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Releases
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Accelerators
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Roadmap
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iDialogue v1.208
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iDialogue v1.206
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iDialogue v1.204
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iDialogue v1.203
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iDialogue v1.202
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iDialogue v1.201
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iDialogue v1.196
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iDialogue v1.191
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iDialogue v1.189
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iDialogue v1.184
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iDialogue v1.181
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iDialogue v1.176
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iDialogue v1.173
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iDialogue v1.168
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iDialogue v1.157
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iDialogue v1.149
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iDialogue v1.145
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iDialogue 1.144
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iDialogue v1.141
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iDialogue v1.134
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iDialogue v1.133
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iDialogue v1.132
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iDialogue v1.131
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iDialogue v1.129
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iDialogue v1.128
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iDialogue v1.126
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iDialogue v1.124
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iDialogue v1.119
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iDialogue v1.117
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iDialogue v1.12
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iDialogue v1.110
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iDialogue v1.108
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iDialogue v1.103
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iDialogue v1.102
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLvo
iDialogue v1.100
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLqA
iDialogue v1.99
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cLq5
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
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- Adds ReminderService
- Adds "On Reminder Service Send" flow platform event handler
- Adds documentation for reminder services
iDialogue v1.203
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- Adds Product Bundle Configurator
iDialogue v1.202
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- 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
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- 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
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- Adds Task to Checklist List items when comments are posted in rooms
iDialogue v1.189
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- Adds metrics and counters to ContentVersion for reporting Sales Enablement engagement with content.
iDialogue v1.184
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- 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
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- 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
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- 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
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- 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
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- 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
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- Adds room builder site versioning.
- Adds room content history, snapshot, and restore.
- Increases room site definition limit to 6MB.
iDialogue v1.149
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- 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
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- 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
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- 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
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- 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
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- 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
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- Ad Hoc Document Signing (Pilot)
iDialogue v1.132
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- 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
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- 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
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- 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
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- 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
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- Removes dependency on Orders for installation
iDialogue v1.124
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- 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
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- 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
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- Adds Script plugin
- Adds support for Room Links in Lightning Experience
iDialogue v1.108
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- 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
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- Adds room settings gear icon to iDialogue Lightning component.
- One-click access to switch rooms, refresh, or delete a room.
iDialogue v1.102
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- 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
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- Fixed issue where shorthand tag field mappings were not re-initialized upon new document version upload
iDialogue v1.99
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- Added support for multi-record rooms
- Attach docs as Files by default
NPSP Accelerator v1.7
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NPSP Accelerator v1.3
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NPSP Accelerator v1.2
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NPSP Accelerator v2021.1
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Quote to Cash v1.112
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Quote to Cash v1.111
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Quote to Cash v1.110
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Quote to Cash v1.106
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Quote to Cash v1.105
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Quote to Cash v1.104
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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
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- 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
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- Added Opportunity record trigger flow
- Added support for NPSP Payment records
NPSP Accelerator v2021.1
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- 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
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- 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
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- 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
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- Adds global utility method: XBillingUsage.getUsageByBillingAccount(Date usageDate, ID accountId);
- Improves logging of exceptions during amendment order provisioning process.
Quote to Cash v1.106
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- Adds Order.Amended__c checkbox (enabled on amendment action)
- Adds Order.AmendmentOrder__c link to new Amendment order
Quote to Cash v1.105
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- 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 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
- 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
2020 Q2