---
title: "Salesforce POS & Payment Processing | Eposly"
url: https://eposly.io/
description: "Eposly is the only 100% Salesforce-native POS. Configure, price, take payment, and create the order on the customer record, in one Salesforce flow. No middleware."
lang: en
---

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.

Book a demo: https://eposly.io/contact
AppExchange →: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qD0GEAU&tab=r

Salesforce record updated

Inventory synced

Image: Eposly order summary shown on a Salesforce customer record (https://eposly.io/assets/hero-screenshot-BZpHUKEc.webp)

Trusted by public sector and high-touch retailers

Image: California DMV (https://eposly.io/assets/logo-ca-dmv-ChOpnxF8.svg)
California DMV

Image: Omring (https://eposly.io/assets/logo-omring-DOW3qg9-.svg)
Omring

Image: QLF Brands (https://eposly.io/assets/logo-qlf-brands-BkOavipg.png)
QLF Brands

Image: David M Robinson
David M Robinson

Image: Pearl Morissette (https://eposly.io/assets/logo-pearl-morissette-JkjiH5Ig.png)
Pearl 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 point of sale (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.

Image: Positioning schema showing Revenue platforms, Eposly, and POS tools (https://eposly.io/assets/gap-schema-igUop-ro.svg)
Image: Positioning schema showing Revenue platforms, Eposly, and POS tools (https://eposly.io/assets/gap-schema-mobile-CAx13rDO.svg)

### 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 orders and 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

Image: Eposly Salesforce POS: payments, orders, inventory, and loyalty inside Salesforce, with PCI-compliant payments processing through providers like Stripe, Adyen, PayPal, and Visa. (https://eposly.io/__l5e/assets-v1/de2a2bf7-3a3a-4c11-819d-2ff8a893cced/eposly-pos-salesforce-payments.webp)

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

Core Capabilities

01

### Salesforce-native transaction execution
https://eposly.io/product/capabilities/transaction-execution

02

### Assisted sales, clienteling & checkout
https://eposly.io/product/capabilities/assisted-sales

03

### Product configuration & pricing
https://eposly.io/product/capabilities/configuration-pricing

04

### Payments & cashiering in Salesforce
https://eposly.io/product/capabilities/payments

05

### Customer & transaction intelligence
https://eposly.io/product/capabilities/intelligence

01

02

03

04

05

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 → (https://eposly.io/product/capabilities/intelligence)

### Actionable customer understanding

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

Learn more → (https://eposly.io/product/capabilities/assisted-sales)

### Lower operational overhead

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

Learn more → (https://eposly.io/product/capabilities/transaction-execution)

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.

Image: Specialty retail store interior where associates run assisted, in-person sales natively in Salesforce (https://eposly.io/assets/industry-retail-CGBPx3ul.webp)

### Specialty retail

Assisted selling with configurable pricing and in-store transactions.

Learn more → (https://eposly.io/industries/specialty-retail)

Image: Clinician meeting a patient in a premium healthcare setting where Eposly runs payments on the Salesforce record (https://eposly.io/assets/industry-services-DxvRldjW.webp)

### Premium services & healthcare

High-touch service transactions executed during customer interaction.

Learn more → (https://eposly.io/industries/healthcare-and-services)

Image: Public sector service counter where staff take payments and manage the cash register natively in Salesforce (https://eposly.io/assets/industry-public-sector-UhTHpk0Z.webp)

### Public sector

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

Learn more → (https://eposly.io/industries/public-sector)

Image: Manufacturing and industrial sales counter executing transactions natively in Salesforce (https://eposly.io/assets/industry-manufacturing-bCVCffQ6.webp)

### Manufacturing & industrial

Counter and branch sales with contract pricing and inventory context.

Learn more → (https://eposly.io/industries/manufacturing)

## See Salesforce POS in action

A quick look at how simple it is to complete orders and take payments directly inside Salesforce. Watch the video below, or skip ahead and try the interactive demo yourself.

Try the interactive demo: https://eposly.io/demos/interactive-eposly-demo

Explore capabilities →: https://eposly.io/product/capabilities

The Platform

## Unite transaction data and the customer record in CRM

Image: Eposly transaction execution layer connecting Sales, Inventory, Pricing, Loyalty, and Payments to Salesforce (https://eposly.io/assets/eposly-transaction-execution-layer-DnFm2FTa.svg)
Image: Eposly transaction execution layer connecting Sales, Inventory, Pricing, Loyalty, and Payments to Salesforce (https://eposly.io/assets/eposly-transaction-execution-layer-mobile-DINQTrWw.svg)

“ 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

See what Eposly customers say on AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qD0GEAU&tab=r

## Ready to run the whole sales process inside Salesforce?

See how this would work in your Salesforce setup.

Book a demo: https://eposly.io/contact
Explore features: https://eposly.io/product/features

## Structured data

```json
[
  {
    "@context": "https://schema.org",
    "@type": "SoftwareApplication",
    "name": "Eposly",
    "alternateName": "Eposly Salesforce POS",
    "applicationCategory": "BusinessApplication",
    "applicationSubCategory": "Point of Sale Software",
    "operatingSystem": "Salesforce Platform",
    "description": "Eposly is the only 100% Salesforce-native POS and transaction execution platform. It executes assisted transactions, including product configuration, pricing, payment, and order creation, directly inside Salesforce, with no external checkout system and no reconciliation.",
    "url": "https://eposly.io",
    "offers": {
      "@type": "Offer",
      "url": "https://eposly.io/contact"
    },
    "aggregateRating": {
      "@type": "AggregateRating",
      "ratingValue": "5.0",
      "reviewCount": "26",
      "bestRating": "5",
      "worstRating": "1"
    }
  },
  {
    "@context": "https://schema.org",
    "@type": "Organization",
    "name": "Eposly",
    "url": "https://eposly.io",
    "logo": "https://eposly.io/assets/eposly-logo-BB9N99PW.svg",
    "description": "Eposly is the only 100% Salesforce-native POS and transaction execution platform, enabling assisted transactions, configuration, pricing, payment, and order creation directly inside Salesforce.",
    "knowsAbout": [
      "Salesforce POS",
      "Salesforce-native point of sale",
      "Transaction execution",
      "Assisted selling in Salesforce",
      "Payment processing in Salesforce",
      "Public sector cashiering"
    ]
  }
]
```