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Pricing
Free
Listed since
2026

About CRMReposAPI

Automate compliant report exports and targeted distribution from Salesforce

🔐 One-Click Compliance Upload for Salesforce Reports with Custom Header/Footer Ensure every report download meets compliance and audit requirements—automatically. With a single click, users can upload and enhance any Salesforce report (run and downloaded) by applying your organization’s compliance formatting and generating an audit log. The final output is a fully compliant, print-ready XLSX file with embedded headers and footers. 📄 Header Includes:

  • User Name
  • Report Name
  • Salesforce Instance Name

📄 Footer Includes:

  • Company Name + "Confidential" label
  • Page Number / Total Pages
  • Download Date & Time

🔐 Optional: Apply customizable encryption to the report file to meet internal security policies or external regulatory requirements. ________________________________________ 🧩 Limited Trial Feature: Slice & Dice – Targeted Report Distribution Slice & Dice takes report delivery further by enabling intelligent segmentation and automated distribution—all from a single report run. Based on email addresses listed in the first column, the system automatically slices the report and sends tailored versions to designated recipients. ✉️ Each recipient receives:

  • A customized email w

Highlights

  • One-Click XLSX Export – Instantly convert Salesforce reports to true XLSX files with compliance-ready formatting.
  • Custom Headers & Footers – Automatically apply user, report, and instance details in the header; include confidential labels, page numbers, and timestamps in the footer.
  • Audit Log Generation – Track who exported what, when, and from which Salesforce instance for full traceability.
  • Optional File Encryption – Secure exported reports with customizable encryption codes for regulatory compliance.
  • Slice & Dice Distribution – Automatically segment reports and send personalized slices to recipients listed in the first column.
  • Custom Email Templates – Include report names and record counts in branded, configurable emails.
  • Limited Trial Feature Access – Try advanced distribution tools like Slice & Dice with a simple opt-in during your trial.
  • If you're subscribed to CRMRepos, there's no need to manually run, download, and upload Salesforce reports. Simply trigger the process directly via the CRMReposAPI for seamless automation.

Screenshots and videos

CRMReposAPI

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CRMReposAPI

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on November 14, 2025
Industries
  • Horizontal Product
Languages
  • English