--- title: "Transaction Intelligence in Salesforce | Eposly" description: "Turn every transaction into actionable Salesforce customer intelligence. Eposly captures purchase history, pricing decisions, and product preferences directly on the customer record at the point of sale." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "How do I track customer purchase history in Salesforce?", "acceptedAnswer": { "@type": "Answer", "text": "With Eposly, every transaction executed inside Salesforce creates a structured purchase record directly on the customer account — including what was purchased, how it was configured, what pricing applied, and when and where it happened. Over time this builds a complete, accurate purchase history in Salesforce without any external sync or data pipeline." } }, { "@type": "Question", "name": "Why is my Salesforce reporting missing transaction data?", "acceptedAnswer": { "@type": "Answer", "text": "When transactions are processed in external POS or payment systems, only partial data is typically synced back to Salesforce — usually a payment amount and date, without configuration choices, pricing decisions, or interaction context. Eposly solves this by executing the transaction natively inside Salesforce, so every sale automatically creates a complete, structured record." } }, { "@type": "Question", "name": "Does Eposly data integrate with Salesforce reports and dashboards?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Because Eposly uses native Salesforce objects, all transaction data is immediately available in Salesforce reports, dashboards, and list views — with no ETL process, no data sync, and no external BI tool required. Transaction data updates in real time as sales are completed." } }, { "@type": "Question", "name": "Can Eposly transaction data trigger marketing automations?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Because transactions are created as native Salesforce records, they can trigger Salesforce Flows, Process Builder automations, and Marketing Cloud journeys immediately. For example, a completed transaction can automatically enroll the customer in a follow-up journey, assign a service case, or update a loyalty tier — with no manual data transfer." } }, { "@type": "Question", "name": "Does Eposly replace the need for a separate BI or analytics tool?", "acceptedAnswer": { "@type": "Answer", "text": "For transaction-level customer intelligence, Eposly eliminates the need for a separate analytics layer or external CDP. Because the data is captured natively inside Salesforce at the moment of sale, it is immediately available for native Salesforce reporting, segmentation, and automation — without additional tooling." } }, { "@type": "Question", "name": "What data is captured from each transaction?", "acceptedAnswer": { "@type": "Answer", "text": "Every Eposly transaction captures: what was sold (products, configurations, options, quantities), how it was priced (base price, discounts, overrides, negotiated pricing), who bought it (customer record, purchase history, account context), when and where (timestamp, location, channel, interaction context), and payment details (method, amount, status). This creates a complete operational record, not just a payment confirmation." } }, { "@type": "Question", "name": "Can we act on transaction data in real time?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Transaction data is available in Salesforce immediately when the transaction completes — not after a nightly sync or batch process. Teams can run reports, trigger automations, and see updated customer records the moment a sale is recorded." } }, { "@type": "Question", "name": "Can we analyze performance across locations or teams?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly captures location, staff, and channel context with every transaction. This enables native Salesforce reporting on revenue by location, product performance by store, and team or associate activity — using standard Salesforce dashboards, with no additional data infrastructure." } } ] }, { "@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": "Customer & Transaction Intelligence", "item": "https://eposly.io/product/capabilities/intelligence" } ] } ] --- [![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/) Product By Industry [Customers](/customers)[Partners](/partners) Resources Company [Contact us](/contact) [Product](/product)/ [Capabilities](/product/capabilities)/ Customer & Transaction Intelligence Capability # Customer and transaction intelligence in Salesforce Because every transaction executes inside Salesforce, each sale leaves behind structured, contextual data, not just a payment confirmation. Over time, this builds actionable customer intelligence that drives better service, upsell, and repeat business. [Book a demo](/contact)[Explore capabilities](/product/capabilities) The challenge ## When Salesforce knows a sale happened, but not how When transaction data comes from external POS systems and integrations, Salesforce often lacks the configuration choices, pricing decisions, and interaction context that explain each sale. The result: incomplete customer history, thin reporting, and teams relying on assumptions instead of real data. Salesforce records that a transaction happened, but not how it happened. - ### Incomplete customer records Salesforce may show that a payment was made, but not what was sold, how it was configured, or how pricing was determined. ### Incomplete customer records Salesforce may show that a payment was made, but not what was sold, how it was configured, or how pricing was determined. - ### Lost upsell opportunities Without full transaction data, teams cannot identify patterns, preferences, or future buying signals. ### Lost upsell opportunities Without full transaction data, teams cannot identify patterns, preferences, or future buying signals. - ### Gaps in Salesforce reporting Revenue totals exist, but detailed transaction-level data is missing, limiting operational and performance analysis. ### Gaps in Salesforce reporting Revenue totals exist, but detailed transaction-level data is missing, limiting operational and performance analysis. The Eposly Approach ## Every transaction builds customer intelligence Eposly captures transaction data directly inside Salesforce, including products, pricing logic, discounts, and customer context. Each transaction becomes a complete, structured record of the interaction, not just a financial event. Over time, this creates a reliable customer purchase history in Salesforce, built from real interactions, not reconstructed or synced data. Teams can understand how customers actually buy, personalize every interaction, and make decisions based on complete, accurate information. Unlike external CDPs that require syncing transaction data from multiple sources, Eposly captures purchase intelligence at the moment of sale — directly in Salesforce, with no data pipeline, no Segment integration, and no separate analytics tool required. Most systems report what was sold. Eposly shows how and why it was sold. AC Acme Corp 12 transactions · Last: 3 days ago Transaction volume Sep Oct Nov Dec Top products Premium License 8 orders Training Package 5 orders Avg. order value $4,850 Upsell: Priority support (not purchased in last 3 orders) ↑ 23% order value increase over 6 months ### What gets captured in Salesforce Every transaction in Eposly captures a complete view of the sale: What was sold Products, configurations, options, and quantities How it was priced Base price, discounts, overrides, and negotiated pricing Who bought it Customer record, purchase history, preferences, and account context When and where Timestamp, location, channel, and interaction context “ Orders automatically link to the customer account in Salesforce… we can easily view purchase history. We can compare onsite sales vs web sales directly in Salesforce.” — Milton Mednick ★★★★★ AppExchange Features ## Salesforce transaction intelligence and reporting Turn transaction data into actionable insight directly inside Salesforce, without external analytics tools or data pipelines. ### Transaction-driven customer intelligence Build complete customer purchase history in Salesforce with every transaction. ### Real-time Salesforce reporting Track revenue, performance, and transaction activity across locations, products, and channels. ### Transaction status visibility Monitor payments, order progress, and transaction outcomes in real time. ### Location and team performance insights Analyze store, branch, or team performance using native Salesforce dashboards. ### Operational decision support Use real transaction data to improve pricing, sales strategies, and service delivery. ### Complete transaction context Capture pricing decisions, configurations, and interaction details, not just outcomes, directly on the Salesforce record. In practice ## Where transaction data becomes customer intelligence Specialty RetailPublic SectorHealthcare ![Specialty retail interior where every sale enriches the Salesforce customer record with transaction intelligence](/assets/industry-retail-CGBPx3ul.webp) ### Every assisted sale builds customer memory A customer buys an engagement ring in a jewellery boutique. The configuration, stone choice, and pricing decisions are captured on the Salesforce customer record. A few months later, the same customer orders a matching pendant online through Commerce Cloud. When they return to the boutique to choose wedding bands, the associate sees both purchases on one record: how the ring was configured, what was bought online, and what the customer already owns. Marketing Cloud picks up from there with maintenance reminders and anniversary follow-ups based on real purchase history, not reconstructed data. Why Salesforce-native ## Why capturing transaction data inside Salesforce matters Because Eposly is the only 100% Salesforce-native POS, every transaction becomes immediately usable intelligence across the entire Salesforce platform — at the moment the sale completes, not after a nightly sync. Sell with real purchase history. Serve with complete transaction context. Market with actual behavioural signals, not imported approximations. Because it runs natively, this intelligence flows directly into Commerce Cloud, Marketing Cloud, Service Cloud, Health Cloud, Manufacturing Cloud, and Public Sector Solutions — without connectors or a separate data layer. - ### Complete Customer 360 with transaction data Every transaction updates the customer record with products, pricing, and interaction details. - ### Native Salesforce reporting and dashboards All transaction data is immediately available in Salesforce reports, no syncing or ETL required. - ### No external analytics dependency Customer and sales intelligence is built directly in Salesforce, not in separate systems. - ### Automation-ready transaction data Trigger workflows, follow-ups, and marketing actions based on real transaction events. Related capabilities ## Explore other 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)[ ### Assisted Sales & Checkout Explore ](/product/capabilities/assisted-sales)[ 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### Product Configuration & Pricing Explore ](/product/capabilities/configuration-pricing)[ ![](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.cls-2%20{%20fill:%20%233B82F6;%20}%20%3c/style%3e%3c/defs%3e%3ccircle%20class='cls-1'%20cx='12.52'%20cy='12.52'%20r='10.52'/%3e%3cpath%20class='cls-2'%20d='M15.23,17.31c-.51.34-1.35.68-2.43.68-1.32,0-2.49-.51-3.31-1.45-.62-.68-1.02-1.63-1.17-2.8h-1.01v-.8h.93v-.24c0-.26.02-.5.03-.73h-.96v-.81h1.07c.2-1.14.68-2.08,1.33-2.75.83-.86,1.89-1.35,3.22-1.35.96,0,1.71.28,2.17.52l-.33,1.07c-.41-.24-1.09-.46-1.82-.46-.88,0-1.59.31-2.15.89-.49.47-.81,1.21-.98,2.07h4.54v.81h-4.69c-.02.21-.03.46-.03.68v.29h4.72v.8h-4.61c.13.94.46,1.64.9,2.13.6.64,1.42.94,2.29.94s1.61-.33,1.99-.54l.28,1.03Z'/%3e%3cpath%20class='cls-1'%20d='M12.42,23.15c-1.03,0-2.01-.15-2.95-.43,1.37,4.22,5.33,7.28,10,7.28,5.81,0,10.52-4.71,10.52-10.52,0-4.78-3.2-8.81-7.57-10.09.33,1.02.51,2.11.51,3.24,0,5.81-4.71,10.52-10.52,10.52Z'/%3e%3c/svg%3e) ### Payments & Cashiering Explore ](/product/capabilities/payments) FAQ ## Frequently asked questions ### How do I track customer purchase history in Salesforce? By default, Salesforce does not capture full transaction-level data unless transactions are created inside the platform. Eposly records every transaction directly on the customer record, including products, pricing, and payment, enabling a complete customer purchase history in Salesforce. ### Why is my Salesforce reporting missing transaction data? In many setups, transaction data comes from external POS or payment systems and is only partially synced into Salesforce. This results in incomplete reporting and limited visibility. Eposly solves this by creating transactions directly inside Salesforce, ensuring all data is immediately available for reporting and analysis. ### Does Eposly data integrate with Salesforce reports and dashboards? Yes. All transaction data is stored natively in Salesforce objects and is immediately available in standard Salesforce reports, dashboards, and list views. ### Can Eposly transaction data trigger marketing automations? Yes. Because data lives in Salesforce, it can trigger Flows, Marketing Cloud journeys, and any Salesforce automation based on transaction events. ### What data is captured from each transaction? Each transaction captures: products configured, options selected, pricing applied, discounts used, payment method, payment status, and the complete order, all on the customer record. ### Does Eposly replace the need for a separate BI or analytics tool? For transaction-level intelligence, Eposly data is natively available in Salesforce reports and dashboards without any ETL or external tool. For advanced analytics beyond Salesforce reporting, the data can be exported or connected to BI tools through standard Salesforce integrations. ### What kind of visibility do we actually gain? You can see all transactions, including in-person, directly in Salesforce, linked to customers, locations, and staff. ### How is this different from traditional reporting setups? There is no need to combine data from multiple systems. All transaction data is already in Salesforce, making reporting immediate and consistent. ### Can we act on transaction data in real time? Yes. Transaction events can trigger automation, such as follow-ups, alerts, or operational workflows. ### Can we analyze performance across locations or teams? Yes. Transaction data can be segmented and analyzed across stores, service points, or teams using standard Salesforce reporting. ### How does this support customer understanding? Every transaction is tied to a customer record, giving a complete view of interactions, purchases, and behavior over time. ### Do we need additional tools to get value from this data? No. You can use Salesforce dashboards, reports, and automation directly on the data without exporting or syncing. ## 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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