FlexiPath

Take Control of Your Salesforce Processes

FlexiPath by Summit extends Salesforce with advanced, metadata-driven path configuration. Build dynamic, multi-object paths with tasks, guidance, and automation—no code required.

Unlock the Full Power of Salesforce Path.
No Code Required.

Are you pushing the limits of standard Salesforce Path? Do your teams struggle with inconsistent processes, missed steps, or the inability to display all critical information at a glance?

Summit's FlexiPath is a game-changing Salesforce ISV application designed to transform your standard Path into a dynamic, metadata-driven process management framework. Empower your admins, guide your users, and ensure compliance across every workflow.

Video: See FlexiPath in Action

Check us out on the AppExchange

The Challenges of Standard Salesforce Path

  • Limited Visibility

    Standard Path restricts you to just 5 fields per step and a single-column view, forcing users to navigate multiple screens to find critical data.

  • Inconsistent Execution

    Without robust enforcement, users can skip crucial steps, leave fields blank, or forget essential tasks, leading to inconsistent data and processes.

  • Complex Conversions

    Beyond basic Lead conversion, managing complex record conversions often requires manual effort or costly custom code.

  • Compliance Risks

    In regulated industries, the inability to enforce linear, step-by-step progression can lead to significant audit issues.

  • Maintenance Headaches

    Custom-built solutions for process management demand ongoing developer resources and maintenance, diverting valuable time and budget.

If these pain points sound familiar, FlexiPath may be the right fit for you.

Download Implementation Guide
Sales Enablement

FlexiPath: Your Advanced Salesforce Process Engine

FlexiPath adjustable layouts

FlexiPath by Summit is a 100% native, metadata-driven managed package built entirely on the Salesforce Platform. It extends the familiar Salesforce Path experience, providing unparalleled flexibility, scalability, and automation without a single line of code.

FlexiPath empowers you to:

    • Overcome field and layout limits of standard Salesforce Path.
    • Improve process consistency, visibility, and accountability.
    • Accelerate user adoption with intuitive, guided layouts.

 

Key Features and Benefits:
Why FlexiPath is the Essential Upgrade

FlexiPath goes far beyond standard Salesforce Path, offering a suite of powerful features designed to streamline your operations and enhance user experience.

Unmatched Flexibility and Customization

  • Unlimited Fields and Multi-Column Layouts

    Display all the information your team needs at a glance, organized for clarity and speed. No more toggling between screens.

  • Universal Object Support

    Configure FlexiPath for any standard or custom object within Salesforce.

  • Customizable Layouts at the Admin Level

    Tailor the path experience by team, department, or even by specific field conditions. There are no restrictions on the number of paths per object or the conditions that display them.

FlexiPath Path Example with Detail View

Intelligent Automation and Efficiency

FlexiPath Path Example with Detail View Validation
  • Automated Tasks and Templates

    Ensure consistent follow-ups and reduce manual effort. Predefine task templates tied to path steps and assign them automatically when records progress.

  • Conversion Automation

    Go beyond standard Lead conversion. Map any object into another with field-level mappings and lookup conditions.

  • Process Enforcement

    Implement step-by-step progression, linear progression, and configurable caching to ensure required steps are never skipped, crucial for compliance and data integrity.

Admin-Friendly and User-Centric

  • Guided Admin Setup

    Define and deploy paths, conversions, and task templates with clicks, not code. Our wizard-driven configuration makes setup simple and intuitive.

  • Familiar User Interface

    FlexiPath's UI mirrors Salesforce Path, providing a familiar experience with enhanced functionality, minimizing disruption for end-users.

  • Configurable Experience Controls

    Manage caching, expand/collapse behavior, and default detail-view preferences for optimal usability.

FlexiPath Guided Setup

FlexiPath vs. Standard Salesforce Path: A Clear Advantage

Number of Fields Limited (max 5 per path step) Unlimited fields per step
Layout Options Single-column only Multi-column layouts
Path Support One path per record type per object Unlimited paths and automatic filtering by record type
Conversion Lead conversion only Customizable object conversions with mapping and lookup conditions
Tasks Manual task creation Automated, reusable task templates
Process Enforcement Not available Caching, linear progression, step-by-step enforcement
Customization Basic Admin-level path layouts by team, department, or field
Code Required No No Apex or scripting required

Who Benefits from FlexiPath?

FlexiPath is designed for any Salesforce customer who needs more robust process management, from growing SMBs to large enterprises with complex compliance needs.

  • For Executives

    Ensure consistent execution, compliance, and faster ramp-up for users. Drive accountability and improve overall operational efficiency.

  • For Salesforce Administrators

    Enjoy a guided step-by-step setup wizard with deep customization options. Deploy powerful solutions without writing a single line of code.

  • For End Users (Reps, Agents, Teams):

    Experience intuitive, guided steps with all the right fields and tasks in one place, without disruption to their familiar Salesforce experience.

Industry-Specific Use Cases

  • Healthcare

    Build regulatory compliance directly into workflows with step-by-step patient appointment paths and automated task templates for follow-ups.

  • Financial Services

    Streamline onboarding with KYC/AML tasks and unlimited compliance fields, ensuring every step is completed accurately.

  • Manufacturing

    Automate sales-to-service handoffs with automated asset creation and consistent process enforcement.

  • Nonprofit

    Enhance donor cultivation with templated stewardship tasks to ensure consistent engagement and follow-up.

  • Technology Sales

    Configure Opportunity Paths with linear progression, attach task templates for demos and proposals, and ensure consistent sales methodologies.

  • Education

    Standardize student support requests with guided Case Paths and task templates, improving SLA compliance and consistent advising.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

614-859-6543

Why Choose Summit?

Summit is committed to delivering innovative, native Salesforce solutions that empower businesses. FlexiPath is built with the same Lightning Design System and security principles as Salesforce, ensuring a seamless, secure, and high-performing experience.

We provide a fully supported, managed package that evolves with the Salesforce platform, so you never have to worry about maintaining custom code.

Ready to Take Control of Your Salesforce Processes?

Stop letting the limitations of standard Path hold you back. Experience the flexibility, automation, and control that FlexiPath by Summit delivers.

Visit the Salesforce AppExchange to give FlexiPath a test drive in a sandbox environment.  Or, contact us to get started today!

Contact Us

FlexiPath by Summit: Frequently Asked Questions

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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