--- title: "Partners | Eposly — Salesforce-Native Transaction Layer for Implementers" description: "Partner with Eposly to deliver Salesforce-native transaction and payment workflows. We provide the transaction foundation; you design the full solution." lang: en json-ld: | { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Where does Eposly sit in the Salesforce architecture?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly runs natively inside Salesforce as the transaction execution layer.\n\nIt 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." } }, { "@type": "Question", "name": "Do we need to build or customize the transaction logic ourselves?", "acceptedAnswer": { "@type": "Answer", "text": "No.\n\nEposly handles the transaction layer — including checkout flows, payment handling, hardware integration, and edge cases.\n\nPartners configure the broader solution around it, but do not need to build or maintain the transaction logic itself." } }, { "@type": "Question", "name": "How does Eposly handle hardware like terminals and printers?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly supports the operational layer required for in-person transactions, including terminals, printers, and cash handling.\n\nThat setup is already part of the product, so partners don't need to source, integrate, or manage hardware workflows separately." } }, { "@type": "Question", "name": "What payment providers does Eposly support?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly integrates with leading payment providers and gateways as part of the transaction flow.\n\nThese are connected directly into Salesforce through Eposly, so payments are executed and recorded within the same system as the customer interaction." } }, { "@type": "Question", "name": "When should we bring Eposly into a project?", "acceptedAnswer": { "@type": "Answer", "text": "Bring Eposly in when transactions become part of the solution.\n\nTypical signals:\n• checkout or payments enter scope\n• the customer wants everything inside Salesforce\n• external POS or payment tools start to introduce complexity\n• building the transaction layer internally feels heavy or risky" } }, { "@type": "Question", "name": "How does Eposly impact project scope and delivery?", "acceptedAnswer": { "@type": "Answer", "text": "It reduces scope in the areas that are hardest to deliver.\n\nInstead 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." } }, { "@type": "Question", "name": "Can Eposly support both in-person and remote transactions?", "acceptedAnswer": { "@type": "Answer", "text": "Yes.\n\nEposly supports in-person, mobile, and remote transaction flows, all tied to the same customer record in Salesforce.\n\nThis allows partners to design consistent experiences across channels without introducing separate systems." } }, { "@type": "Question", "name": "How does Eposly support compliance and data handling?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly is designed to work within Salesforce environments and integrates with payment providers in a compliant way.\n\nSensitive payment data is handled securely through the payment provider, while Salesforce stores the transaction record and context." } }, { "@type": "Question", "name": "Is Eposly a replacement for POS or a complement to Salesforce?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly replaces the need for an external POS in Salesforce-led environments.\n\nInstead of running transactions in a separate system and syncing data back, Eposly executes transactions directly inside Salesforce." } }, { "@type": "Question", "name": "What does working with Eposly as a partner look like?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly provides the transaction foundation.\n\nPartners design and deliver the full solution — from process and workflows to implementation and rollout — with Eposly handling the transaction layer underneath." } } ] } --- [![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/) Product By Industry [Customers](/customers)[Partners](/partners) Resources Company [Contact us](/contact) 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 partner](/contact)[Book a partner call](/contact) 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](/assets/logo-accenture-YeY04vjh.png)](https://www.accenture.com/us-en/services/salesforce) [![Deloitte Salesforce alliance](/assets/logo-deloitte-Bd9mAjRG.png)](https://www2.deloitte.com/us/en/pages/alliances/topics/salesforce.html) [![Slalom](/assets/logo-slalom-9vL8tuQI.webp)](https://www.slalom.com) ![Ladd Partners](/assets/logo-ladd-partners-DUbpRZ-g.png) “ 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 ### Where does Eposly sit in the Salesforce architecture? 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. ### Do we need to build or customize the transaction logic ourselves? 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. ### How does Eposly handle hardware like terminals and printers? 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. ### What payment providers does Eposly support? 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. ### When should we bring Eposly into a project? 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 ### How does Eposly impact project scope and delivery? 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. ### Can Eposly support both in-person and remote transactions? 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. ### How does Eposly support compliance and data handling? 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. ### Is Eposly a replacement for POS or a complement to Salesforce? 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. ### What does working with Eposly as a partner look like? 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 partner](/contact)[Book a partner call](/contact) ![Eposly](/assets/eposly-logo-BB9N99PW.svg) ![Salesforce Native app](/assets/salesforce-logo-BiJiXbuA.svg)native #### Product - [Overview](/product) - [Capabilities](/product/capabilities) - [Transaction Execution](/product/capabilities/transaction-execution) - [Assisted Sales & Checkout](/product/capabilities/assisted-sales) - [Configuration & Pricing](/product/capabilities/configuration-pricing) - [Payments](/product/capabilities/payments) - [Flexible payment methods](/product/capabilities/flexible-payments) - [Intelligence](/product/capabilities/intelligence) - [Feature List](/product/features) #### Industries - [Industries](/industry) - [Retail](/industry/retail) - [Services](/industry/services) - [Public sector](/industry/public-sector) - [Manufacturing](/industry/manufacturing) #### Company - [About](/about) - [Customers](/customers) - [Ascendx approach](/ascendx-approach) - [Partners](/partners) - [Contact](/contact) #### Resources - [Blog](/blog) © 2026 Eposly. 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