Salesforce POS integration: run the whole transaction natively

Yes. Eposly is a Salesforce-native POS, built as a transaction execution layer that runs directly on the Salesforce platform.

Pricing, configuration, payment, order creation, and receipts all happen inside Salesforce, on the customer record, with no middleware or external checkout system.

It is designed for assisted, customer-linked transactions in service, B2B, clinical, and high-touch retail environments.

A Salesforce-native point-of-sale (POS) system is a checkout and transaction layer built directly on the Salesforce platform, using its objects, automation, and security model.

Unlike a traditional POS connected through middleware, a Salesforce-native POS executes pricing, payment, order creation, and receipts inside Salesforce itself, on the customer record.

Eposly is a Salesforce-native POS designed for assisted, customer-linked transactions across service, B2B, clinical, and high-touch retail.

A traditional point-of-sale system is an external application connected to Salesforce through middleware, APIs, or batch syncs. Customer, order, and payment data live in two systems and must be reconciled.

A Salesforce POS like Eposly executes the transaction inside Salesforce itself. The customer record, the pricing, the payment, and the order share one data model and one source of truth.

The result: no integration tax, real-time visibility, and customer history that stays complete across every channel and team.

Eposly executes transactions inside Salesforce at the moment a customer commits.

Revenue Cloud is built for managing long revenue lifecycles such as subscriptions, contracts, and renewals.

Eposly fits where those models do not apply, when you need to complete a transaction (pricing, payment, order, receipt) directly inside Salesforce without introducing a full revenue platform.

Yes, Eposly is a point-of-sale system, but a Salesforce-native one built for assisted transactions rather than high-volume retail checkout.

It is not designed to replace traditional retail POS systems used in standardized store environments with anonymous, self-scan, or queue-driven checkout.

Eposly fits where:

• the customer is identified in Salesforce before the transaction begins, with their account, history, and entitlements already in view
• the interaction is guided by an agent, advisor, or representative following a defined process, not a self-service checkout
• every step of the transaction (quote, payment, order, receipt) must be captured against the Salesforce record so the customer history stays complete and auditable

This includes service environments, B2B sales, clinics, and complex in-person or remote transactions.

Payment apps help you collect money. Eposly enables you to execute the full transaction inside Salesforce.

That includes:

• pricing and configuration
• payment execution
• order creation
• receipts and approvals
• capturing the full context of what happened

All in one flow, tied directly to the customer record.

Salesforce can support parts of this, typically through integrations or external tools.

Real-world transaction steps such as:

• payment terminals
• receipt printing
• cash handling
• device interactions

are not native capabilities of Core Salesforce and often require external systems or custom setups. Eposly provides these capabilities natively within Salesforce, as part of the transaction flow.

Eposly is designed for assisted transaction environments that may include:

• payment terminals (chip and PIN, contactless)
• receipt printing
• barcode scanning
• cash drawer workflows

These are handled as part of the Salesforce transaction process, not as separate systems. Exact compatibility depends on your payment setup, region, and workflow requirements, and is validated during implementation.

No. Eposly runs natively on the Salesforce platform.

There is no middleware, external transaction engine, or data sync layer. Transactions are created and processed directly within Salesforce using its native data model and automation.

Yes. Eposly supports:

• in-person transactions via payment terminals
• remote payments via links or virtual flows

All transactions are tied to the same Salesforce record, maintaining full customer context.

Yes. Eposly operates within Salesforce and aligns with its data model, security, and automation framework. It is designed to extend your existing setup, not replace it.

Because Eposly runs on Core Salesforce, it works across environments such as Health Cloud and other industry clouds. This is particularly valuable where transactions need to stay connected to customer or patient records across different interaction channels.

Yes. Eposly leverages Salesforce's infrastructure for scalability and reliability.

Transaction throughput aligns with Salesforce platform capabilities and is designed for enterprise use.

Because the transaction is the moment that defines the customer relationship.

When payment, receipt, and order execution happen outside Salesforce, that moment becomes fragmented.

Eposly keeps the entire transaction inside Salesforce, so the system reflects exactly what happened, as it happened.

With Eposly, the order and the payment are created together in one native Salesforce flow. Rather than syncing an external order or payment record back into Salesforce, Eposly configures the order, applies pricing, takes payment, and writes it all to the customer record at the moment of sale, with no reconciliation.

Yes. Eposly executes the full order-to-payment sequence inside Salesforce: configure, price, take payment, create the order, and update the record, in a single native flow with no middleware and no external order management system to reconcile.