--- title: "Assisted Sales & Clienteling in Salesforce | Eposly" description: "Assisted selling in Salesforce, natively. Staff guide transactions, apply pricing, and complete checkout on the customer record — without leaving Salesforce or switching systems." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is a POS for Salesforce?", "acceptedAnswer": { "@type": "Answer", "text": "A POS for Salesforce is a point-of-sale system that executes transactions natively inside Salesforce — not through an external checkout or separate POS platform. Eposly is the only 100% Salesforce-native POS: configuration, pricing, payment, and order creation happen inside Salesforce on the customer record, in real time." } }, { "@type": "Question", "name": "What is assisted selling?", "acceptedAnswer": { "@type": "Answer", "text": "Assisted selling is a sales process where a staff member guides the customer through product selection, configuration, and purchase — rather than a self-serve checkout. It's common in specialty retail, healthcare services, manufacturing counter sales, and government service desks. Eposly is purpose-built for assisted selling inside Salesforce: staff access customer context, configure the order, apply pricing, and complete payment in one flow." } }, { "@type": "Question", "name": "What is clienteling?", "acceptedAnswer": { "@type": "Answer", "text": "Clienteling is the practice of using detailed customer purchase history and preferences to deliver personalized service during sales interactions. Eposly enables clienteling in Salesforce by capturing complete transaction context — what was configured, how it was priced, what was purchased — directly on the customer record at the moment of sale." } }, { "@type": "Question", "name": "Is Eposly a POS for Salesforce?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly is the only 100% Salesforce-native POS and transaction execution platform. It enables teams to run assisted sales, configure products, apply pricing, and take payment directly inside Salesforce — without an external POS system, middleware, or reconciliation." } }, { "@type": "Question", "name": "Does Eposly support remote or field sales?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly works for in-person counter sales, mobile sales floor transactions, field service payments, and remote transactions via payment links. In every case, the transaction executes inside Salesforce and updates the customer record in real time." } }, { "@type": "Question", "name": "Is Eposly suitable for luxury or high-touch retail?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly is designed for high-touch, assisted selling environments where customer context matters at the moment of transaction. In luxury retail, it gives associates full customer purchase history, supports configurable products and discretionary pricing, and captures every transaction detail on the Salesforce customer record — enabling personalized follow-up and repeat business." } }, { "@type": "Question", "name": "How is this different from a traditional POS system?", "acceptedAnswer": { "@type": "Answer", "text": "Traditional POS systems operate outside Salesforce and create a data silo: the transaction happens in the POS, and only summary data is synced back to Salesforce. Eposly executes the transaction inside Salesforce — the order, pricing decisions, and payment are captured on the customer record as the sale happens, with no sync, no reconciliation, and no data loss." } }, { "@type": "Question", "name": "How does Eposly handle offline transactions?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly is designed for environments with reliable connectivity. For counter, in-store, and service desk deployments, this is typically not a constraint. If your environment has specific offline requirements, please discuss these with the Eposly team during your evaluation." } } ] }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://eposly.io" }, { "@type": "ListItem", "position": 2, "name": "Product", "item": "https://eposly.io/product" }, { "@type": "ListItem", "position": 3, "name": "Capabilities", "item": "https://eposly.io/product/capabilities" }, { "@type": "ListItem", "position": 4, "name": "Assisted Sales & Checkout", "item": "https://eposly.io/product/capabilities/assisted-sales" } ] } ] --- [![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/) Product By Industry [Customers](/customers)[Partners](/partners) Resources Company [Contact us](/contact) [Product](/product)/ [Capabilities](/product/capabilities)/ Assisted Sales Capability # In-person sales process for Salesforce Eposly is the assisted selling and clienteling layer for Salesforce. Pricing, options, and decisions are shaped during the interaction. Checkout, payment, and order creation happen on the customer record. Salesforce reflects how the sale actually happened. [Book a demo](/contact)[Explore capabilities](/product/capabilities) The challenge ## When the sales interaction is in Salesforce, but the transaction is not In many Salesforce setups, checkout and payments are handled outside the platform, using external POS systems, payment tools, or custom integrations. Salesforce manages the customer and the interaction, but the actual transaction happens elsewhere, so the record only shows that something happened, not how it happened. - ### No customer context Staff can't see purchase history, preferences, or account status during the transaction. ### No customer context Staff can't see purchase history, preferences, or account status during the transaction. - ### Rigid checkout flows External POS systems can't handle configurable products, negotiated pricing, or complex service packages tied to the Salesforce account. ### Rigid checkout flows External POS systems can't handle configurable products, negotiated pricing, or complex service packages tied to the Salesforce account. - ### Disconnected from CRM The sale happens outside Salesforce, so follow-up, service, and reporting start incomplete. ### Disconnected from CRM The sale happens outside Salesforce, so follow-up, service, and reporting start incomplete. - ### No relationship continuity High-touch and luxury environments require knowing the customer. Without CRM context at point of sale, every interaction starts cold — even with returning customers. ### No relationship continuity High-touch and luxury environments require knowing the customer. Without CRM context at point of sale, every interaction starts cold — even with returning customers. ### A Salesforce-native mobile POS for assisted sales Built for high-touch environments where staff move with the customer. Every sale, payment, and decision is captured on the Salesforce record in real time. The Eposly approach ## Customer context meets transaction execution Sarah Mitchell VIP Returning customer Custom ring — 18k white gold, emerald cut, 1.2ct Price $8,450.00 Loyalty -5% \-$422.50 Total $8,027.50 Complete sale Eposly keeps the interaction and the transaction in the same place. Staff can complete checkout, take payment, and create the order directly inside Salesforce, as part of the same conversation. Pricing, decisions, and outcomes are captured together on the Salesforce record, so the full context of the sale is preserved, not reconstructed afterwards. It is built on Eposly's [point-of-sale and transaction execution layer for Salesforce](/product/capabilities/transaction-execution). ### One interface, every touchpoint Assisted selling and clienteling for Salesforce can happen in person, at the counter, on the sales floor, in the field, over the phone, or fully remote. In every case, the requirement is the same: the checkout, payment, and order stay connected to the customer and the interaction in Salesforce. Eposly provides one responsive interface that adapts to the device while keeping the full power of Salesforce behind every interaction. Service counter Full POS at the desk Sales floor Mobile-ready for walk-around selling Remote & field Guided transactions from anywhere How it works ## End-to-end assisted selling, natively in Salesforce Every step of the assisted sale, from the moment the customer arrives to the moment the record is updated, happens natively in Salesforce. No tab-switching, no external POS, no reconstructed data. Customer arrives Staff accesses SF record Configure order Apply pricing Complete transaction Record updated Features ## Assisted selling features for Salesforce Eposly gives your team an assisted selling and clienteling toolkit for Salesforce. You get customer context, configurable products, flexible pricing, and full checkout, payment, and order creation all in one flow inside Salesforce. ### Guided assisted sales workflows Support in-person, counter, field, and remote assisted selling. ### Configurable product sales Sell products and services with selectable options that affect pricing. ### Bundles and add-ons Create and sell configurable bundles and service packages. ### Flexible pricing control Apply discounts, negotiated pricing, and customer-specific pricing during checkout. ### Customer context during checkout Access customer history and preferences while completing transactions. ### Complete the transaction in Salesforce Complete checkout, payment, and order creation in the same flow: without leaving Salesforce or switching systems. “ Sales flow directly into salesforce enhancing better reporting. Our after-sales also mean we can provide better after-sale service to customers.” — Yetunde Onikoyi ★★★★★ AppExchange In practice ## How teams sell with Eposly and Salesforce HealthcareLuxury retailIndustrial ![Dental clinic receptionist reviewing a treatment plan with a patient at the front desk](/assets/industry-healthcare-Zgc9cCiA.webp) ### How a healthcare clinic manages patient service packages A receptionist at a premium dental clinic helps a patient select a treatment plan combining multiple procedures. Each service has options — anaesthesia type, follow-up appointments, insurance coverage adjustments. The receptionist configures the package, applies the patient's insurance discount, and takes a deposit payment. The entire service record, pricing breakdown, and payment are captured on the patient's Salesforce record for billing, follow-up scheduling, and reporting. Why Salesforce-native ## Why assisted sales works better inside Salesforce When a staff member guides a customer through a sale — configuring options, applying pricing, completing payment — every decision made in that interaction needs to live on the customer record. Not synced later. Not reconstructed from a receipt. Captured at the moment it happens. Eposly is the only POS built for this: assisted transactions executed inside Salesforce, where the customer relationship already lives, so every interaction makes the next one better informed. - ### Customer 360 at point of sale Full customer history, preferences, and account data available during every transaction. - ### Salesforce-native workflows Selling processes built on Salesforce Flows and automation rules. - ### No external app switching Staff stay inside Salesforce for the entire transaction lifecycle. - ### Consistent data across channels In-store, field, and remote transactions all update the same [customer record](https://www.salesforce.com/products/platform/customer-360/). Related capabilities ## Explore other Eposly capabilities [ ![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cpath%20class='cls-1'%20d='M24.24,9.04c-.83,0-1.62.18-2.33.49-.82-1.76-2.61-2.99-4.69-2.99-1.4,0-2.67.56-3.6,1.46-1.06-1.25-2.63-2.04-4.4-2.04-3.18,0-5.76,2.58-5.76,5.76,0,.58.09,1.14.25,1.67-1.05,1.04-1.71,2.49-1.71,4.09,0,3.01,2.31,5.48,5.25,5.74,1,1.69,2.85,2.82,4.95,2.82,2.28,0,4.26-1.33,5.19-3.26.47.23,1,.35,1.56.35,1.73,0,3.18-1.22,3.53-2.85.55.18,1.15.27,1.76.27,3.18,0,5.76-2.58,5.76-5.76s-2.58-5.76-5.76-5.76Z'/%3e%3c/svg%3e) ### Salesforce-Native Transaction Execution Explore ](/product/capabilities/transaction-execution)[ ### Product Configuration & Pricing Explore ](/product/capabilities/configuration-pricing)[ ### Payments & Cashiering Explore ](/product/capabilities/payments)[ ![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpolygon%20class='cls-1'%20points='23.39%202.14%2010.72%202%2010.72%2023.77%2027.39%2023.77%2027.39%205.62%2023.39%202.14'/%3e%3cpath%20class='cls-1'%20d='M23.16,2.5v3.47h3.65c.35,0,.51-.43.25-.66l-3.46-3c-.17-.15-.43-.03-.43.2Z'/%3e%3c/g%3e%3cg%3e%3cg%3e%3cpath%20class='cls-1'%20d='M22.98,15.61c0-2.17-1.76-3.93-3.93-3.93s-3.93,1.76-3.93,3.93'/%3e%3ccircle%20class='cls-1'%20cx='19.06'%20cy='7.88'%20r='1.92'/%3e%3c/g%3e%3cline%20class='cls-1'%20x1='14.37'%20y1='17.34'%20x2='23.74'%20y2='17.34'/%3e%3cline%20class='cls-1'%20x1='14.37'%20y1='19.82'%20x2='23.74'%20y2='19.82'/%3e%3c/g%3e%3cpolyline%20class='cls-1'%20points='7.54%205%207.54%2026.77%2024.21%2026.77'/%3e%3cpolyline%20class='cls-1'%20points='4.61%208.23%204.61%2030%2021.28%2030'/%3e%3c/svg%3e) ### Customer & Transaction Intelligence Explore ](/product/capabilities/intelligence) FAQ ## Frequently asked questions ### What is a POS for Salesforce? A POS for Salesforce is a system that allows businesses to complete transactions, including checkout, payment, and order creation, directly inside Salesforce, without relying on external point-of-sale systems. It keeps the customer record, the interaction, and the transaction in one place. ### What is assisted selling? Assisted selling is a sales approach where a staff member helps the customer complete the transaction, rather than the customer completing it alone. It is common in clienteling, B2B counter sales, healthcare, showrooms, and high-touch retail, where pricing, options, and decisions are shaped during the interaction. ### What is clienteling? Clienteling is a sales approach where staff build a personal, ongoing relationship with each customer, using their history, preferences, and context to guide every interaction. In a Salesforce environment, clienteling means using the customer record to shape the conversation, the offer, and the checkout itself. ### Is Eposly a POS for Salesforce? Eposly provides point-of-sale capabilities inside Salesforce, but it is not a traditional retail POS. Traditional POS systems are designed for fast, predefined checkout, often in high-volume self-service environments. Eposly is designed for assisted selling and clienteling, where the checkout is shaped during the interaction with a staff member and executed directly inside Salesforce on the customer record. ### Can Eposly work on tablets and mobile devices? Eposly runs on the Salesforce platform, which supports mobile and tablet access. The POS interface is designed to be responsive for counter, floor, and field use. ### Does Eposly support remote or field sales? Yes. Eposly supports any scenario where an assisted transaction needs to execute inside Salesforce, including remote and field interactions where staff guide the customer. ### How does Eposly handle offline transactions? Eposly operates within Salesforce's connectivity model. For environments with intermittent connectivity, Salesforce's mobile offline capabilities can be leveraged. Eposly's architecture ensures that transaction data is captured and synced when connectivity is restored. ### Is Eposly suitable for luxury or high-touch retail? Absolutely. Eposly is designed for assisted sales where customer relationships matter. Staff can access full purchase history, preferences, and account details during the interaction, enabling personalized service that builds trust and drives repeat business. ### How is this different from a traditional POS system? Traditional POS systems execute predefined checkout logic outside Salesforce and require syncing data back. Eposly executes the entire transaction inside Salesforce, so customer context, order details, and payment are captured in one flow with no data gaps or delays. ### What actually changes for staff using this vs today? Instead of switching between CRM and POS, staff stay in one screen. They can access the customer, configure the transaction, and complete checkout in a single guided flow — reducing steps and errors during the interaction. ### Can we enforce a consistent checkout process across locations? Yes. You can define how assisted transactions should be executed and ensure staff follow the same steps, while still allowing flexibility for different scenarios. ### How does this handle different transaction types (quotes, orders, services)? Eposly supports multiple transaction flows within the same interface. Staff can create quotes, convert to orders, or complete direct sales without switching tools. ### Does this slow down checkout compared to a POS? No. In most cases, it reduces time by eliminating system switching and manual steps. Everything needed for the transaction is already available in Salesforce. ### What happens if staff need to adjust something mid-transaction? They can modify products, pricing, or customer details in real time without restarting the process or switching systems. ## Ready to run the whole sales process inside Salesforce? See how this would work in your Salesforce setup. [Book a demo](/contact)[View full feature list](/product/features) ![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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