Salesforce Point of Sale Integration Guide

POS & Salesforce Integration – an Absolute Necessity in Retail

Combining your Point of Sale (POS) system with Salesforce can revolutionize the way you handle sales and customer relationships. Imagine having the superpowers of Salesforce, a leader in Customer Relationship Management (CRM), fused with the pulse of your business operations — your POS system.

For example, Salesforce’s Retail Cloud enables retailers to unify transactions across channels—both in-store and online. This integration helps businesses to not only streamline their operations but also to enhance customer interactions. With capabilities like real-time inventory management, personalized shopping experiences, and built-in AI for analytics, businesses can optimize their sales processes and increase revenue. In fact, companies using Salesforce’s cloud-based POS software have reported a 20% increase in sales within the first year​.

This powerful partnership not only simplifies your day-to-day tasks but also enriches customer interactions and gives you deep insights into how your business is doing. Imagine your sales data and customer information flowing smoothly together, and the kind of analytics at your fingertips, guiding you to make smart choices for your business.

The Role of POS Systems in Retail and Sales

Now, let’s talk about the heartbeat of retail operations — POS systems. They’re not just about ringing up sales; they’re the central hub for managing inventory, understanding your customers’ buying habits, and being the face of your business during each customer interaction. A POS system that captures the essence of every transaction in real-time is key to keeping things running smoothly and customers happy. Actually, it may be one of the first and most crucial steps for Salesforce order management implementation in retail.

Why Pair Salesforce with POS Systems?

Merging Salesforce with your POS system isn’t just about moving data around; it’s about creating a unified space where every sale is a chance to grow closer to your customers. This connection means every preference and purchase behavior is automatically logged in Salesforce, paving the way for personalized marketing, efficient customer service, and sharp sales tactics. Plus, this integration gifts you a complete view of your business, blending sales figures with customer insights for smarter strategic planning.

By linking Salesforce and POS systems, businesses unlock a streamlined information flow, minimize manual work, and keep their teams up-to-date with the latest data on customers and sales. Whether you’re aiming to keep customers coming back, tailor your marketing, or make inventory management a breeze, combining these two systems is a step towards running a more streamlined, customer-focused business.

Choosing the Right Integration Method

When you’re looking to make your retail operations more cohesive by integrating Salesforce with your Point of Sale (POS) system, the method you choose is key. There are several ways to go about this, each with its own set of benefits and things to consider. The goal is to find a method that fits your business needs, technical skills, and future growth plans. Let’s dive into the main integration approaches and help you figure out which one is the best fit for your business.

Direct POS and Salesforce Integration via API

This method connects your POS system directly to Salesforce through Application Programming Interfaces (APIs), offering a tailored and real-time exchange of data.

Pros:

• Allows for a customized data flow.
• Ensures that data is always current in both systems.
• Gives you full control over how the integration works and how data is matched.

Cons:

• Requires advanced technical skills to set up and keep running.
• Might lead to higher initial costs.
• Needs extensive testing to guarantee reliability and data integrity.

Salesforce’s APIs, like REST, SOAP, and Bulk APIs, cater to different data needs and sizes.

Salesforce and POS Integration Using Third-Party Solutions

These are pre-built tools that connect Salesforce with various POS systems, making the integration process much simpler. They usually come with ready-made connectors and an interface that’s easy to navigate.

Pros:

• Easier to set up and manage without needing a lot of technical knowledge.
• Quicker to implement compared to custom API integrations.
• Support and maintenance are often included.

Cons:

• May not offer the same level of customization.
• Costs can accumulate over time.
• Relies on an external provider for crucial business processes.

Popular Third-Party Solutions for Salesforce POS Integration 

EPOSLY – Point of Sale and Retail Order Management POS

Image Source: Eposly

Eposly enhances both the user and customer experiences, giving sales teams the tools they need to focus on engaging with customers effectively. It offers both stationary and mobile checkout options, allowing sales to be finalized anywhere in your store, and providing a flexible and customer-friendly shopping experience.

With Eposly, you can easily connect orders, transactions, and payments to your contacts and accounts in Salesforce. It allows you to use Salesforce’s product catalog and price books for order creation, enabling you to view product images on your iPad, check stock levels, adjust pricing, and automatically handle tax calculations using Eposly’s advanced pricing engine.

Furthermore, Eposly supports a wide range of payment methods including cash, credit cards, chip & pin, contactless payments, Apple Pay, and signature-authorized transactions through an integrated card terminal. This versatility ensures that you can cater to the preferred payment methods of all your customers, streamlining the checkout process and enhancing the overall shopping experience.

StoreConnect eCommerce, Point of Sale, Rewards & Loyalty for SMB & RCG

Image Source: StoreConnect

StoreConnect offers a comprehensive solution for businesses seeking to establish a robust online presence directly integrated with Salesforce. This platform facilitates eCommerce and Point of Sale (POS) functionalities, ensuring seamless live synchronization with Salesforce. It’s designed to support multiple sites, currencies, and brands from a single Salesforce organization, and is compatible with Professional, Enterprise, and Unlimited editions. The license encompasses all Customer Commerce capabilities, streamlining the way your customers interact with your business online.

With StoreConnect, setting up an online store and website is straightforward. It transforms businesses into Customer Commerce hubs, allowing customers to easily purchase products, book appointments or events, subscribe to memberships, and even donate, all within a unified platform.

Chargent Terminal: Salesforce POS for In-Person Payments

Image Source: Chargent Terminal

Chargent Terminal offers a sleek solution for accepting payments directly from customers in person, seamlessly integrating every transaction with Salesforce. This enables a variety of payment methods in your retail setup, allowing customers the flexibility to use their mobile phones, credit, and debit cards, or even digital wallets for purchases.

It also enhances the customer experience by offering multiple receipt options. Whether your customers prefer their receipts via email, text message, or in print, Chargent Terminal accommodates them. Additionally, the system captures valuable customer insights through satisfaction ratings and feedback, which can be customized to fit your needs.

Step-by-Step Salesforce Point of Sale Integration Process

Integrating your POS system with Salesforce requires careful planning and execution. Whether you choose direct integration via APIs or opt for a third-party solution, the following steps will guide you through the process, ensuring a smooth and effective integration.

Direct API Integration

Let’s look into the key steps of POS and Salesforce connection through direct API integration:

1. API Keys and Access Tokens: Begin by obtaining API keys from both Salesforce and your POS system. These keys are essential for authenticating and establishing a secure connection between the systems.
2. Data Mapping: Determine which data elements from your POS system correspond to fields in Salesforce. Common data points include customer information, sales transactions, and inventory levels. This step is crucial for ensuring that data flows correctly between the systems.
3. Development and Testing: Utilize the Salesforce API (REST, SOAP, or Bulk, depending on your data needs) to develop the integration. This typically involves writing custom code to facilitate the data exchange. Before rolling out the integration, test it extensively in a sandbox environment to ensure accuracy and reliability​​.
4. Deployment: Once testing is completed successfully, deploy the integration in your production environment. Monitor the integration closely for any issues and make adjustments as necessary.
5. Maintenance and Updates: Regularly review the integration for any required updates, especially when Salesforce or your POS system releases new versions or updates to their APIs.

Integration Using Third-Party Solutions

POS integration with Salesforce using third-party solutions has similar steps, but precisely the process will look like this:

• Selection of Third-Party Tool: Choose a third-party integration tool that supports both Salesforce and your POS system. Consider factors such as ease of use, cost, and the level of customer support offered.
• Configuration: Use the graphical interface provided by the third-party tool to configure your integration. This typically involves entering API keys, selecting the data points to sync, and mapping POS data fields to the corresponding Salesforce fields.
• Testing: Many third-party tools offer a testing or simulation mode. Use this feature to test the integration and ensure that data is syncing correctly without affecting your live data.
• Go Live: After thorough testing, activate the integration. Begin with a smaller subset of your data if possible to minimize risks.
• Monitoring and Support: Regularly monitor the integration for any issues. Take advantage of the support offered by the third-party tool provider for troubleshooting and optimization tips​​.

Best Practices for a Smooth Integration

Similarly to other Salesforce integrations, to ensure a smooth connection between 2 systems, make sure to pay attention to the following:

• Start Small: Begin with a limited scope to test the integration before expanding to include more data points.
• Regularly Review Data Accuracy: Periodically check the data synced between systems to ensure accuracy.
• Plan for Scalability: Ensure your integration can handle increased data volumes as your business grows.
• Stay Informed on API Changes: Keep up to date with any changes to Salesforce or POS system APIs that might affect your integration.

Integrating your POS system with Salesforce can significantly enhance your business operations by providing a unified view of sales and customer data. By following these steps and best practices, you can ensure a successful integration that leverages the strengths of both platforms.

How to Decide Which POS and Salesforce Integration Method to Choose

To choose between direct API integration and third-party solutions, think about:

• Technical Resources: Do you have the tech skills in-house for direct integration, or would you prefer a third-party tool’s ease and support?
• Budget: Consider both the immediate and ongoing costs to see what’s more economical for you.
• Customization Needs: If your business requires specific data flows or customization, direct API might be better.
• Timeframe: Need it fast? Third-party solutions might get you integrated quicker, though with some limits compared to a bespoke API solution.

Choosing how to integrate Salesforce with your POS system is about aligning with your business’s unique needs and goals. Carefully weigh the benefits and drawbacks of each method to ensure your integration supports your business effectively.

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In Conclusion

The Salesforce Point of Sale Integration presents a transformative approach for retail businesses aiming to enhance their sales and customer relationship management. By harmonizing Salesforce Point of Sale systems with retail operations, businesses can unlock a new level of efficiency and customer engagement. The flexibility offered through both direct API integrations and third-party solutions such as EPOSLY, StoreConnect, and Chargent Terminal ensures that businesses can find a fitting POS Salesforce strategy that aligns with their specific needs, including budget, technical resources, and desired customization.

Opting for a Salesforce Retail Point of Sale solution means embracing a system that not only streamlines transactions but also enriches the customer experience and provides valuable insights into business performance. Whether businesses choose a Salesforce Point of Sale System that offers direct integration or one that utilizes third-party tools, the outcome is a more connected, efficient, and customer-centric retail operation.

Moreover, adopting a Salesforce Retail POS approach signifies a commitment to leveraging advanced technology to not just meet but exceed customer expectations, ensuring that every transaction is an opportunity to strengthen customer relationships. This strategic integration supports businesses in staying at the forefront of the competitive retail landscape, driving growth, and fostering loyalty.

In navigating the journey of integrating Salesforce with your POS system, it’s clear that this innovative partnership is more than just a technological upgrade — it’s a strategic move towards creating a seamless, integrated retail ecosystem that thrives on efficiency, personalization, and customer satisfaction.

Dorian Sabitov

Dorian is a 5X Certified Salesforce Developer and Administrator with a start in the IT world as a CRM Admin in 2020. Since diving into Salesforce in 2021 via Trailhead and Focus on Force, he has achieved a Ranger Rank, earned several Superbadges, and bagged certifications including the Salesforce Certified Administrator, Platform App Builder, Associate and Platform Developer I by 2023. In 2024 he also became Salesforce Certified AI Associate. Dorian is very keen on continuous learning, always looks for fresh ways to improve his knowledge. He enjoys running, boxing, kickboxing and reading diverse kinds of books in his free time.