to vectorize records in batch for use in AI Skills / semantic search
• Fixes bug in AI Assistant where deleting a favorite prompt was blocked by a trigger condition

iDialogue 1.292
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058cj3

• Removes governor limits from ContentVersion trigger in bulkified use case.
• OCR / Text Extraction adds "origin" property for identifying content source on OCR complete.
• Adds support for configurable OpenAI key.
• Adds support for API Keys / embed conversational AI into custom applications.

iDialogue 1.284
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Y9Ky

• GPT: Adds support for markdown table formatting in AI SObject Prompt Utils.
• GPT: Adds AI SObject Util Action support for describing related records (for use in prompts).
• Adds AI Chat Transcripts to Dialogue page layout

iDialogue 1.279
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Y9KF

• File GPT: Adds support for PII detection, audit and reporting.

iDialogue 1.277
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007gFEA

• Adds support for QR Code generation via flow action. Learn More
• File GPT: Increases max document size to 15,000 words.

iDialogue 1.276
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007gFDl

• Adds support for running batch Flow GPT actions.
• Adds support for Global AI Assistants.

iDialogue 1.274
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007gFDH

• Updates to how AI Assistant Favorite Prompts are saved/removed.
• Prompt Engineering: Adds ability to intercept assistant response within flows.
• Disables opportunity trigger by default.
• Adds AIAction custom object with support for pre-calculated embeddings and similarity searches.

iDialogue 1.268
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007gF7X

• Adds AI Assistant lightning component for use on any page layout.
• Adds new custom objects for AI Model and Prompt.
• Adds ability to favorite and recall frequently used prompts.
• Upgrades all Apex classes to latest (v56 or v57)
• Upgrades all lightning components to latest ReactJS stable.
• Auto-detects signature tags in PDFs uploaded to rooms. Makes them signable.
• Fixes issue in document template {{#Section}} tags where inner tables were not correctly removed.

iDialogue 1.261
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Poa4

• Fixes issue in record clone action when multiple related records are cloned with omit fields defined
• Room Builder: adds ability to deactivate room template from settings to prevent displayed option in rooms ltng component.
• Updated metadata to v55 for most Apex classes.
• Modifies Checklist item status behavior upon room invite. Status no longer auto-updated to "In Progress"
• Checklist HTML status defaults to "Not Started"
• Updates to the Add Room Item flow to ensure ContentVersions are uploaded asynchronously

iDialogue 1.254
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007PoUa

• Adds support for running batch document processes from a report source (HOWTO article).

iDialogue 1.252
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007PoTS

• Extends Record Clone Action to support multiple related/child records in clone operation.
• Adds nullable fields to Record Clone action. Ability to omit certain fields when cloning child objects.
• Fixes issue with record clone action when multiple related child objects are defined. Set proper lookup reference to new parent.
• Adds support for Organization Wide Email Addresses when delivering emails via iDialogue flows
• Adds support for email template setUseSignature. Disables email signatures in HTML templates.
• Fixes bug where email senderDisplayName was overridden by the flow running user name.
• Checklists - Improves exception handling when status is an unsupported picklist value

iDialogue v1.242
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Po9P

• Adds document sections for dynamic terms, conditions, and clauses (HOWTO article)
• Adds rollup summary definitions and flow action (HOWTO article)

iDialogue v1.240
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007Po8v

• Adds Room Activity Action to log custom events to room activity list from flows
• Room Delete raises status event for use in custom record-trigger and validation rules to prevent/allow room deletion

iDialogue v1.236
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U4UY

• Adds ability to CC room owner on invite
• Adds WhatId input parameter to "Send Email With Attachment" flow
• Removes package dependency on enhanced emails
• Moves Reminder Service to invocable / scheduleable flow (was in hourly sync service)
• Fixes currency formatting in "HTML Table Builder"
• Adds DisplayOrder__c custom field to OpportunityLineItem for use in more declarative quote generation.
• Fixes issue with newline breaks in checklist items (new behavior in Winter 23)
• Fixes issue with cascade sync of subscribing checklist items to master template (Name field not correctly synced)

iDialogue v1.224
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U4EO

• Added ability to export all Checklist items and attachments to ZIP file
• Added new platform events for CONTENT_VERSION insert and update for use in flow triggers.
• Added new flow template for “Request Document eSignature”
• Upgraded all flow actions with API callouts to v54
• Added signature validation to CX eSign flow​

iDialogue v1.220
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007U4BA

• Adds HTML Table Action (for inline tables in emails)
• Adds Room email template support for invitations and reminders
• Adds Inline attachment renderer to emails
• Adds EMAIL_OPENED event to room activity log
• Adds OnEmailOpened platform event flow
• Adds ESIGN_CONSENT platform event
• Separate MEMBER_ADDED and MEMBER_INVITED activity events
• Fixes issue where checklist status was not correctly updated OnItemDelete
• Fixes an issue when connecting to iDialogue API from sandbox
• Fixes issue in room builder where picklists did not preserve radio render option
• Fixes issue in rooms where some web form elements did not preserve values onPrevious page view​

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