--- title: "Salesforce POS: Native Transaction Execution | Eposly" description: "Eposly executes the full sale inside Salesforce: configuration, pricing, payment, and order creation on the customer record. No middleware, no reconciliation." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "Is there a POS for Salesforce?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "What is a Salesforce-native point-of-sale (POS) system?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Salesforce POS vs traditional POS: what is the difference?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "How does Eposly differ from Salesforce Revenue Cloud?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Is Eposly a POS system?", "acceptedAnswer": { "@type": "Answer", "text": "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 rather than a self-service checkout, and 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." } }, { "@type": "Question", "name": "How is Eposly different from a payment app for Salesforce?", "acceptedAnswer": { "@type": "Answer", "text": "Payment apps help you collect money. Eposly enables you to execute the full transaction inside Salesforce, including pricing and configuration, payment execution, order creation, receipts and approvals, and capturing the full context of what happened. All in one flow, tied directly to the customer record." } }, { "@type": "Question", "name": "Can Salesforce handle payments, terminals, and receipts natively?", "acceptedAnswer": { "@type": "Answer", "text": "Salesforce can support parts of this, typically through integrations or external tools. Real-world transaction steps such as payment terminals, receipt printing, cash handling, and 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." } }, { "@type": "Question", "name": "What hardware does Eposly support?", "acceptedAnswer": { "@type": "Answer", "text": "Eposly is designed for assisted transaction environments that may include payment terminals (chip and PIN, contactless), receipt printing, barcode scanning, and 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." } }, { "@type": "Question", "name": "Does Eposly require middleware or integration layers?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Does Eposly support both in-person and remote transactions?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly supports in-person transactions via payment terminals and remote payments via links or virtual flows. All transactions are tied to the same Salesforce record, maintaining full customer context." } }, { "@type": "Question", "name": "Will Eposly work with our existing Salesforce setup, including Health Cloud and industry clouds?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Can Eposly handle high transaction volumes?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. Eposly leverages Salesforce's infrastructure for scalability and reliability. Transaction throughput aligns with Salesforce platform capabilities and is designed for enterprise use." } }, { "@type": "Question", "name": "Why does executing the transaction inside Salesforce matter?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Where do payments fit in Salesforce order management?", "acceptedAnswer": { "@type": "Answer", "text": "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." } }, { "@type": "Question", "name": "Can Eposly create and pay an order in one Salesforce flow?", "acceptedAnswer": { "@type": "Answer", "text": "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." } } ] }, { "@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": "Salesforce POS Integration", "item": "https://eposly.io/product/capabilities/transaction-execution" } ] } ] --- [![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/) Product By Industry [Customers](/customers)[Partners](/partners) Resources Company [Contact us](/contact) [Product](/product)/ [Capabilities](/product/capabilities)/ Transaction execution Capability # Salesforce POS integration: run the whole transaction natively Eposly is native Salesforce POS integration: configure, price, take payment, and create the order in one Salesforce flow. No middleware, no external POS, no reconciliation. [Book a demo](/contact)[Explore capabilities](/product/capabilities) 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. That gap also extends to the payments hardware itself: terminals and related transaction systems sit outside Salesforce, adding another layer of operational complexity. - ### Fragmented data Transaction data lives in a separate system. Customer records in Salesforce are incomplete. ### 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. ### 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. ### 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](/assets/eposly-4vs1-DL8Kq8a_.svg) Eposly is a [Salesforce POS](/) that runs directly on [Salesforce](https://www.salesforce.com/platform/) objects, automation, and the same data model. No middleware. No sync. No reconciliation. Data architecture ## Native Salesforce objects, native automation Eposly uses standard and custom Salesforce objects for all transaction data. That means native reporting and automation, 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.](/assets/eposly-architecture-diagram-v2-DhdR4dPU.webp) Salesforce-native architecture: same data model, objects, and automation. Extends Salesforce without breaking it as the system of record.  Features ## Core transaction execution features ![Salesforce-native transaction execution icon](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 Complete configuration, pricing, payment, and order creation in one simplified 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 icon](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) ### 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 ## Use cases by industry RetailAutomotiveIndustrial ![Luxury jewellery on display, representing assisted high-value retail sales run natively in Salesforce with Eposly](/assets/transaction-retail-BbSmOJ0C.webp) ### 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 Eposly is the only POS that runs 100% inside Salesforce — not connected to it via API or middleware. When a transaction executes natively, every Salesforce Flow fires immediately, every customer record updates in real time, and every automation runs without a webhook delay or sync job. No middleware. No reconciliation. No second system of record. The result is a Salesforce environment where the transaction itself happens inside the platform, not outside it. - ### 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. - ### No reconciliation required Transactions are created inside Salesforce, not synced to it. There is no external ledger to reconcile — orders and payments are linked at the moment of execution. - ### Native automation Transactions trigger Salesforce Flows, Process Builder, and approval workflows. - ### Real-time visibility All transaction data immediately available in Salesforce reports and dashboards. - ### Simple and built to adapt Runs natively on Salesforce objects, fields, and flows. Flexible configurations using standard Salesforce functionalities, not custom development or hard coded systems. - ### Faster operational changes No rigid external POS logic to work around. Add a field, adjust a flow, or change a process using familiar Salesforce tools. Related capabilities ## Explore other capabilities [ ### Assisted Sales & Checkout Explore ](/product/capabilities/assisted-sales)[ ### 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 ### Is there a POS for Salesforce? 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. ### What is a Salesforce-native point-of-sale (POS) system? 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. ### Salesforce POS vs traditional POS: what is the difference? 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. ### How does Eposly differ from Salesforce Revenue Cloud? 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. ### Is Eposly a POS system? 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. ### How is Eposly different from a payment app for Salesforce? 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. ### Can Salesforce handle payments, terminals, and receipts natively? 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. ### What hardware does Eposly support? 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. ### Does Eposly require middleware or integration layers? 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. ### Does Eposly support both in-person and remote transactions? 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. ### Will Eposly work with our existing Salesforce setup, including Health Cloud and industry clouds? 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. ### Can Eposly handle high transaction volumes? Yes. Eposly leverages Salesforce's infrastructure for scalability and reliability. Transaction throughput aligns with Salesforce platform capabilities and is designed for enterprise use. ### Why does executing the transaction inside Salesforce matter? 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. ### Where do payments fit in Salesforce order management? 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. ### Can Eposly create and pay an order in one Salesforce flow? 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. ## 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. All rights reserved. [Privacy policy](/privacy)[Terms of service](/terms)