AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Eposly POS | Salesforce Point of Sale | Payments & Checkout

POS and payments processing in Salesforce – point-of-sale for guided sales

Overview

See How Eposly POS | Salesforce Point of Sale | Payments & Checkout Works

  • NATIVE SALESFORCE POS & TRANSACTIONS Execute point of sale (POS), payments, and orders directly in Salesforce — no external POS system, no sync delays, no data gaps, all platform benefits.

  • REAL-TIME CONFIGURATION & PRICING Configure products, services, and bundles while applying pricing, discounts, and overrides during the sales interaction.

  • PAYMENTS & CASHIERING IN SALESFORCE Process PCI-compliant card-present payments, refunds, and receipts with full cashiering flows — all linked to the Salesforce customer and order record.

  • CUSTOMER CONTEXT AT POINT OF SALE Access customer history, preferences, and account data during in-person and assisted sales — not after the transaction.

  • COMPLETE TRANSACTION & ORDER DATA Capture orders, pricing, configuration, and payment details together on the Salesforce record — ready for reporting and automation.

  • PAYMENTS PROCESSING SECURELY PCI-compliant Salesforce payments with Stripe, Adyen and leading providers. Protect customer data, reduce errors and run secure Salesforce payments processing in real time.

  • SALESFORCE CLOUD & ERP INTEGRATION Works natively with Commerce Cloud, Public Sector Solutions, Health Cloud, and Manufacturing Cloud. Connect to ERP for inventory, stock, and fulfillment — transaction execution stays inside Salesforce throughout.

  • NO RECONCILIATION REQUIRED Because transactions are captured natively inside Salesforce — not synced from an external system — orders and payments are linked at the point of sale. No batch reconciliation. No ledger mismatch.

  • TRANSACTION INTELLIGENCE BUILT IN Every sale captures what was bought, how it was configured, and how it was priced — directly on the Salesforce customer record. No separate analytics tool required.

Eposly is the only 100% native Salesforce POS, and more than a basic point of sale. The whole transaction executes inside Salesforce: configure, price, and take payment on the customer record, in one flow. No external POS, no middleware, no reconciliation. Built for assisted, configured sales where options affect price: in-store, counter, and field. Not anonymous checkout, ecommerce, or just quote configuration. For teams where Revenue Cloud is too heavy and a payment app isn't enough. Every transaction builds intelligence in Salesforce: what was bought, configured, and priced, so the customer record stays the system of record. SPECIALTY & LUXURY RETAIL Guided, consultative selling with pricing and purchase history on the customer record. HEALTHCARE & PREMIUM SERVICES Service packages, deposits, and payments on the Health Cloud record. MANUFACTURING & COUNTER SALES Contract pricing, ERP inventory, and order capture in Manufacturing Cloud. PUBLIC SECTOR SERVICE DESKS Permits and licensing payments directly in Public Sector Solutions and Government Cloud. Trusted by California DMV. Take payment with Stripe, Adyen, Square, or CardConnect. Rated 5.0 on AppExchange.

Categories

Business Needs
Quotes & Orders
Payments Processing
Point of Sale (POS) & In-Store
Industries
Automotive
Healthcare & Life Sciences
Retail
Personas
Architect
Business Operations Manager
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

More from Eposly

  • by Eposly
    No Ratings
    Take one-off payments by card, bank, cash and digital wallet, plus recurring payments, all natively in Salesforce. Every payment is recorded on the customer record for reporting, automation and better customer service. 100% Salesforce-native.