SALESFORCE POS

    Salesforce POS: run transactions inside Salesforce

    For high-touch and guided sales

    Configure the sale, apply pricing, and take payment in one flow – on the customer record, in Salesforce.  You can see what was sold, how it was priced, and why. Every sale makes your customer data more useful.

    Salesforce record updated
    Inventory synced
    Eposly order summary shown on a Salesforce customer record

    Trusted by public sector and high-touch retailers

    California DMVCalifornia DMV
    OmringOmring
    QLF BrandsQLF Brands
    David M RobinsonDavid M Robinson
    Pearl MorissettePearl Morissette
    California DMVCalifornia DMV
    OmringOmring
    QLF BrandsQLF Brands
    David M RobinsonDavid M Robinson
    Pearl MorissettePearl Morissette

    The Problem

    When the POS and the transactions happen outside Salesforce

    Salesforce runs your business. But the transaction – configuring the sale, applying pricing, and taking payment – happens outside it. Disconnected external POS systems, payment apps, and checkout tools leave you with fragmented data, manual reconciliation, and limited customer understanding.

    Disconnected transaction systems

    Transactions are processed in systems separate from Salesforce, creating data silos and partial records.

    Fragmented customer data

    Customer data and payment data live in different places. Reconciliation and data sync is manual and error-prone.

    Multiple systems to maintain

    External point-of-sale systems are stiff to adapt and require licensing, integrating, and maintaining.

    Payments hardware outside Salesforce

    Terminals and related transaction systems run disconnected from Salesforce and the customer record, adding operational complexity to every in-person sale.

    The Forced Compromise

    Two imperfect options.

    To run transactions, from order configuration to payment processing, you either leave Salesforce or overbuild inside it.

    Positioning schema showing Revenue platforms, Eposly, and POS toolsPositioning schema showing Revenue platforms, Eposly, and POS tools

    Revenue platforms

    Revenue and Commerce Platforms, CPQ

    Designed for long lifecycles — contracts, subscriptions, renewals. Too heavy for point-of-sale and assisted transaction scenarios. Unnecessary cost and implementation overhead.

    Overbuilding

    Eposly POS

    Transaction execution layer

    Eposly point-of-sale (POS) is purpose-built for assisted sales with configuration and pricing variation that are too complex for a basic payments processing app but do not require full revenue lifecycle platform. Executes directly inside Salesforce, where customer context lives. Faster deployment, lower total cost, no unnecessary complexity.

    The right fit

    POS & checkout tools

    High-volume, disconnected retail POS

    Traditional POS systems are built for anonymous, high-volume checkout outside Salesforce. The transaction breaks continuity with the customer record — leaving partial data and manual reconciliation behind.

    Stepping outside Salesforce

    Why Eposly

    A Salesforce POS that runs where your customer data lives

    Eposly is a Salesforce point of sale (POS) built natively on the platform: configure, price, and process payments on the customer record, in one flow. Eposly executes transactions directly inside Salesforce, where your customer data, workflows, and business logic already live. No middleware or complex integrations. No data reconciliation. No rigid POS set-ups.

    Point of sale, payments, inventory, and loyalty in Salesforce

    Eposly Salesforce POS: payments, orders, inventory, and loyalty inside Salesforce, with PCI-compliant payments processing through providers like Stripe, Adyen, PayPal, and Visa.

    Every sale runs inside Salesforce. Eposly handles payments with PCI-compliant processing through Stripe, Adyen, PayPal, and every major card and wallet.

    Core Capabilities

    BUSINESS IMPACT OF SALESFORCE POS

    Turn every sale into usable business insight

    With Eposly transactions and payments don't just get completed – they become usable data. Every sale captures context your teams can act on immediately, across sales, operations, service, and marketing.

    Complete transaction visibility

    See exactly what happened — pricing, configurations, and outcomes — without reconstruction.

    Learn more →

    Actionable customer understanding

    Turn every transaction into insight your teams can use for follow-ups, personalization, and retention.

    Learn more →

    Lower operational overhead

    Remove system sprawl and manual data reconciliation. Quick and simple to configure in Salesforce.

    Learn more →

    SALESFORCE POS BY INDUSTRY

    Eposly is built for sales that need a conversation, not just an anonymous checkout

    If your team completes the sale in person, at a counter, in the field, at a show room, or over the phone, Eposly runs the whole transaction inside Salesforce. Scan products, look up inventory and customers, configure the order, apply discounts and tax, take card, contactless, wallet, or split payments, create receipts and issue refunds. 

    Specialty retail store interior where associates run assisted, in-person sales natively in Salesforce

    Specialty retail

    Assisted selling with configurable pricing and in-store transactions.

    Learn more →
    Clinician meeting a patient in a premium healthcare setting where Eposly runs payments on the Salesforce record

    Premium services & healthcare

    High-touch service transactions executed during customer interaction.

    Learn more →
    Public sector service counter where staff take payments and manage the cash register natively in Salesforce

    Public sector

    Permits, licensing, and cashiering — all handled inside Salesforce.

    Learn more →
    Manufacturing and industrial sales counter executing transactions natively in Salesforce

    Manufacturing & industrial

    Counter and branch sales with contract pricing and inventory context.

    Learn more →

    See Salesforce POS in action

    A quick look at how simple it is to complete orders and take payments directly inside Salesforce.

    Explore capabilities →

    The Platform

    Unite transaction data and the customer record in CRM

    Eposly transaction execution layer connecting Sales, Inventory, Pricing, Loyalty, and Payments to SalesforceEposly transaction execution layer connecting Sales, Inventory, Pricing, Loyalty, and Payments to Salesforce

    “Eposly is transforming our business. Enabling retail stores to connect better with customers and allow us to meet critical distributor KPI's.”

    — Jo Cameron, Digital Transformation Lead, David M Robinson

    “Eposly has really changed our day-to-day processing environment — overall, our employees are much more satisfied with their jobs and productivity.”

    — Julie S., Vice President, Motive Energy

    AppExchange
    5.0

    Ready to run the whole sales process inside Salesforce?

    See how this would work in your Salesforce setup.

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