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CRMReposAPI
Automate compliant report exports and targeted distribution from Salesforce
- Industries
- Horizontal Product
- Business Need
- IT & AdministrationAudit & ComplianceDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Export Salesforce reports as compliant XLSX files with custom headers, footers, audit logs, and optional encryption. Automate report distribution with smart Slice & Dice functionality to deliver the right data to the right people, every time.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- CRMReposAPIFlow/Fall 2025 1.6.0
- Listed On
- 01/01/2026
- Latest Release
- 01/01/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 1Custom Apps: 1
- Lightning Components
- Global: 1App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
🔐 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
Need help?
iSolvIT, Inc.
Greater Boston, MA, USA
Our dedicated support team is here to assist with installation, configuration, troubleshooting, and usage questions. We aim to respond to all inquiries within 1 business day. For priority issues affecting live data or compliance delivery, please include