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FlexiPath
by SummitSalesforcePaid
Configure metadata-driven Salesforce paths with fields, layouts, task templates, and guided stage-based workflows without code.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
FlexiPath adds configurable, metadata-driven paths to Salesforce Platform. Admins can show and update fields at each stage, arrange them in multiple columns, and create tasks or checklists from stage-based templates. A setup wizard configures paths, mappings, and automation without Apex or scripting. The add-in can be used across Sales, Service, and Industry Clouds.
Key capabilities
from the Salesforce AppExchange listingUnlimited path fields
Displays and updates any number of fields for each process stage.
Multi-column layouts
Arranges stage data in multiple columns.
Task templates
Creates predefined tasks or checklists for each stage.
Experience controls
Configures caching, default expansion, collapsible sections, and detail-view preferences.
Guided setup wizard
Lets admins configure paths, mappings, and automation with clicks instead of Apex or scripting.
Cross-cloud use
Supports use across Sales, Service, and Industry Clouds.
Who it's for
Salesforce admins and teams managing business workflows across Sales, Service, and Industry Clouds.
How it compares
FlexiPath combines stage-based paths, field layouts, and task or checklist templates, while Taskr focuses on creating tasks through customizable templates. Flexi Checklist provides reusable checklist templates assignable to Salesforce objects, whereas FlexiPath also configures stage-based paths and displays fields at each stage.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Taskr | Free | Cloud |
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«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 …»