Features

    Complete feature list

    A complete overview of Eposly's capabilities, helping buyers and architects understand how sales, payments, and transactions run inside Salesforce.

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    Feature categories

    • Salesforce-native transaction execution — Complete configuration, pricing, payment, and order creation in one flow.
    • Unified customer and transaction records — Capture every transaction directly on the customer record.
    • Real-time order creation — Create orders instantly during the customer interaction without external checkout systems.
    • Transaction-driven customer intelligence — Each transaction enriches the customer record with pricing, configuration, and purchase data.
    • Salesforce-native data model — Use the same objects for reporting, automation, and customization.
    • Salesforce automation compatibility — Trigger flows, automations, and integrations directly from transaction data.

    • 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.

    • POS transaction interface — Process assisted sales transactions through a native POS interface.
    • Barcode scanning support — Speed up product selection using barcode or SKU scanning.
    • Receipt generation — Generate digital or printable receipts after each transaction.
    • Custom receipt formats — Configure receipts with location-specific or business-specific information.
    • POS reporting — Track store activity and transaction performance through dashboards.

    • Flexible payment methods — Credit and debit cards, contactless, digital wallets and buy now, pay later.
    • Multi-provider payment gateway integration — Connect to payment providers such as Stripe, Adyen, Square, and CardConnect.
    • Split payments — Allow multiple payment methods within a single transaction.
    • Partial and deposit payments — Take a deposit now and collect the balance later on the same order.
    • Refund and reversal handling — Process refunds directly within Salesforce.
    • Real-time payment status tracking — Monitor successful, declined, and pending transactions instantly.
    • Recurring payments — Schedule payments on a saved card. Eposly collects each one automatically.
    • Payment links — Send a payment link for an order so the customer can pay remotely.
    • Buy now, pay later — Offer Klarna, Affirm and other BNPL providers through your payment gateway.

    • Salesforce-native product catalog — Create and manage products directly in your org.
    • ERP and PIM integration — Sync product catalogs from ERP or PIM systems.
    • Product image support — Display product images within the POS interface.
    • Barcode and SKU management — Track products with standardized identifiers.
    • Real-time inventory visibility across locations — Access stock availability across stores in real time.
    • Omnichannel inventory visibility — Maintain consistent product availability across sales channels.

    • Flexible fulfillment options — Support delivery, pickup, and store fulfillment scenarios.
    • Order fulfillment tracking — Track order progress and fulfillment status.
    • Granular line-item tracking — Monitor individual items within orders.
    • Unfulfilled order monitoring — Identify and resolve incomplete fulfillment requests quickly.
    • Salesforce OMS integration — Integrate with Salesforce Order Management when advanced fulfillment is required.

    • Centralized multi-location control — Manage store operations from a single org.
    • Store-level user management — Allow managers to control access and permissions per location.
    • Location-specific tax configuration — Apply tax rules based on regional requirements.
    • Custom order types by location — Adapt workflows to local operational processes.
    • Multi-location revenue tracking — Analyze performance across stores and service points.
    • Cash register management and reporting — Track register sessions, cash movements, and cashier activity.

    • Real-time revenue tracking — Monitor revenue by location, product, or transaction type.
    • Transaction status monitoring — Track payment outcomes and order progress.
    • Location performance dashboards — Analyze store activity through standard reports.
    • Inventory performance analytics — Identify fast-moving and slow-moving products.
    • Operational insights — Use transaction data to improve sales and operational decisions.

    • Salesforce Customer 360 integration — Transactions enrich the unified customer record.
    • Salesforce ecosystem compatibility — Integrate with Marketing Cloud, Commerce Cloud, and Order Management.

    • Runs entirely inside Salesforce — No external application infrastructure required.
    • No external data processing — Customer and transaction data remain in your org.
    • Aligned with Salesforce security model — Use the platform's roles, permissions, and governance.
    • Native Salesforce auditability — Transaction events follow the platform's audit and logging capabilities.
    • Enterprise-grade Salesforce infrastructure — Use the platform's reliability, security, and global infrastructure.

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    Salesforce-native

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