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FlexiPath

By Summit

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

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$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.

Highlights

Unlimited Path Fields – Display all the fields your team needs at each stage for complete visibility and faster updates.

Multi-Column Layouts – Organize information into clean, structured layouts that improve user efficiency and readability.

Step-Based Task Templates – Trigger predefined tasks or checklists for each stage to ensure consistent follow-through.

Customizable Path Features – Control caching, default view expansion, and collapsible sections to tailor the user experience.

Guided Setup Wizard – Configure paths, mappings, and automation with clicks—not code—through an intuitive admin interface.

Cross-Cloud Compatibility – Use FlexiPath across Sales, Service, and Industry Clouds for unified process management.

Process Consistency & Compliance – Enforce standardized steps and rules that ensure every record follows your business process.

Enhanced User Adoption – Empower users with clearer guidance, simpler navigation, and less data entry frustration.

Provider Details

Summit
1391 W 5th Ave #349, Columbus, OH 43212
Social Impact
Pledge 1%
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Founded
2016
Website
Email
Phone
614-859-6543

Summit is a Columbus, Ohio–based Salesforce “Summit” level Consulting Partner (est. 2016) that specializes in delivering tailored Salesforce solutions—from QuickStarts and full-cycle implementations to managed services and strategic guidance, across public sector, higher education, non-profit, and commercial sectors. What sets Summit apart: • Deep expertise: Our team comprises Salesforce-certified consultants, developers, architects, analysts, and project managers, delivering across nearly all Salesforce clouds including Sales, Service, Marketing, CPQ, Nonprofit, Education, Field Service, Experience, and Public Sector. • Balanced approach: We combine thorough business analysis with MVP-driven agile delivery: planning, design, build, and deployment via sprint cycles supported by diligent project governance. • ROI-first mindset: Summit emphasizes quick value delivery, ROI optimization, and reducing technical debt through consultative strategy, not one-size-fits-all solutions. • Trusted reputation: With a 5-star AppExchange rating, dozens of certifications, and a growing client roster, Summit has built a track record based on excellence and trust.

Pricing Details

Default Plan

$10 USD/user/month

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