Capability

    Salesforce POS for assisted transactions, executed natively

    Eposly is the Salesforce POS and point-of-sale platform built natively on Salesforce. Pricing, payment, and order completion happen inside Salesforce, on the customer record, in real time. No external POS systems, no middleware.

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    The challenge

    The cost of executing transactions outside Salesforce

    Most Salesforce orgs run their POS outside Salesforce. Traditional architectures push transactions through middleware into external POS systems, then attempt to sync data back into Salesforce. The result is fragmented data, delayed synchronization, complex integrations, and limited operational visibility.

    Fragmented data

    Transaction data lives in a separate system. Customer records in Salesforce are incomplete.

    Complex integrations

    Middleware, APIs, and sync jobs create maintenance overhead and failure points.

    Delayed visibility

    Teams can't see transaction outcomes in real time. Reporting depends on batch syncs.

    See a transaction in action

    How orders and payments are completed in a single Salesforce flow.

    The Eposly approach

    A Salesforce POS that runs where the data lives

    Comparison: 4 systems traditional stack vs 1 Eposly platform

    Eposly is a Salesforce POS that runs directly on Salesforce objects, automation, and the same data model. No middleware. No sync. No reconciliation.

    Data architecture

    Native Salesforce objects, native integrations

    Eposly uses standard and custom Salesforce objects for all transaction data. This means native reporting, automation, and integration — with no middleware layer.

    Eposly architecture diagram: customer interactions and touchpoints (Service Counter, Store Point-of-Sale, Front Desk) flow into the Eposly platform — Assisted Transaction Execution, Salesforce Objects, and Salesforce Platform — connected to ERP and finance systems.

    Salesforce native architecture: same data model, objects, and automation. Integrates where needed without breaking Salesforce as the system of record.

    Key features

    Core transaction execution features

    Salesforce-native transaction execution

    Complete configuration, pricing, payment, and order creation in one Salesforce flow.

    Unified customer and transaction records

    Capture every transaction directly on the Salesforce customer record.

    Real-time order creation

    Create orders instantly during the customer interaction without external checkout systems.

    Transaction-driven customer intelligence

    Each transaction enriches Salesforce with pricing, configuration, and purchase data.

    Salesforce-native data model

    Leverage Salesforce objects for reporting, automation, and customization.

    Salesforce automation compatibility

    Trigger flows, automations, and integrations directly from transaction data.

    The system is well-architected to serve a variety of customer use cases, from out-of-the-box point of sale to custom implementations with different integration points. Highly recommended.

    — Will Nourse

    ★★★★★AppExchange

    In practice

    See it in action

    Luxury jewellery rings on display

    How a retail jeweller executes configured transactions

    A sales associate at a luxury jewellery retailer helps a customer configure a custom ring — selecting stone type, setting, and engraving. Pricing updates in real time as options are chosen. The associate applies a returning-customer discount, processes payment via card terminal, and the complete order, configuration details, and payment confirmation are recorded on the customer's Salesforce record. When the customer returns months later, the next associate has full visibility into what was purchased, how it was configured, and what pricing applied.

    Why Salesforce-native

    Why a Salesforce-native POS wins

    A Salesforce-native POS removes the integration tax. Transactions, customer data, automation, and reporting all share one platform.

    Unified data model

    Transaction, order, and customer data share the same Salesforce schema.

    No integration layer

    No middleware, APIs, or sync jobs to build or maintain.

    Native automation

    Transactions trigger Salesforce Flows, Process Builder, and approval workflows.

    Real-time visibility

    All transaction data immediately available in Salesforce reports and dashboards.

    Built to adapt

    Runs natively on Salesforce objects, fields, and flows. Teams extend transactions using standard Salesforce configuration, not custom development.

    Faster operational changes

    No rigid external POS logic to work around. Add a field, adjust a flow, change a process — with familiar Salesforce tools.

    Related capabilities

    Explore other capabilities

    Assisted Sales & Checkout

    Explore

    Product Configuration & Pricing

    Explore

    Payments & Cashiering

    Explore

    Customer & Transaction Intelligence

    Explore

    FAQ

    Frequently asked questions

    Ready to see transaction execution in action?

    See how Eposly executes transactions natively inside Salesforce.

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