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.
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.
Customer interaction
Engage the customer at any touchpoint — in-store, field, or digital.
Product configuration
Configure products, services, and pricing directly from Salesforce data.
Transaction execution
Execute the transaction natively inside Salesforce with Eposly.
EposlyPayment & receipt
Process payment and generate receipts — all within the same flow.
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.
Shape the solution to the customer
Adapt to industry and operational requirements
Build the right workflows
Deliver a clean rollout
Support long-term success
Our 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
FAQ
Common partner questions
Ready to partner with Eposly?
Let's discuss how Eposly fits into your Salesforce practice.