Customisable Flow Header & Footer with Progress Indicator
Configure Salesforce Flow headers, footers, paths, and progress indicators with point-and-click components.
Salesforce LabsFree
CRMReposAPI
by iSolvIT, Inc.SalesforceFree
Exports Salesforce reports as XLSX files with custom headers, footers, audit logs, optional encryption, and recipient-based distribution.
PRICINGFree
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
CRMReposAPI converts downloaded Salesforce reports into XLSX files with organization-specific headers and footers. Headers can include the user name, report name, and Salesforce instance name; footers can include the company name, a confidentiality label, page numbers, and the download date and time. The add-in generates an audit log and can apply optional customizable encryption codes. A limited-trial distribution feature can split a report using email addresses in its first column and send tailored versions with configurable email templates.
Key capabilities
from the Salesforce AppExchange listingXLSX report export
Converts Salesforce reports into XLSX files with report formatting.
Custom headers
Adds the user name, report name, and Salesforce instance name to report headers.
Custom footers
Adds the company name, confidentiality label, page numbers, total pages, and download date and time to report footers.
Audit log generation
Records who exported a report, what was exported, when it was exported, and the Salesforce instance used.
Optional encryption
Applies customizable encryption codes to exported report files.
Report distribution
The limited-trial Slice & Dice feature segments a report according to email addresses in its first column and sends the resulting versions to recipients.
Email templates
Configurable email templates can include report names and record counts.
How it compares
CRMReposAPI exports Salesforce reports as XLSX files and adds report metadata, footers, audit logs, optional encryption, and recipient-based distribution. Report Upgrade - Add Report Title and Logo focuses on adjusting report titles and logos, while its description also lists data joins with multiple queries, reports, or external event databases. Export++ provides global data export and formatting changes for standard and custom objects and list views, but its description does not mention CRMReposAPI's report headers, footers, audit logs, encryption, or recipient slicing.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Report Upgrade - Add Report Title and Logo | Free | Cloud | |
| Export++ | Free | Cloud |
In the catalog
332 plugins in Salesforce Platform · Analytics
Price distribution: 154 free, 33 freemium, 145 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«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 …»