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iDialogue Product Releases and Roadmap

  • Releases
  • Accelerators
  • Roadmap
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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
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
2021 Q2
  • Content Categorization
  • Sales Enablement: Starting customer dialogues using internal sales guides, training, and onboarding.
  • Content recommendation engine. Auto-include content in rooms.

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)

    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 

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