Salesforce point of sale for in-person, in-store and high touch sales

Eposly is a Salesforce-native transaction execution solution that enables teams to create orders, process payments, and complete assisted sales directly inside Salesforce.

Instead of sending transactions to an external POS system, Eposly executes the full transaction, including pricing, configuration, and payment, within Salesforce. This ensures that all transaction data is captured in real time on the customer record and is immediately available for reporting, automation, and operations.

The transaction is the moment that defines the customer relationship.

When payment, receipt, approvals, and order data happen outside Salesforce, that moment gets fragmented, and teams are left reconstructing what actually happened.

Eposly keeps the entire transaction inside Salesforce, so the system reflects the full reality of the interaction, instantly and accurately.

An integration can move data between a POS and Salesforce, but it does not close the gap between where the sale actually happens and where the customer relationship lives.

When transactions happen outside Salesforce, important details such as pricing decisions, configurations, and context are often lost or simplified. Eposly removes this dependency by making Salesforce the place where transactions are executed, not just recorded.

You can build parts of it.

The challenge is turning Salesforce into a reliable real-world transaction environment, handling payment terminals, receipts, device interactions, and cashiering workflows in a way that actually works in practice.

That quickly becomes complex and time-consuming.

Eposly provides these capabilities natively, so your team does not have to build and maintain them from scratch.

Eposly and CPQ and revenue platforms like Revenue Cloud solve different problems.

CPQ and Revenue Cloud focus on revenue governance in B2B contexts: quote approvals, contract terms, subscription billing, renewals, and long revenue lifecycles. Eposly focuses on order and transaction execution: turning a customer interaction into a confirmed order, a completed payment, and a clean record on the account, in the moment it happens.

For teams that need assisted, in-person, or counter-style transactions, Eposly handles the execution side directly inside Salesforce, without pulling that operational flow through the revenue-governance machinery built for enterprise contracting.

No.

Salesforce Retail Cloud POS is built for standardized retail store lanes: high-volume checkout, store rollout, and predefined retail operations.

Eposly is built for a different type of environment: assisted, process-driven transactions that need to happen inside Salesforce.

That includes specialty and luxury retail, service desks, clinics, memberships, B2B counter sales, and bespoke sales processes, where the transaction needs to follow the customer record, not sit outside it.

Payment apps help you collect money in Salesforce.

Eposly goes further. It enables you to execute the full transaction inside Salesforce.

That includes payment, order creation, receipts, approvals, cash handling, and capturing the full context of what happened, all in one flow, tied directly to the customer record.

Eposly is designed for assisted transaction environments that may include payment terminals, receipt printing, barcode scanning, and cash drawer workflows, all as part of a single transaction flow inside Salesforce.

Rather than treating hardware as separate systems, Eposly connects these elements directly into the Salesforce process. Compatibility depends on your payment setup, region, and workflow requirements, so we validate the exact fit during discovery.

Yes.

Eposly supports in-person transactions through payment terminals, as well as remote scenarios such as payment links and virtual terminal-style workflows, all connected to the same Salesforce record.

This allows teams to handle different interaction channels without breaking the customer context.

No.

Eposly is strongest where:

• the customer is identified and tied to a Salesforce record, rather than an anonymous walk-in
• the transaction is assisted by a salesperson, agent, or representative, not a self-service checkout
• Salesforce is the system of record where customer data, sales processes, and operational workflows already run

High-volume, anonymous retail checkout is typically better suited to traditional POS platforms.

Eposly is designed for environments where the transaction is part of the customer relationship, not just the payment.