Partners

    Eposly handles transactions. You deliver the solution.

    Partners already know how to design and deliver Salesforce solutions.

    Eposly executes that directly inside Salesforce, so you can focus on the solution your customer actually needs.

    Become a partnerBook a partner call

    The challenge

    Transactions sit outside Salesforce. That creates gaps.

    When a project requires checkout, payments, or assisted sales, the transaction layer is usually handled by an external POS or payment system.

    That introduces a different kind of complexity — hardware, payment flows, and operational edge cases that don't naturally fit into Salesforce delivery.

    The result is split data, disconnected customer records, reconciliation workarounds, and more moving parts for the partner to manage.

    Disconnected data

    Transactions happen outside Salesforce. The customer record becomes incomplete.

    Reconciliation overhead

    Orders, payments, and inventory must be stitched together across systems.

    Operational edge cases

    Terminals, receipts, cash handling, refunds, partial payments. This isn't typical Salesforce work — but it becomes your responsibility in the project.

    Expanded project scope

    Transaction logic, hardware, and payment flows introduce a separate layer to design, build, and maintain. Scope grows beyond the original Salesforce project.

    How it works

    Eposly provides the transaction layer. Partners build the solution around it.

    Eposly handles

    • Checkout and transaction flows
    • Payment handling
    • Hardware integration (terminals, printers, cash drawers)
    • Core transaction logic and edge cases as a native component

    Partners focus on

    • Solution design
    • Process definition
    • Workflow configuration
    • Customer-specific customization
    • Implementation and rollout
    • Ongoing improvement

    Complete your Salesforce solution

    Deliver the native transaction and sales flow your customers need, faster, with Eposly.

    01

    Customer interaction

    Engage the customer at any touchpoint — in-store, field, or digital.

    02

    Product configuration

    Configure products, services, and pricing directly from Salesforce data.

    03

    Transaction execution

    Execute the transaction natively inside Salesforce with Eposly.

    Eposly
    04

    Payment & receipt

    Process payment and generate receipts — all within the same flow.

    05

    Record updated

    The customer record in Salesforce is updated automatically in real time.

    System of record

    Transactions inside Salesforce preserve the system of record

    When transactions happen outside Salesforce, the system of record breaks. The customer record becomes incomplete, data is duplicated, and processes become harder to manage.

    Eposly executes transactions inside Salesforce, so orders, payments, and customer data stay connected at the moment they happen.

    This preserves the integrity of the system of record and gives a complete view of every customer interaction.

    Single source of truth

    Every transaction updates the Salesforce customer record directly

    No integration layer

    No middleware, no reconciliation, no separate system to maintain

    Complete visibility

    Orders, payments, and customer data stay connected in real time

    Good fit

    When to recommend Eposly

    Recommend Eposly when your client's project includes any of these requirements:

    The customer wants transactions to happen inside Salesforce

    Checkout or payments are becoming part of the project scope

    Standard POS solutions are too limited for the use case

    Larger platforms are too heavy for what's needed

    The solution requires flexibility around assisted or in-person transactions

    Partner value

    Spend time where it matters

    Partners do not need to build or integrate the transaction layer.

    That layer is complex, operational, and outside typical Salesforce delivery, involving hardware, payment flows, and edge cases that teams don't usually want to own.

    Eposly removes that burden, reducing project complexity and eliminating the need to work across multiple external systems.

    01

    Shape the solution to the customer

    02

    Adapt to industry and operational requirements

    03

    Build the right workflows

    04

    Deliver a clean rollout

    05

    Support long-term success

    Our partners

    Accenture Salesforce services
    Deloitte Salesforce alliance
    Slalom
    Ladd Partners

    “Eposly has transformed Salesforce into a powerful, fully integrated POS solution for our clients. It's easy to deploy, flexible across sectors, and delivers immediate value, eliminating third-party systems and creating a true single source of truth.”

    — James Ladd, CEO of Ladd Partners

    ★★★★★Partner

    FAQ

    Common partner questions

    Eposly runs natively inside Salesforce as the transaction execution layer. It becomes part of the solution architecture, not a separate system. Orders, payments, and transaction data are created directly on Salesforce records, while external systems like payment providers connect as extensions — not systems of record.

    No. Eposly handles the transaction layer — including checkout flows, payment handling, hardware integration, and edge cases. Partners configure the broader solution around it, but do not need to build or maintain the transaction logic itself.

    Eposly supports the operational layer required for in-person transactions, including terminals, printers, and cash handling. That setup is already part of the product, so partners don't need to source, integrate, or manage hardware workflows separately.

    Eposly integrates with leading payment providers and gateways as part of the transaction flow. These are connected directly into Salesforce through Eposly, so payments are executed and recorded within the same system as the customer interaction.

    Bring Eposly in when transactions become part of the solution. Typical signals: • checkout or payments enter scope • the customer wants everything inside Salesforce • external POS or payment tools start to introduce complexity • building the transaction layer internally feels heavy or risky

    It reduces scope in the areas that are hardest to deliver. Instead of designing and integrating a separate transaction layer, partners can rely on Eposly for that part and focus on the core solution — processes, workflows, and customer experience.

    Yes. Eposly supports in-person, mobile, and remote transaction flows, all tied to the same customer record in Salesforce. This allows partners to design consistent experiences across channels without introducing separate systems.

    Eposly is designed to work within Salesforce environments and integrates with payment providers in a compliant way. Sensitive payment data is handled securely through the payment provider, while Salesforce stores the transaction record and context.

    Eposly replaces the need for an external POS in Salesforce-led environments. Instead of running transactions in a separate system and syncing data back, Eposly executes transactions directly inside Salesforce.

    Eposly provides the transaction foundation. Partners design and deliver the full solution — from process and workflows to implementation and rollout — with Eposly handling the transaction layer underneath.

    Ready to partner with Eposly?

    Let's discuss how Eposly fits into your Salesforce practice.

    Become a partnerBook a partner call