How SFPrelodr Transforms Your Workflow

From hours of manual template creation to perfect Excel templates in 30 seconds. See exactly how SFPrelodr eliminates data loading frustration forever.

Get Extension Explore Features

Simple 3-Step Process

No setup, no configuration, no learning curve. Just instant results.

1
🔐

Be Logged Into Salesforce

Simply be logged into any Salesforce org in your browser. SFPrelodr automatically detects and uses your existing session securely.

✓ Works with any Salesforce org
✓ Supports SSO and MFA
✓ Respects your permissions
2
⚡

Select Object & Fields

Choose your Salesforce object and select fields. Required fields are automatically pre-selected based on metadata analysis.

✓ Auto-detects required fields
✓ Shows field types and requirements
✓ Filters out system-only fields
3
📊

Download Perfect Template

Get your Excel template with conditional formatting, data validation, sample data, and comprehensive field documentation.

✓ Instant download
✓ Ready for data entry
✓ 100% loading success rate

Detailed Walkthrough

See exactly what happens at each step and what makes SFPrelodr special

Step 1

Secure Session Detection

What Happens Behind the Scenes

SFPrelodr uses the same secure approach as Salesforce Inspector. It detects your existing Salesforce session cookies and automatically converts Lightning Experience domains to API-compatible endpoints.

Smart Cookie Selection

  • Scores cookies based on domain matching and expiration
  • Prioritizes cookies matching your current Salesforce tab
  • Handles multiple org scenarios automatically
  • Converts Lightning URLs to API domains seamlessly
💡
Pro Tip

Make sure you're on a Salesforce tab when using SFPrelodr for the most accurate org detection.

https://yourorg.lightning.force.com
Salesforce
🔍
SFPrelodr detecting session...
✅ Session detected!
Step 2

Intelligent Object Analysis

Metadata-Driven Field Detection

SFPrelodr analyzes your Salesforce object metadata in real-time, categorizing fields by requirements and filtering out system-only fields.

Smart Categorization

  • Required Fields: Auto-selected, cannot be unchecked
  • System Default Fields: Optional but useful (OwnerId, etc.)
  • Optional Fields: Business-relevant fields you can choose
  • System Fields: Hidden from view (CreatedDate, etc.)
🎯
Auto-Detection Magic

If you're already on a Salesforce record page, SFPrelodr can automatically detect the object type and pre-populate the selection.

SFPrelodr

Required Fields (3)

Name Text(255)
Type Picklist

Optional Fields (12)

Phone Phone
Email Email
Step 3

Template Generation & Download

Advanced Excel Generation

SFPrelodr creates sophisticated Excel templates using ExcelJS library with conditional formatting, data validation, and comprehensive documentation.

What's Included in Your Template

  • Data Sheet: Headers, sample data, and validation rules
  • Field Guide: Complete field descriptions and requirements
  • Conditional Formatting: Red highlighting for invalid data
  • Data Validation: Dropdowns and format restrictions
100%
Load Success Rate
0
Format Errors
95%
Time Saved
Data Template
Field Guide
Name * Type * Email Phone
Acme Corporation Customer contact@acme.com (555) 123-4567
123 Prospect invalid-email (555) 987-6543
✅ Valid data - ready to import
❌ Invalid data - highlighted in red

Technical Deep Dive

For technical users who want to understand the implementation details

🔐

Security Architecture

SFPrelodr follows the same security model as Salesforce Inspector, reusing existing session cookies without requiring additional authentication.

Cookie Extraction: Secure browser API access
Session Validation: Format verification with '!' character
Domain Conversion: Lightning → API endpoint mapping
⚙️

API Integration

Uses Salesforce REST API v58.0 for metadata retrieval with intelligent caching and error handling for optimal performance.

Endpoints: /sobjects/ and /describe/
Caching: Cache-busting parameters
Headers: Sforce-Call-Options tracking
📊

Excel Generation

Leverages ExcelJS library for advanced formatting capabilities, including conditional formatting and data validation rules.

Library: ExcelJS for full feature support
Validation: Complex formula-based rules
Formatting: Conditional background colors
🎯

Field Logic

Sophisticated field categorization using business rules to determine required vs optional fields and filter system-only fields.

Analysis: Metadata-driven field categorization
Filtering: System field exclusion rules
Defaults: System default field detection

Ready to Experience This Seamless Process?

Join our waitlist to be among the first to transform your Salesforce data loading workflow from hours of frustration to seconds of satisfaction.

Get Extension
🚀 Early access users get priority support and exclusive features