CRMReposAPI® brings professional report formatting directly into Salesforce using Salesforce Flow.

Upload an Excel report and apply professional formatting for free. With a CRMRepos subscription, you can also run Salesforce reports directly and use Slice & Dice to create and securely distribute personalized reports.

Extend CRMReposAPI beyond file uploads by running current Salesforce reports and distributing personalized report files through CRMRepos.

Select and run a Salesforce report directly from CRMReposAPI. The report is retrieved from Salesforce, formatted using your selected template, and prepared for download or distribution.

Run Report capabilities include:

• Run current Salesforce report data
• Support for tabular and Salesforce-formatted reports
• Apply reusable formatting templates automatically
• Download professionally formatted XLSX files
• Schedule recurring report runs
• Distribute reports by email
• Run reports through an authorized master login

Run one Salesforce report and automatically divide it into separate, personalized files. Each recipient receives only the records intended for that person or business group.

Reports can be separated by:

Slice & Dice can also:

• Create an individual Excel file for each recipient
• Remove the distribution email column from the delivered report
• Insert the record count and report run date
• Generate consistent, identifiable filenames
• Apply the selected formatting template to every file
• Protect Excel files with AES-256 encryption
• Email each personalized report to the correct recipient