FlexiPath by Summit is a 100% native Salesforce application that extends Salesforce Path with unlimited fields, automated tasks, and structured process enforcement—all configured with clicks, not code. The result is greater consistency, compliance, and operational efficiency across teams.
COLUMBUS, Ohio, Feb. 17, 2026 /PRNewswire-PRWeb/ -- Summit, a Salesforce Summit-Tier consulting partner and innovator in Salesforce solutions, today announced the launch of FlexiPath by Summit, a next-generation, fully native Salesforce ISV application engineered to transform how organizations design, enforce, and scale their Salesforce processes.
FlexiPath significantly extends the capabilities of standard Salesforce Path, giving administrators unlimited configuration flexibility, deeper visibility, and advanced process automation—all configured with clicks, not code. The result is a scalable, metadata-driven approach to improving operational consistency, compliance, and efficiency across every Salesforce object and department.
Addressing the Growing Need for Stronger Salesforce Process Control
As organizations scale and their operational demands increase, many outgrow the foundational capabilities of standard Salesforce Path and encounter operational challenges that slow execution and reduce data quality. Common issues include:
- Limited Visibility: Too few fields per step—or reliance on multiple screens—creates fragmented data and wasted time.
- Inconsistent Execution: Users may skip critical steps, leave required fields blank, or miss follow-up tasks.
- Complex Conversions: Moving records between objects outside of lead conversion often requires manual work or costly custom code.
- Compliance and Audit Risks: Regulated industries lack the ability to enforce strict, step-by-step workflows.
FlexiPath directly solves these challenges, providing a powerful framework that empowers Salesforce administrators to design highly structured, guided processes that ensure accuracy, accountability, and compliance, without relying on developers.
Leadership Perspective
"We built FlexiPath because we saw a clear need for a more dynamic and flexible process management tool within Salesforce," said Moez Chaabouni, CEO of Summit. "Standard Salesforce Path offers excellent foundational guidance, and as businesses evolve, their need for process sophistication naturally increases."
"FlexiPath is engineered to meet these expanding requirements, empowering Salesforce administrators to design advanced, guided, and compliant workflows with unlimited fields, multi-column layouts, and intelligent automation," continued Chaabouni. "This isn't just an enhancement; it's a game-changer for how teams operate within Salesforce."
FlexiPath: Overcoming Operational Hurdles and Driving Value
FlexiPath is engineered to deliver a superior experience for Salesforce administrators, executives, and end users alike. Its key capabilities include:
- Unlimited Fields and Multi-Column Layouts: Display all critical information at a glance for enhanced clarity and speed.
- Customizable Salesforce Path Layouts: Tailor the path experience by team, department, or field conditions with unlimited paths per object, all configurable by admins with clicks, not code.
- Automated Tasks and Templates: Ensure consistent follow-ups with auto-created tasks or checklists by stage, eliminating missed steps.
- Advanced Conversion Automation: Map any object into another with field-level mapping and duplicate prevention.
- Robust Process Enforcement: Enforce linear or step-by-step progression to maintain data integrity.
- Universal Object Support: Configure FlexiPath for any standard or custom Salesforce object, offering unparalleled flexibility across your entire Salesforce CRM.
- Admin-Friendly Setup: Deploy complex paths, conversions, and task templates with intuitive, click-based configuration—no scripting required.
Driving Value Across Industries
FlexiPath delivers measurable value to SMBs and enterprises, particularly those that require operational consistency, compliance, and cross-department alignment. This includes:
- Healthcare: Ensure regulatory compliance with step-by-step patient appointment paths and automated tasks.
- Financial Services: Streamline onboarding with KYC/AML tasks and comprehensive compliance fields.
- Technology Sales: Standardize opportunity progression with automated demo, proposal, and follow-up tasks.
- Education: Standardize student support and improve SLA compliance with guided Case Paths and templated tasks.
Because FlexiPath is a 100% native managed package, it seamlessly adheres to Salesforce's Lightning Design System, metadata architecture, and security principles.
Availability
FlexiPath by Summit is available now on the Salesforce AppExchange.
To learn how FlexiPath can transform your Salesforce processes, visit https://summittech360.com/flexipath to view more information and see a demo of the solution.
About Summit
Summit is a Salesforce Summit-Tier Consulting Partner specializing in Automation & CRM, Data, Analytics, and AI solutions. With a commitment to responsible innovation and measurable outcomes, Summit empowers organizations to modernize operations, activate insights, and build intelligent, future-ready enterprises.
Media Contact
Halley Diehl, Summit, 1 614-859-6543, [email protected], https://summittech360.com/
SOURCE Summit
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