Room Builder

iDialogue “rooms” are flow-initiated portals created within the context of a Salesforce record for use in personalized, 1:1, secure correspondence with a Contact.

Rooms may be created from the iDialogue Lightning component on a record page layout or from a Salesforce Flow

Note: this documentation may refer to “rooms” and “portals” interchangeably.

Room builder components

1. Page layout workspace

2. Portals

3. Plugins:

   • Text
   • Document
   • File Upload
   • Payment Method
   • Salesforce

4. Page navigation header

5. Salesforce OBject

6. Page and Plugin Settings

7. Builder, Pages, and Room Settings

8. Layout view: Desktop or Mobile

9. Document Action Buttons

   • Download
   • Accept
   • Reject
   • eSign

10. Publish