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FlexiPath

By Summit

Guide every deal, service, or process with fully customizable Paths

No Ratings
$10   USD/user/month
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Business Need
Productivity
Process Management
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

FlexiPath by Summit extends Salesforce with advanced, metadata-driven path configuration. Build dynamic, multi-object paths with tasks, guidance, and automation—no code required. Designed for admins to create intuitive, process-driven user experiences.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
FlexiPath By Summit/FlexiPath v1.2 — Initial Release 1.2.2
Listed On
12/08/2025
Latest Release
01/26/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: undefined
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/21/2025

Additional Details

FlexiPath by Summit transforms Salesforce into a dynamic, metadata-driven process management framework. Built entirely on the Salesforce Platform, it empowers admins to create flexible, guided experiences that adapt to any object, record type, or business workflow—without code. Solve Key Challenges: • Overcome the field and layout limits of standard Path. • Improve process consistency, visibility, and accountability. • Accelerate user adoption with intuitive, guided layouts. Key Features: • Unlimited Path Fields: Display and update any number of fields per stage. • Multi-Column Layouts: Organize data for clarity and speed. • Step-Based Task Templates: Auto-create tasks or checklists by stage. • Configurable Experience Controls: Manage caching, expand/collapse, and detail-view preferences. • Admin-Friendly Setup: Define and deploy paths with clicks—no Apex or scripting required. FlexiPath extends the Lightning Design System to deliver an enhanced, consistent Salesforce experience—helping teams work smarter, faster, and in full alignment with organizational processes.

Need help?

Summit

1391 W 5th Ave #349, Columbus, OH 43212

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