Product Overview
The transaction execution layer for Salesforce
Eposly executes assisted transactions directly inside Salesforce. Configuration, pricing, payment, and orders are captured on the customer record in a single flow.
The challenge
Two imperfect options for assisted sales
If your sales and commercial operations run on Salesforce, today's options force a compromise: revenue platforms that manage the deal but can't execute the transaction, or POS tools that execute it outside the customer record.
Architecture
Built natively on the Salesforce platform
Eposly runs directly on Salesforce using the same objects, automation, and data model. Transactions are executed inside Salesforce, not passed to an external system.
Salesforce holds the customer and workflow. ERP handles fulfillment and finance. Eposly executes the transaction in between, directly inside Salesforce.
Transactions execute directly inside Salesforce, using the same objects, automation, and data model your team already uses.
How it works
One flow, from customer interaction to Salesforce record
Every assisted transaction follows a single flow inside Salesforce. No external handoffs. No data reconstruction.
Customer interaction
Staff engages the customer with full Salesforce context
Product configuration
Configure products, services, options, and pricing in real time
Quote / order creation
Create the quote or order directly on the customer record
Payment processing
Accept payment within the same Salesforce flow
Salesforce record updated
Transaction, order, and customer data are saved instantly
Watch a transaction happen in Salesforce
A quick look at how transactions are completed directly inside Salesforce.
Capabilities
Purpose-built for assisted selling
Designed for transactions where staff guide the customer, pricing and configuration decisions happen in the moment, and the result needs to live on the Salesforce record.
Salesforce-native transaction execution
Execute orders, services, and payments directly inside Salesforce, with full transaction context captured in one flow.
Learn more →Assisted sales & checkout
Guide staff through in-person, counter, field, and remote workflows that need hands-on assistance.
Learn more →Product configuration & pricing
Configure products, bundles, and services with flexible pricing, discounts, and real-time calculation.
Learn more →Payments & cashiering
Accept and reconcile payments inside the transaction flow — no external handoff.
Learn more →Customer & transaction intelligence
Capture structured order, pricing, and preference data on every transaction for smarter follow-up.
Learn more →POS Operations
Run modern store and counter workflows with barcode scanning, receipts, and built-in reporting.
Learn more →See configuration and pricing in action
How teams configure products and apply pricing during the transaction.
By industry
Built for industries where transactions are guided, not anonymous
Eposly supports environments where transactions are guided, contextual, and tied to a known customer.
Used in real-world environments
How teams use Eposly in-store, at counters, and in service environments.
Trusted by public sector and high-touch retailers
California DMV
MultiChoice
Omring
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David M Robinson
Pearl MorissetteCalifornia DMVMultiChoiceOmringQLF BrandsDavid M RobinsonPearl Morissette“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
FAQ
Frequently asked questions
Ready to execute transactions inside Salesforce?
See how this would work in your Salesforce setup.