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FlexiPath

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

Overview

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.

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  • 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.

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.

Categories

Business Needs
Productivity
Process Management
Personas
Administrator
Business User
Consultant
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

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