FlexiPath

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.