CRMReposAPI
By iSolvIT, Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- 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

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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