Tyler Class is a senior Salesforce architect and RevOps systems leader who builds high-impact, scalable solutions and open-source developer tools.https://tylerclass.net/en-ushttps://tylerclass.net/blog/i-built-a-tool-that-automatically-organizes-and-logs-my-hsa-receipts/https://tylerclass.net/blog/i-built-a-tool-that-automatically-organizes-and-logs-my-hsa-receipts/If you have a Health Savings Account and you’re playing the long game — paying medical expenses out of pocket, letting the HSA compound tax-free, and…Tue, 07 Apr 2026 00:00:00 GMTPersonalGoogle Apps ScriptOpen sourcePersonalhttps://tylerclass.net/blog/how-i-made-a-free-coffee-logging-and-analytics-solution/https://tylerclass.net/blog/how-i-made-a-free-coffee-logging-and-analytics-solution/This whole coffee-logging setup started as a simple desire: I want to understand why some brews taste magical and others taste like hot disappointment. No…Sat, 06 Dec 2025 00:00:00 GMTTechAirtableFillout.comhttps://tylerclass.net/blog/custom-lead-routing-solution-in-salesforce/https://tylerclass.net/blog/custom-lead-routing-solution-in-salesforce/L2A matching answers a simple but critical question: does this new lead belong to an existing account?Mon, 25 Aug 2025 00:00:00 GMTRevOpsCustom Metadata TypeFlowLeanDataRevenue OperationsSalesforcehttps://tylerclass.net/blog/balancing-data-quality-and-flexibility-in-salesforce-stage-validations/https://tylerclass.net/blog/balancing-data-quality-and-flexibility-in-salesforce-stage-validations/Keeping Salesforce data clean is a never-ending battle. On one hand, leaders want consistent, high-quality data to fuel forecasting, compliance, and…Mon, 25 Aug 2025 00:00:00 GMTRevOpsRevenue OperationsSalesforcehttps://tylerclass.net/blog/data-enrichment-in-salesforce-unlocking-efficiency-and-accuracy/https://tylerclass.net/blog/data-enrichment-in-salesforce-unlocking-efficiency-and-accuracy/In the modern business landscape, data is the lifeblood of decision-making and strategy. For sales reps, it’s also a critical tool to drive customer…Mon, 25 Aug 2025 00:00:00 GMTRevOpsRevenue OperationsSalesforcehttps://tylerclass.net/blog/the-1-salesforce-skill/https://tylerclass.net/blog/the-1-salesforce-skill/When people talk about the most important Salesforce skill, the usual suspects pop up:Mon, 25 Aug 2025 00:00:00 GMTRevOpsCareerRevenue OperationsSalesforcehttps://tylerclass.net/blog/centralize-data-validations-with-a-custom-metadata-framework/https://tylerclass.net/blog/centralize-data-validations-with-a-custom-metadata-framework/This framework centralizes all Opportunity stage-based validation rules in a Custom Metadata Type (CMT), providing an efficient, scalable, and easily…Tue, 29 Jul 2025 00:00:00 GMTSalesforceApexCustom Metadata TypeFlowhttps://tylerclass.net/blog/custom-settings-vs-custom-labels-explained/https://tylerclass.net/blog/custom-settings-vs-custom-labels-explained/Salesforce provides Custom Labels and Custom Settings as tools to make your org more dynamic and configurable. While they share some similarities, they…Tue, 29 Jul 2025 00:00:00 GMTTechhttps://tylerclass.net/blog/comparing-date-fields-across-quarters-with-formulas/https://tylerclass.net/blog/comparing-date-fields-across-quarters-with-formulas/If your org follows a standard calendar fiscal year, you can use simple month-to-quarter logic to determine whether a given date is in a past, current, or…Tue, 29 Jul 2025 00:00:00 GMTRevOpsRevenue OperationsSalesforcehttps://tylerclass.net/blog/how-to-administer-clari-for-business-success/https://tylerclass.net/blog/how-to-administer-clari-for-business-success/As a Clari admin, your role is critical in setting up the platform to drive value for end users. From integrating Salesforce data to configuring page…Tue, 29 Jul 2025 00:00:00 GMTRevOpsClarihttps://tylerclass.net/blog/how-users-can-drive-value-from-clari/https://tylerclass.net/blog/how-users-can-drive-value-from-clari/Clari is a powerful revenue operations tool that empowers sales teams to execute more effectively, improve forecasting, and achieve revenue goals…Tue, 29 Jul 2025 00:00:00 GMTRevOpsClariRevenue Operationshttps://tylerclass.net/blog/parsing-comma-separated-values-in-a-screen-flow-with-or-without-apex/https://tylerclass.net/blog/parsing-comma-separated-values-in-a-screen-flow-with-or-without-apex/If you’re working with user inputs or external integrations in Salesforce, chances are you’ve needed to parse a comma-separated string (CSV) into a usable…Tue, 29 Jul 2025 00:00:00 GMTSalesforceApexFlowSalesforcehttps://tylerclass.net/blog/search-your-salesforce-orgs-metadata-with-chatgpt/https://tylerclass.net/blog/search-your-salesforce-orgs-metadata-with-chatgpt/Wouldn’t it be cool if you could search your Salesforce codebase using ChatGPT? Imagine asking it questions like:Tue, 29 Jul 2025 00:00:00 GMTSalesforceChatGPTSalesforcehttps://tylerclass.net/blog/supercharge-processes-with-custom-metadata-types/https://tylerclass.net/blog/supercharge-processes-with-custom-metadata-types/If you’ve ever juggled environment-specific config in Salesforce and cursed the tedium of copying values manually between orgs—good news: Custom Metadata…Tue, 29 Jul 2025 00:00:00 GMTSalesforceApexCustom Metadata TypeFlowSalesforcehttps://tylerclass.net/blog/use-a-simple-formula-to-create-org-independent-record-hyperlinks/https://tylerclass.net/blog/use-a-simple-formula-to-create-org-independent-record-hyperlinks/If you’ve ever built a Salesforce Flow and needed to generate a clickable record URL, you’ve probably run into the temptation to hardcode your org’s…Tue, 29 Jul 2025 00:00:00 GMTSalesforceFlowSalesforcehttps://tylerclass.net/blog/using-custom-settings-in-salesforce/https://tylerclass.net/blog/using-custom-settings-in-salesforce/Custom Settings are a powerful tool for Salesforce admins and developers to make org configurations more flexible and manageable. Whether you’re excluding…Tue, 29 Jul 2025 00:00:00 GMTSalesforceSalesforcehttps://tylerclass.net/blog/working-with-nonstandard-fiscal-years-in-formula-fields/https://tylerclass.net/blog/working-with-nonstandard-fiscal-years-in-formula-fields/Most Salesforce users are familiar with fiscal quarters that start neatly on the first of a month — January 1, April 1, July 1, and October 1. But what…Tue, 29 Jul 2025 00:00:00 GMTRevOpsRevenue OperationsSalesforcehttps://tylerclass.net/blog/create-an-asynchronous-record-update-framework-using-platform-events/https://tylerclass.net/blog/create-an-asynchronous-record-update-framework-using-platform-events/Salesforce has come a long way from its days of relying on Workflow Rules and Process Builders for handling regular field updates. With the advent of…Mon, 28 Jul 2025 00:00:00 GMTSalesforceApexFlowPlatform Eventshttps://tylerclass.net/blog/auto-generate-qr-codes-in-salesforce-and-a-cool-example-use-case/https://tylerclass.net/blog/auto-generate-qr-codes-in-salesforce-and-a-cool-example-use-case/QR (“Quick Response”) codes are a simple, powerful way to connect the physical world to your Salesforce data. Whether you’re linking to a form, a webpage…Mon, 28 Jul 2025 00:00:00 GMTSalesforceDevelopmentSalesforcehttps://tylerclass.net/blog/how-i-set-up-my-computer-for-max-productivity/https://tylerclass.net/blog/how-i-set-up-my-computer-for-max-productivity/As someone who spends 8+ hours a day architecting systems, writing specs, and toggling between client projects, my computer setup needs to be…Mon, 28 Jul 2025 00:00:00 GMTPersonalCareerProductivityhttps://tylerclass.net/blog/understanding-fiscal-calendars-and-how-to-set-them-up-in-salesforce/https://tylerclass.net/blog/understanding-fiscal-calendars-and-how-to-set-them-up-in-salesforce/When we think about a “fiscal year,” most of us assume it starts on January 1 and follows the standard calendar year. But in reality, organizations around…Mon, 28 Jul 2025 00:00:00 GMTRevOpsRevenue OperationsSalesforcehttps://tylerclass.net/blog/check-if-a-salesforce-date-field-is-in-the-current-quarter/https://tylerclass.net/blog/check-if-a-salesforce-date-field-is-in-the-current-quarter/Sometimes, you need to check if a date field is in a later quarter or earlier quarter than the current quarter. To do this, see this article instead.Sat, 26 Jul 2025 00:00:00 GMTSalesforceSalesforcehttps://tylerclass.net/blog/how-i-published-this-website-for-free/https://tylerclass.net/blog/how-i-published-this-website-for-free/This website is built in Notion and published to a custom domain—completely free.Sat, 26 Jul 2025 00:00:00 GMTTechCloudflareNotionOpen sourceWebsiteshttps://tylerclass.net/blog/let-users-resume-a-paused-flow-interview-from-an-associated-record/https://tylerclass.net/blog/let-users-resume-a-paused-flow-interview-from-an-associated-record/Sometimes users need to step away in the middle of a flow—whether it’s to join a meeting, gather missing information, or just deal with real life…Sat, 26 Jul 2025 00:00:00 GMTSalesforceApexFlowSalesforcehttps://tylerclass.net/blog/make-data-entry-easy-with-dynamic-forms/https://tylerclass.net/blog/make-data-entry-easy-with-dynamic-forms/When you’re managing simple records in Salesforce, Key Fields on record pages are often enough. They give users a quick glance at what matters most. But…Sat, 26 Jul 2025 00:00:00 GMTSalesforceSalesforcehttps://tylerclass.net/blog/workaround-for-subscribing-to-a-dynamic-dashboard/https://tylerclass.net/blog/workaround-for-subscribing-to-a-dynamic-dashboard/If you’ve worked with Salesforce dashboards, you’ve probably run into this limitation:Sat, 26 Jul 2025 00:00:00 GMTSalesforceSalesforcehttps://tylerclass.net/blog/10-strategies-for-remote-work-success/https://tylerclass.net/blog/10-strategies-for-remote-work-success/Over my 7+ years of remote work experience, I’ve honed these strategies to create boundaries, stay productive, and maintain balance. They’ve worked…Wed, 23 Jul 2025 00:00:00 GMTPersonalCareerhttps://tylerclass.net/blog/3-mindsets-salesforce-professionals-need-for-success/https://tylerclass.net/blog/3-mindsets-salesforce-professionals-need-for-success/Technical skills are all the rage, but there's something underneath it all. The mindset that you bring to your career is more important than what you…Wed, 23 Jul 2025 00:00:00 GMTPersonalCareer