Financial Services Cloud for Sales and Service Pricing

Get a complete view of the customer across sales and service.

First, choose the right Financial Services Cloud edition for your business needs.

Sales and Service - Enterprise

The full Customer 360 experience spanning sales and service.

$ 325

USD/User/Month

(Billed annually)

Industry-Specific Data Models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation
Financial Goals and Plans to Empower Your Customers’ Financial Success
Service Process Studio for Low-Code Customization

Sales and Service - Unlimited

The financial services CRM for sales and service with automation and AI.

$ 500

USD/User/Month

(Billed annually)

Built on Sales Cloud and Service Cloud Unlimited Edition for more AI and Chat capabilities
Additional automation capacity
Premier Success Plan and Full Sandbox

Einstein 1 Sales

The best of Salesforce Sales for bankers, advisors, and brokers.

$ 700

USD/User/Month

(Billed annually)

Everything in Unlimited, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack
Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
Additional Einstein AI Requests

Einstein 1 Service

The best of Salesforce Service for financial services, contact centers, and service operations.

$ 700

USD/User/Month

(Billed annually)

Everything in Unlimited, plus Digital Engagement, Scheduler, and Team Collaboration with Slack
Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
Additional Einstein AI Requests

This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.

Financial Services Cloud - Sales and Service also includes everything in corresponding editions of Sales Cloud and Service Cloud, Enterprise, and Unlimited Editions. For a comprehensive list of features, please visit our Sales Cloud pricing page and Service Cloud pricing page.

Compare editions and top features.

Download the comparison chart

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month	Einstein 1 Service $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
Client Financial Profile
Industry-Specific Data Models
OmniStudio
Actionable Segmentation
Service Process Studio
The Best of Salesforce for Sales
The Best of Salesforce for Service

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
Industry-Specific Data Models
Client Financial Profile
Banker, Advisor, and Insurance Producer Consoles
Household and Relationship Groups
Actionable Relationship Center
Financial Accounts and Transactions
Life Events and Business Milestones
Cashflow Trends and Insights	available to purchase		available to purchase
Income and Expense Trends and Insights	available to purchase		available to purchase
Contextual Alerts	available to purchase		available to purchase
Business Relationship Planning (B2B)
Financial Goals and Plans
Interest Tags
Actionable Segmentation
Financial Deal Management
Interaction Summaries
Einstein Activity Capture for Finanical Services
Tear Sheet Generation
Referral Management
Compliant Data Sharing
Branch and Practice Management
Financial Services Cloud Intelligence	available for purchase	available for purchase
Onboarding Console Application

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month	Einstein 1 Service $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
CSR Console
Timeline and Engagements
Service Process Studio
Engagements
Audit Trail
Identity Verfication
Action Launcher
Service Process Library
Complaint Management
Banking & Insurance Self-Service Portal
Complaint Management Analytics	available for purchase	available for purchase
Transaction Dispute Management
Case Management
Banking Self-Service Portal	available for purchase	available for purchase	available for purchase
Insurance Policy Self-Service Portal	available for purchase	available for purchase	available for purchase
Omni-Channel Routing
Knowledge Management
Service Contracts and Entitlements
Einstein Next Best Action		5k requests PUPM	5k requests PUPM	5k requests PUPM

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month	Einstein 1 Service $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
Financial Services Cloud Intelligence	available for purchase	available for purchase
Data Cloud	available for purchase	available for purchase
Scheduler	available for purchase	available for purchase
Slack — Enterprise Grid	available for purchase	available for purchase
Sales Programs	available for purchase	available for purchase		available for purchase
Sales Planning	available for purchase	available for purchase		available for purchase
Salesforce Maps	available for purchase	available for purchase		available for purchase
Einstein for Sales	available for purchase	available for purchase		available for purchase
External Apps for Financial Services	available for purchase	available for purchase		available for purchase
Digital Engagement	available for purchase	available for purchase	available for purchase
Service Cloud Voice (BYOT)	available for purchase	available for purchase	available for purchase
Feedback Management	available for purchase	available for purchase	available for purchase
Einstein Conversation Insights	available for purchase	available for purchase	available for purchase
Einstein for Service	available for purchase	available for purchase	available for purchase
Customer Community for Financial Services	available for purchase	available for purchase	available for purchase

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month	Einstein 1 Service $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
Data Consumption Framework
Integration Definitions
Standards-Based Banking APIs
MuleSoft Direct for Financial Services Cloud	available for purchase	available for purchase	available for purchase	available for purchase

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month	Einstein 1 Service $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
Complaints Case Summaries	available for purchase	available for purchase	available for purchase
Transaction Dispute Acknowledgement Email	available for purchase	available for purchase	available for purchase
Transaction Dispute Resolution Email	available for purchase	available for purchase	available for purchase
Wealth Financial Goals & Plans Summary	available for purchase	available for purchase		available for purchase
Policyholder Account Summarizations	available for purchase	available for purchase
Wealth Client Interaction Summaries	available for purchase	available for purchase		available for purchase
Claim Summaries	available for purchase	available for purchase	available for purchase
Business Relationship Plan Relationship Summaries	available for purchase	available for purchase		available for purchase
Business Relationship Plan Interaction Summaries	available for purchase	available for purchase		available for purchase

	Sales and Service - Enterprise $ 325 user/month $ 325 user/month 325 € user/month AU$ 455 user/month 39,000 円 user/month 3 250 kr user/month £ 260 user/month	Sales and Service - Unlimited $ 500 user/month $ 500 user/month 500 € user/month AU$ 700 user/month 60,000 円 user/month 5 000 kr user/month £ 400 user/month	Einstein 1 Sales $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month	Einstein 1 Service $ 700 user/month $ 700 user/month 700 € user/month AU$ 980 user/month 84,000 円 user/month 7 000 kr user/month £ 560 user/month
Transaction Dispute Resolution Email	available for purchase	available for purchase	available for purchase
Schedule Appointment	available for purchase	available for purchase		available for purchase
Transaction Dispute Acknowledgement Email	available for purchase	available for purchase	available for purchase

Extend the power of Financial Services Cloud with these related apps and add-ons.

Data Cloud

Activate all your customer data across Salesforce applications.

Learn more

Marketing Cloud

Personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.

Learn more

Financial Services Cloud Intelligence

Drive predictable revenue with analytics and AI for organizations.

Learn more

MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.

Learn more

Experience Cloud

Quickly launch data-powered sites, portals, and apps, connected across the customer journey.

Learn more

Compare add-ons

Then, choose the Success Plan that’s right for your business.

With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.

Standard Success Plan

Set your company up for success with self-guided, always-on resources.

Included in all licenses

Access to Knowledge Articles, documentation, and Trailhead
Global Trailblazer Community

Learn more

Premier Success Plan

Start strong and grow your business with expert guidance and expedited support.

30% of net license fees

Expert guidance and product education
Health checks and recommendations
Access to 24/7 support for business-stopping issues
Bundled with Unlimited Edition

Learn more

Signature Success Plan

Get the most value from Salesforce with a proactive partnership and personalized experience.

Contact your account executive

Designated Customer Success Manager
Customer Success Score
Proactive Monitoring and Key Event Management
Fastest 24/7 support response times

Learn more

Find your path to AI success with the right experts and apps.

Professional Services and Salesforce Certified Partners provide services to get you started with data and ensure long-term success with AI. Depending on your unique business needs, engaging with either or both can maximize your ROI.

Professional Services

Realize value quickly and become self-sufficient with Salesforce.

Learn about Professional Services

Partners

Innovate and grow faster with pre-built apps and expertise on AppExchange.

Learn more

Ready to take the next step with the world’s #1 AI CRM for Financial Services?

Start your trial.

Try Financial Services Cloud free for 30 days. No credit card. No installations.

Try for free

Talk to an expert.

Tell us a bit more so the right person can reach out faster.

Request a call

Watch a demo.

Learn how Salesforce for financial services empowers customers' financial success.

See demo

Financial Services Cloud - Sales and Service Pricing FAQ

Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss Financial Services Cloud for Sales and Service pricing and the kind of products you’re looking to add.

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 1-800-664-9073 to discuss options.

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.

We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.

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.

You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud for Sales and Service pricing and to see what works for your business.

Sales and Service - Enterprise

Sales and Service - Unlimited

Einstein 1 Sales

Einstein 1 Service

Top Features

Grow revenue with trusted relationships.

Deliver premium service.

See the Einstein 1 advantage.

Integrate seamlessly.

Drive value with turnkey AI

Fuel efficiency with Agentforce for Financial Services

Data Cloud

Marketing Cloud

Financial Services Cloud Intelligence

MuleSoft Anypoint Platform

Experience Cloud

Standard Success Plan

Premier Success Plan

Signature Success Plan

Professional Services

Partners

Start your trial.

Talk to an expert.

Watch a demo.

Are there upfront costs or additional fees with Financial Services Cloud for Service?

What if my business priorities and business needs have changed?

Do Salesforce products integrate with outside applications and systems?

What support and service packages are available?

What is the difference between Financial Services Cloud and the Sales Cloud and Service Cloud product?

Do I have to buy separate Financial Services Cloud products for my different lines of business?

Can I upgrade Financial Services Cloud for Service at any time? Can I add more products later on?