• Releases
• Accelerators
• ​​Roadmap

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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.

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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

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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

Flow CPQ Accelerator v1.1
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4x0000001ZGW

• Provides iDialogue extensions for flow-based Configure-Price-Quote (CPQ)
• Adds Quote snapshot action to sync Quotes to/from Opportunities
• Adds custom metadata type and fields for Quote field mapping (twin fields)
• Adds Account Pricing and Contract Pricing

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

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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
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• 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 Q4

• Flow CPQ Enhancements: Product groups and options
• Support for nested data tables in doc templates
  
• New quote templates that support nested product options and product groups
• Create document batch scope from report definitions (NPSP Accelerator)
• Room invite flow redesign. Omni-channel delivery / HTML emails / attachments

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2022 Q3

• Price tier and discount schedules action (Flow CPQ)
• Support for dynamic clauses in document templates via {{Section}} {{/Section}} tags
• Data grid enhancements. Improved query definition and column formatting rules
• Buyer Experience Accelerator for Salesforce CPQ / Revenue Cloud
• Room builder Text Plugin: Add text color picker and support dynamic merge tags in hyperlinks
• New quote document templates with revenue and quantity schedules

2022 Q2

• HTML Email Delivery (Delivered. See KB Article)
• Flow CPQ Accelerator: Product bundle flow configurator
• SMS Text Flow Action (Twilio integration)
• Bind SE content to room text plugins based on content category
• Accessibility improvements (see blog post)
• Export all checklist files to a single Zip file.

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)