iDialogue Product Releases and Roadmap

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• Releases
• Accelerators
• Roadmap

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​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

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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 v1.112
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

2021 Q4

• Lightning Email templates. Rich email (HTML) room invitations and reminders.
• Intelligent reminders. Automate the delivery of reminders to customers that haven't yet viewed or taken action on quotes.
• 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
• Checklist enhancements

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)