CRMRepos Slice & Dice automatically divides one Salesforce report by email address and securely delivers personalized Excel files.

Instead of maintaining and running a separate report for every recipient, you run one report containing a designated email column. Slice & Dice groups the current report results by email address, creates a separate file for each unique recipient, and sends each person only the records associated with that email address.

How Slice & Dice Works

1. Run the report: A Salesforce report is generated with the intended recipient email address included on every applicable record.
2. Group by email: The results are sorted and divided using the designated email column.
3. Create personalized files: A separate formatted Excel file is created for each unique email address.
4. Deliver securely: Each file is sent to its corresponding recipient, and the Slice & Dice operation is documented.

Scheduled Slice & Dice with CRMRepos Job Scheduler
Standard Slice & Dice reports can be scheduled to run automatically using the CRMRepos Job Scheduler. This is ideal for recurring and predictable distributions, such as daily case assignments, weekly activity lists, monthly account reviews, or regularly scheduled compliance reports.

• Runs automatically on a defined schedule
• Supports recurring and predictable report distribution
• Documents every Slice & Dice operation for audit purposes
• Can optionally retain the generated report data for future access and reference

On-Demand Slice & Dice with CRMReposAPI
CRMReposAPI empowers authorized Managers and Power Users to run Slice & Dice whenever it is needed. They no longer have to wait for the next scheduled job when report distribution is immediate or time-sensitive.

• Runs on demand from Salesforce
• Empowers authorized Managers and Power Users
• Documents every Slice & Dice operation for audit purposes
• Does not store report data; the data is processed and distributed without being retained by CRMReposAPI

Designed for Audit and Accountability
Both CRMRepos Job Scheduler and CRMReposAPI document Slice & Dice activity to support auditing and accountability. The slicing and distribution process is documented, while data-retention behavior remains clearly defined: CRMRepos can optionally retain generated report data, while CRMReposAPI does not store report data.

Practical Applications
Slice & Dice is especially useful when report results, recipient lists, and record counts can change every time the report runs.

• Case Management: Open, overdue, escalated, or unresolved cases
• Activities and Follow-Up: Overdue tasks, upcoming activities, and records requiring action
• Client Data Cleansing: Records containing incomplete or incorrect client information
• Sales Opportunities: Stalled opportunities, upcoming closings, or deals missing next steps
• Lead Follow-Up: New, aging, uncontacted, or recycled leads
• Account Reviews: Customers, contacts, open cases, or accounts requiring review
• Contracts and Renewals: Contracts, subscriptions, warranties, or certifications nearing expiration
• Collections: Outstanding invoices, balances, or accounts requiring attention
• Compliance Corrections: Missing approvals, incomplete consent, expired documents, or policy exceptions
• Audit Remediation: Findings, exceptions, and corrective actions
• Training and Certification: Incomplete training or expiring certifications
• Service Operations: Appointments, inspections, work orders, or maintenance assignments
• Event Management: Registration, attendee, cancellation, or follow-up lists
• Membership Outreach: Renewals, expirations, missing information, or engagement lists
• Customer and Partner Reporting: Records associated with each customer or partner email address

Compare the Two Execution Methods

Benefits:

• Use one Salesforce report for many personalized distributions
• Send each recipient only the records associated with their email address
• Respond automatically when recipients and record counts change
• Choose scheduled automation or authorized on-demand execution
• Document Slice & Dice activity for audit and accountability
• Choose optional data retention with CRMRepos or no stored report data with CRMReposAPI