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title: "Salesforce Point of Sale Software for High-Touch Sales | Eposly"
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[![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/)

Product

By Industry

[Customers](/customers)[Partners](/partners)

Resources

Company

[Contact us](/contact)

Product Overview

# Salesforce point of sale for in-person, in-store and high touch sales

Eposly runs the guided, configured sale on the customer record: order configuration, pricing, payment, and order creation in one Salesforce flow.

[Book a demo](/contact)[See how it works](#how-it-works)

100% Salesforce-native 

POS & payments in Salesforce 

Simple Salesforce setup 

Built on Salesforce, no middleware 

Trusted by public sector and high-touch retailers

![California DMV](/assets/logo-ca-dmv-ChOpnxF8.svg)California DMV 

![Omring](/assets/logo-omring-DOW3qg9-.svg)Omring 

![QLF Brands](/assets/logo-qlf-brands-BkOavipg.png)QLF Brands 

![David M Robinson](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='utf-8'?%3e%3c!--%20Generator:%20Adobe%20Illustrator%2021.1.0,%20SVG%20Export%20Plug-In%20.%20SVG%20Version:%206.00%20Build%200\)%20--%3e%3csvg%20version='1.1'%20id='Layer_1'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:xlink='http://www.w3.org/1999/xlink'%20x='0px'%20y='0px'%20viewBox='0%200%20122.2%2054'%20style='enable-background:new%200%200%20122.2%2054;'%20xml:space='preserve'%20fill='%23333333'%3e%3cg%3e%3cpath%20d='M85.7,2.6H75.6L61.9,31.7L45.6,2.6H36c2.7,1.7,4.3,3.9,6.4,7.9l17.1,29.8L75.6,7.1v31.2c0,3.6-0.7,5.8-3.8,7.9h13.9%20c-3.1-2.1-3.8-4.3-3.8-7.9V10.5C81.9,6.9,82.6,4.7,85.7,2.6'/%3e%3cpath%20d='M111.2,40.5c-6.1-9.2-7.8-12.9-15.7-13.9c5.6-0.4,11.2-5.4,11.2-12.3c0-6.9-4.3-11.7-13.7-11.7h-1.6c7.2,1.7,8,8.8,8,12.3%20C99.6,20,97,26,88.3,26v0.3c7.1,0.4,10.5,6.9,15.1,14.2c3.8,6,6.9,11,13.3,11c2.1,0,4-0.6,5.5-1.5%20C115.8,49.3,113.7,44.2,111.2,40.5'/%3e%3cpath%20d='M18.1,2.6H0c3.1,2.1,3.8,4.3,3.8,7.9v27.8c0,3.6-0.7,5.8-3.8,7.9h18.9c15.6,0,21-12.1,21-21.8C39.8,11.3,31.9,2.6,18.1,2.6%20M16.5,44.5c-5,0-6.4-2.5-6.4-6.2v-34l0,0h8.2c9.5,0,14.3,7.4,14.3,20.1C32.5,37.5,28.6,44.5,16.5,44.5'/%3e%3cpath%20d='M42.2,38.1C42.2,38.1,42.2,38.1,42.2,38.1c-0.2,0.9-1.5,5.8-6.1,8.1c0,0,0,0,0,0h12.4C43.3,43.7,42.2,38.1,42.2,38.1'/%3e%3c/g%3e%3c/svg%3e)David M Robinson 

![Pearl Morissette](/assets/logo-pearl-morissette-JkjiH5Ig.png)Pearl Morissette 

![California DMV](/assets/logo-ca-dmv-ChOpnxF8.svg)California DMV 

![Omring](/assets/logo-omring-DOW3qg9-.svg)Omring 

![QLF Brands](/assets/logo-qlf-brands-BkOavipg.png)QLF Brands 

![David M Robinson](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='utf-8'?%3e%3c!--%20Generator:%20Adobe%20Illustrator%2021.1.0,%20SVG%20Export%20Plug-In%20.%20SVG%20Version:%206.00%20Build%200\)%20--%3e%3csvg%20version='1.1'%20id='Layer_1'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:xlink='http://www.w3.org/1999/xlink'%20x='0px'%20y='0px'%20viewBox='0%200%20122.2%2054'%20style='enable-background:new%200%200%20122.2%2054;'%20xml:space='preserve'%20fill='%23333333'%3e%3cg%3e%3cpath%20d='M85.7,2.6H75.6L61.9,31.7L45.6,2.6H36c2.7,1.7,4.3,3.9,6.4,7.9l17.1,29.8L75.6,7.1v31.2c0,3.6-0.7,5.8-3.8,7.9h13.9%20c-3.1-2.1-3.8-4.3-3.8-7.9V10.5C81.9,6.9,82.6,4.7,85.7,2.6'/%3e%3cpath%20d='M111.2,40.5c-6.1-9.2-7.8-12.9-15.7-13.9c5.6-0.4,11.2-5.4,11.2-12.3c0-6.9-4.3-11.7-13.7-11.7h-1.6c7.2,1.7,8,8.8,8,12.3%20C99.6,20,97,26,88.3,26v0.3c7.1,0.4,10.5,6.9,15.1,14.2c3.8,6,6.9,11,13.3,11c2.1,0,4-0.6,5.5-1.5%20C115.8,49.3,113.7,44.2,111.2,40.5'/%3e%3cpath%20d='M18.1,2.6H0c3.1,2.1,3.8,4.3,3.8,7.9v27.8c0,3.6-0.7,5.8-3.8,7.9h18.9c15.6,0,21-12.1,21-21.8C39.8,11.3,31.9,2.6,18.1,2.6%20M16.5,44.5c-5,0-6.4-2.5-6.4-6.2v-34l0,0h8.2c9.5,0,14.3,7.4,14.3,20.1C32.5,37.5,28.6,44.5,16.5,44.5'/%3e%3cpath%20d='M42.2,38.1C42.2,38.1,42.2,38.1,42.2,38.1c-0.2,0.9-1.5,5.8-6.1,8.1c0,0,0,0,0,0h12.4C43.3,43.7,42.2,38.1,42.2,38.1'/%3e%3c/g%3e%3c/svg%3e)David M Robinson 

![Pearl Morissette](/assets/logo-pearl-morissette-JkjiH5Ig.png)Pearl Morissette 

The challenge

## Two imperfect  options for assisted sales

If your operations run on Salesforce, today's options force a compromise when it comes to checkout and payments processing. Revenue platforms manage the deal but can't complete the sale. POS tools complete it, but outside Salesforce, so the payment, the order, and the record end up in three different places.  The one moment that defines the customer relationship, where you sell, take payment, and serve, happens everywhere except the system of record.

![Positioning schema showing Revenue & CPQ platforms, Eposly, and POS & checkout tools](/assets/gap-schema-igUop-ro.svg)![Positioning schema showing Revenue & CPQ platforms, Eposly, and POS & checkout tools](/assets/gap-schema-mobile-CAx13rDO.svg)

Architecture

## Salesforce point of sale built natively  on the Salesforce platform

Eposly point of sale (POS) runs directly [on Salesforce](https://www.salesforce.com/platform/) using the same objects, automation, and data model. Transactions are executed inside Salesforce, not passed to an external system.

![Salesforce POS solution architecture showing Eposly processing POS and payments in Salesforce with ERP handling fulfillment and finance](/assets/eposly-architecture-diagram-v2-DhdR4dPU.webp)

Salesforce holds the customer and workflow. ERP handles fulfillment and finance. Eposly executes the transaction – from order, product and pricing configuration to payments processing – directly inside Salesforce.

![Salesforce POS solution architecture with Eposly as the native POS and payment layer inside Salesforce](/assets/eposly-transaction-pink-htTm1cXB.svg)

With Eposly, your point of sale system uses the same objects, automation, and data model your Salesforce orgs already have.

How it works

## One flow , from customer interaction to up-to-date Salesforce record

Every assisted transaction follows a single flow inside Salesforce. No external handoffs. No data reconstruction between Salesforce and point of sale system.

### 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 how to take payments in Salesforce

A quick look at how simple it is to complete orders and take payments directly inside Salesforce with a native point of sale.

[Explore capabilities →](/product/capabilities)

Capabilities

## Purpose-built for assisted selling 

Eposly is 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 point of sale (POS)

Execute orders, services, and payments directly inside Salesforce, with full transaction context captured in one flow.

[Learn more →](/product/capabilities/transaction-execution)

### Assisted sales & checkout

Guide staff through in-person, counter, field, and remote workflows that need hands-on assistance.

[Learn more →](/product/capabilities/assisted-sales)

### Product configuration & pricing

Configure products, bundles, and services with flexible pricing, discounts, and real-time calculation.

[Learn more →](/product/capabilities/configuration-pricing)

### Payments & cashiering

Accept and reconcile payments inside the transaction flow, with no external handoff.

[Learn more →](/product/capabilities/payments)

### Customer & transaction intelligence

Capture structured order, pricing, and preference data on every transaction for smarter follow-up.

[Learn more →](/product/capabilities/intelligence)

### POS Operations

Run modern store and counter workflows with barcode scanning, receipts, and built-in reporting.

[Learn more →](/product/features)

## See how to configure the order and price in Salesforce

How teams configure products and apply pricing during the Salesforce native checkout process.

[See how this fits your workflow →](/contact)

By industry

## Built for industries where the sales process is personal and guided , not anonymous

Eposly point of sale supports environments where the sales interactions are guided, contextual, and tied to a known customer. In-person, at-store or remote. 

### Specialty retail & in-store commerce

Configuration-heavy retail checkout.

[Explore →](/industry/retail)

### Premium services, hospitality & healthcare

High-touch service environments.

[Explore →](/industry/services)

### Public sector & government services

Permits, licensing, regulated payments.

[Explore →](/industry/public-sector)

### Manufacturing & industrial sales

Parts counters and operational checkout.

[Explore →](/industry/manufacturing)

“ 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)

FAQ

## Frequently asked questions

### What is Eposly and how does it work in Salesforce?

Eposly is a Salesforce-native transaction execution solution that enables teams to create orders, process payments, and complete assisted sales directly inside Salesforce.

Instead of sending transactions to an external POS system, Eposly executes the full transaction, including pricing, configuration, and payment, within Salesforce. This ensures that all transaction data is captured in real time on the customer record and is immediately available for reporting, automation, and operations.

### Why does executing the transaction inside Salesforce matter?

The transaction is the moment that defines the customer relationship.

When payment, receipt, approvals, and order data happen outside Salesforce, that moment gets fragmented, and teams are left reconstructing what actually happened.

Eposly keeps the entire transaction inside Salesforce, so the system reflects the full reality of the interaction, instantly and accurately.

### Why not just connect an external point of sale (POS) system to Salesforce?

An integration can move data between a POS and Salesforce, but it does not close the gap between where the sale actually happens and where the customer relationship lives.

When transactions happen outside Salesforce, important details such as pricing decisions, configurations, and context are often lost or simplified. Eposly removes this dependency by making Salesforce the place where transactions are executed, not just recorded.

### Why not build a custom point of sale directly in Salesforce?

You can build parts of it.

The challenge is turning Salesforce into a reliable real-world transaction environment, handling payment terminals, receipts, device interactions, and cashiering workflows in a way that actually works in practice.

That quickly becomes complex and time-consuming.

Eposly provides these capabilities natively, so your team does not have to build and maintain them from scratch.

### How does Eposly differ from CPQ and Revenue platforms?

Eposly and CPQ and revenue platforms like Revenue Cloud solve different problems.

CPQ and Revenue Cloud focus on revenue governance in B2B contexts: quote approvals, contract terms, subscription billing, renewals, and long revenue lifecycles. Eposly focuses on order and transaction execution: turning a customer interaction into a confirmed order, a completed payment, and a clean record on the account, in the moment it happens.

For teams that need assisted, in-person, or counter-style transactions, Eposly handles the execution side directly inside Salesforce, without pulling that operational flow through the revenue-governance machinery built for enterprise contracting.

### Is Eposly the same as Salesforce Retail Cloud POS?

No.

Salesforce Retail Cloud POS is built for standardized retail store lanes: high-volume checkout, store rollout, and predefined retail operations.

Eposly is built for a different type of environment: assisted, process-driven transactions that need to happen inside Salesforce.

That includes specialty and luxury retail, service desks, clinics, memberships, B2B counter sales, and bespoke sales processes, where the transaction needs to follow the customer record, not sit outside it.

### How is Eposly different from a payment app for Salesforce?

Payment apps help you collect money in Salesforce.

Eposly goes further. It enables you to execute the full transaction inside Salesforce.

That includes payment, order creation, receipts, approvals, cash handling, and capturing the full context of what happened, all in one flow, tied directly to the customer record.

### What hardware does Eposly support?

Eposly is designed for assisted transaction environments that may include payment terminals, receipt printing, barcode scanning, and cash drawer workflows, all as part of a single transaction flow inside Salesforce.

Rather than treating hardware as separate systems, Eposly connects these elements directly into the Salesforce process. Compatibility depends on your payment setup, region, and workflow requirements, so we validate the exact fit during discovery.

### Does Eposly support in-person and remote payments?

Yes.

Eposly supports in-person transactions through payment terminals, as well as remote scenarios such as payment links and virtual terminal-style workflows, all connected to the same Salesforce record.

This allows teams to handle different interaction channels without breaking the customer context.

### Is Eposly a fit for every retail or store environment?

No.

Eposly is strongest where:

-   the customer is identified and tied to a Salesforce record, rather than an anonymous walk-in
-   the transaction is assisted by a salesperson, agent, or representative, not a self-service checkout
-   Salesforce is the system of record where customer data, sales processes, and operational workflows already run

High-volume, anonymous retail checkout is typically better suited to traditional POS platforms.

Eposly is designed for environments where the transaction is part of the customer relationship, not just the payment.

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

See how this would work in your Salesforce setup.

[Book a demo](/contact)[Explore capabilities](/product/capabilities)

![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)

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