Every organization faces the same challenges with time, cost, and operational efficiency. isolvIT builds practical Salesforce solutions that help administrators understand their systems, automate reporting, and securely connect outside information.
CRMRepos® provides complete report automation for recurring Salesforce reporting. Schedule reports, apply professional Excel formatting, encrypt and distribute files, maintain delivery history, and optionally retain report data for future reference and auditing.
CRMReposAPI® brings professional Excel report formatting into Salesforce Flow. Upload and format reports for free, or add CRMRepos services to run, schedule, personalize, encrypt, and distribute Salesforce reports.
Slice & Dice® takes one Salesforce report containing a designated email column and automatically creates a separate personalized Excel file for each email address. Use CRMRepos Job Scheduler for recurring distributions, or empower authorized Managers and Power Users to run Slice & Dice on demand with CRMReposAPI. Both methods document the slicing activity for auditing; CRMRepos can optionally retain report data, while CRMReposAPI does not store report data.
CRMDocs® provides live, on-demand access to Salesforce users, Permission Sets, Permission Set Groups, licenses, object and field permissions, objects, fields, picklists, layouts, record types, Lightning pages, flows, workflows, profiles, reports, dashboards, external connections, Apex code, and component dependencies. Information is displayed in organized tables, with formatted JSON and code views available when applicable—without waiting for a full system refresh.
Web Services & Flows Our consulting and web-service integration work extends Salesforce with secure access to external systems, using Salesforce-managed credentials and solutions designed around your business process.
Explore CRMReposAPI, learn more about CRMRepos and Slice & Dice, or install CRMReposAPI free from Salesforce AppExchange. To discuss CRMDocs, reporting subscriptions, consulting, or integrations, contact us.
