Eposly Blog

    Learn more about Salesforce-native transaction execution, payments processing,  assisted sales and retail operations.

    A card going to the payment provider, which returns a token saved on the Salesforce customer record
    Payments Processing

    What card-on-file is, and how it works on a Salesforce record

    Card on file means saving a customer's payment card so you can charge it again later without asking for the card details each time.

    Oct 1, 20266 min read
    A Salesforce customer record with a saved card and a schedule of payments recorded back on the record, one paused for follow-up
    Payments Processing

    Recurring payments in Salesforce

    Recurring payments in Salesforce let your team collect agreed payments from the same customer on a schedule, using a saved card, with each result recorded in Salesforce.

    Oct 1, 20267 min read
    Salesforce payment processing: connected platform, custom build or Salesforce-native app
    Payments

    Salesforce payment processing: connected platform, custom build or native app

    A payment provider moves the money whichever route you take. What differs is where your staff work, and where the payment record is created.

    Oct 1, 20267 min read
    The Eposly team under the Dreamforce arch outside Moscone Center in San Francisco
    Events

    Dreamforce 2026: new ideas, familiar faces and what's next for Eposly

    The Eposly team spent Dreamforce 2026 in San Francisco from 15 to 17 September, showing Eposly Point of Sale on iPad and Eposly Payments, and taking home ideas from sessions on the public sector and agentic commerce.

    Sep 30, 20263 min read
    The architecture of native Salesforce transactions: native versus connected
    POS Integration
    Payments Processing
    Salesforce-Native POS

    Native Salesforce POS and Payments: The Architecture of Native Transactions

    Almost every payment tool "integrates with Salesforce." The one that matters runs the transaction natively. Here is how a native Salesforce POS differs from a connector, and what it changes for reconciliation, PCI scope, automation, and intelligence.

    Jul 17, 202611 min read
    Eposly cash management in Salesforce without a separate POS
    Payment Flexibility
    Checkout & Billing
    Payments Processing

    The complete guide to managing cash operations in Salesforce

    How to run the cash register inside Salesforce: open and balance drawers, assign tills, take mixed tender, close a shift, and reconcile every location, with no second system.

    Jul 15, 20269 min read
    Detailed interior of a luxury car in a showroom
    Loyalty Management

    Building Real Time Loyalty from Your POS Data

    This article explains how to use point-of-sale data within Salesforce to create automated, real-time customer loyalty journeys.

    Mar 27, 20266 min read
    Student paying with campus card at university café.
    Payment Flexibility

    Fixing Fragmented Campus Payments with an Education POS System

    Discover how a unified point-of-sale platform can solve operational headaches and modernise your university's commercial services.

    Mar 25, 20266 min read
    Organised counter at an automotive parts store.
    Retail Efficiency

    Securing Multi Store Retail with Role Based POS Permissions

    This piece details how to configure POS access controls across multiple retail locations to improve security and efficiency.

    Mar 23, 20266 min read
    Modern telecommunications retail store interior.
    Payments Processing

    Fixing Costly Refund Disputes in Telecoms with a Salesforce Native POS

    This article explains how to fix broken refund processes in telecoms using an integrated point-of-sale system.

    Mar 20, 20266 min read