Financial Services Cloud Pricing
Sales
Service
Sales and Service
Einstein 1 for Sales and Service
Sales
Sales
(billed annually)
Service
Service
(billed annually)
Sales and Service
Sales and Service
(billed annually)
Einstein 1 for Sales and Service
Einstein 1 for Sales and Service
(billed annually)
Financial advisors, community banks, insurance brokers, and other small businesses: Please contact us to discuss solutions that fit your needs.
Sales
Service
Sales and Service
Einstein 1 for Sales and Service
Sales
Sales
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Centre
Actionable Relationship Centre Builder
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
KYC Data Model
Tear Sheet Generation
Discovery Framework
Einstein Activity Capture for Financial Services Cloud
Integration Definitions
Data Consumption Framework
Actionable Segmentation
MuleSoft Direct
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable sales process
Sales Teams
Calendar All
Sales Console App
Sales Orders
Products and price books
Opportunity Management
Opportunity splits
Enterprise territory management
Collaborative forecasting
Mass e-mail
Campaign Management
Lead registration
Inbox
Sales Engagement
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
Service Console apps
Case management
Web and email case capture
Case Milestone Tracker
Case escalation rules and queues
Case auto-assignment
Case email auto-response
Omni-channel routing
Omni-channel Supervisor
Knowledge (read-only)
Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders Management
Asset management and product tracking
Work order management
Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Financial Services Cloud for Slack
Chatter
Files
Topics and Recommendations
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
OmniStudio Calls
Business Rules Engine Calls
Lightning App Builder
AppExchange
Customisable Profiles and Page Layouts
Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Roles and Permissions
Record types (per object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Approval Processes
Partial Sandbox
Full Sandbox
Salesforce Identity
Email Integration with Gmail
Email integration with Outlook
Lightning Sync
Web Services API
Service
Service
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Centre
Actionable Relationship Centre Builder
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
KYC Data Model
Tear Sheet Generation
Discovery Framework
Einstein Activity Capture for Financial Services Cloud
Integration Definitions
Data Consumption Framework
Actionable Segmentation
MuleSoft Direct
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable sales process
Sales Teams
Calendar All
Sales Console App
Sales Orders
Products and price books
Opportunity Management
Opportunity splits
Enterprise territory management
Collaborative forecasting
Mass e-mail
Campaign Management
Lead registration
Inbox
Sales Engagement
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
Service Console apps
Case management
Web and email case capture
Case Milestone Tracker
Case escalation rules and queues
Case auto-assignment
Case email auto-response
Omni-channel routing
Omni-channel Supervisor
Knowledge (read-only)
Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders Management
Asset management and product tracking
Work order management
Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Financial Services Cloud for Slack
Chatter
Files
Topics and Recommendations
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
OmniStudio Calls
Business Rules Engine Calls
Lightning App Builder
AppExchange
Customisable Profiles and Page Layouts
Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Roles and Permissions
Record types (per object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Approval Processes
Partial Sandbox
Full Sandbox
Salesforce Identity
Email Integration with Gmail
Email integration with Outlook
Lightning Sync
Web Services API
Sales and Service
Sales and Service
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Centre
Actionable Relationship Centre Builder
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
KYC Data Model
Tear Sheet Generation
Discovery Framework
Einstein Activity Capture for Financial Services Cloud
Integration Definitions
Data Consumption Framework
Actionable Segmentation
MuleSoft Direct
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable sales process
Sales Teams
Calendar All
Sales Console App
Sales Orders
Products and price books
Opportunity Management
Opportunity splits
Enterprise territory management
Collaborative forecasting
Mass e-mail
Campaign Management
Lead registration
Inbox
Sales Engagement
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
Service Console apps
Case management
Web and email case capture
Case Milestone Tracker
Case escalation rules and queues
Case auto-assignment
Case email auto-response
Omni-channel routing
Omni-channel Supervisor
Knowledge (read-only)
Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders Management
Asset management and product tracking
Work order management
Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Financial Services Cloud for Slack
Chatter
Files
Topics and Recommendations
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
OmniStudio Calls
Business Rules Engine Calls
Lightning App Builder
AppExchange
Customisable Profiles and Page Layouts
Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Roles and Permissions
Record types (per object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Approval Processes
Partial Sandbox
Full Sandbox
Salesforce Identity
Email Integration with Gmail
Email integration with Outlook
Lightning Sync
Web Services API
Einstein 1 for Sales and Service
Einstein 1 for Sales and Service
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Centre
Actionable Relationship Centre Builder
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
KYC Data Model
Tear Sheet Generation
Discovery Framework
Einstein Activity Capture for Financial Services Cloud
Integration Definitions
Data Consumption Framework
Actionable Segmentation
MuleSoft Direct
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable sales process
Sales Teams
Calendar All
Sales Console App
Sales Orders
Products and price books
Opportunity Management
Opportunity splits
Enterprise territory management
Collaborative forecasting
Mass e-mail
Campaign Management
Lead registration
Inbox
Sales Engagement
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
Service Console apps
Case management
Web and email case capture
Case Milestone Tracker
Case escalation rules and queues
Case auto-assignment
Case email auto-response
Omni-channel routing
Omni-channel Supervisor
Knowledge (read-only)
Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders Management
Asset management and product tracking
Work order management
Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Financial Services Cloud for Slack
Chatter
Files
Topics and Recommendations
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
OmniStudio Calls
Business Rules Engine Calls
Lightning App Builder
AppExchange
Customisable Profiles and Page Layouts
Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Roles and Permissions
Record types (per object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Approval Processes
Partial Sandbox
Full Sandbox
Salesforce Identity
Email Integration with Gmail
Email integration with Outlook
Lightning Sync
Web Services API
Compare editions and top features.
Financial Services Pricing FAQ
Financial Services Cloud Starter and Growth can be used for different users in the same org as long as they are on the same Edition (Enterprise or Unlimited).
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
* This edition requires an annual contract.
* Financial Services Cloud - Growth is also available in Professional Edition for $165 USD/user/month. Contact us for more details.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.