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.
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.
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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.
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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.
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02
Lost upsell opportunities
Without full transaction data, teams cannot identify patterns, preferences, or future buying signals.
02
Lost upsell opportunities
Without full transaction data, teams cannot identify patterns, preferences, or future buying signals.
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Gaps in Salesforce reporting
Revenue totals exist, but detailed transaction-level data is missing, limiting operational and performance analysis.
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Gaps in Salesforce reporting
Revenue totals exist, but detailed transaction-level data is missing, limiting operational and performance analysis.
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.
Acme Corp
12 transactions · Last: 3 days ago
Transaction volume
Upsell: Priority support (not purchased in last 3 orders)
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
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
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.
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Complete Customer 360 with transaction data
Every transaction updates the customer record with products, pricing, and interaction details.
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Native Salesforce reporting and dashboards
All transaction data is immediately available in Salesforce reports, no syncing or ETL required.
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No external analytics dependency
Customer and sales intelligence is built directly in Salesforce, not in separate systems.
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Automation-ready transaction data
Trigger workflows, follow-ups, and marketing actions based on real transaction events.
Related capabilities
Explore other capabilities
FAQ
Frequently asked questions
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