CRMReposAPI

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.

What CRMReposAPI does

🔐 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.

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🧩 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