Financial Services Cloud Pricing
Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus industry-specific data models, processes, and capabilities.
Enterprise Edition
Unlimited Edition
Enterprise Edition
Enterprise Edition
Deeply customizable CRM for financial services firms.
$
325
USD/user/month
(billed annually)
(billed annually)
Unlimited Edition
Unlimited Edition
Unlimited CRM power and support for financial services firms.
$
500
USD/user/month
(billed annually)
(billed annually)
Financial advisors, community banks, insurance brokers, and other small businesses: Please contact us to discuss solutions that fit your needs.
Compare editions and top features.
Enterprise Edition
$
325
USD/user/month
Unlimited Edition
$
500
USD/user/month
Enterprise Edition
Unlimited Edition
B2C and B2B Data Model
Role-Based Console Apps
Financial Accounts and Rollups
Actionable Relationship Center
Intelligent Need-Based Referrals
Action Plans
24/7 Support and Configuration Services
Explore all features.
Enterprise Edition
$
325
USD/user/month
Unlimited Edition
$
500
USD/user/month
Enterprise Edition
Unlimited Edition
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts and Rollups
Financial Goals
Wallet Share Calculations
Household and Relationship Groups
Relationship Builder and Map
Actionable Relationship Center
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Action Plans
Document Tracking and Approvals
Lightning Flows for Financial Services Cloud
Guided Residential Loan Application
Surveys
300 responses included
300 responses included
Client Segmentation
Flexible Integration Options
Enterprise Edition
Unlimited Edition
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable 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
Enterprise Edition
Unlimited Edition
Service Console App(s)
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 (basic)
Omni-channel Supervisor
Knowledge (read-only)
Knowledge (Read-Write)
Additional $75 USD/user/month
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders management
Asset management and product tracking
Work order management
Chat (Live Agent)
Additional $75 USD/user/month
Help Center
Enterprise Edition
Unlimited Edition
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Enterprise Edition
Unlimited Edition
Salesforce Mobile App
Full Offline Mobile Functionality
Enterprise Edition
Unlimited Edition
Next Best Action
Customizable Reports and Dashboards
Advanced reporting features
Enterprise Edition
Unlimited Edition
Chatter
Files
Topics and Recommendations
Enterprise Edition
Unlimited Edition
Lightning App Builder
AppExchange
Customizable profiles and page layouts
Lightning Flow Automation (Flow + Process Builder)
Unlimited
Unlimited
File Storage per user
Data Storage per user
Platform
Roles and Permissions
Record Types (Per Object)
Developer Pro Sandbox
Available for purchase
Developer Sandbox
Unlimited custom applications
Workflow and Approval
Partial Sandbox
1 partial sandbox included per org
1 partial sandbox included per org
Full Sandbox
Available for purchase
1 Full Sandbox included per org
Salesforce Identity
Enterprise Edition
Unlimited Edition
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Extend your capabilities with add-ons.
Financial Services Pricing FAQ
Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus an industry-specific data model, objects, and capabilities. Built on the Salesforce Platform, Financial Services Cloud delivers speed to value and continuous, relevant innovation so financial services firms can save time and money on customizations as well as accelerate business growth.
Whether you are a part of a wealth management firm, insurance company, or bank, Financial Services Cloud is one product that unifies customer experiences across consumer and commercial lines of business.
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).
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).
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-667-6389 to discuss exactly what kind of products you’re looking to add and how we can help.
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 1-800-667-6389 to discuss options.
Yes. Customers have the flexibility to buy industry products alongside other Salesforce products, such as Sales Cloud or Service Cloud. Talk to your sales rep about what products are right for your organization.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AppExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-667-6389 to see what works for your business.
Canadian pricing available upon request
This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.
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