Maximize the value of Financial Services Cloud with specialized add-ons. From industry-specific tools and data intelligence to advanced automation and engagement layers, tailor your platform to meet every complex institutional need.
Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything.
*Total cost billed annually. All prices in USD.
| Financial Services Cloud Core Edition | Financial Services Cloud Advanced Edition | Financial Services Cloud Max Edition | |
|---|---|---|---|
| Agentforce for Financial Services Cloud $150/user/month Supercharge productivity with powerful AI capabilities, purpose-built for Financial Services Cloud. |
Available for purchase | Available for purchase | Included |
| Flow Orchestration $1/orchestration run/org Create multistep processes that interact with multiple users. |
Available for purchase | Available for purchase | Available for purchase |
| Financial Services Cloud Intelligence $250/user/month* Purpose-built analytics and AI for Financial Services Cloud. Includes 600 Financial Insights credits. |
Available for purchase | Available for purchase | Available for purchase |
| CRM Analytics for Financial Services Cloud $165/user/month* Get prebuilt, customizable financial services-specific AI-powered analytics. |
Available for purchase | Available for purchase | Available for purchase |
| Experience Cloud for Financial Services Cloud $10/member/month or $4/login/month Launch simple client-facing sites and portals that use industry data models, components, flows, and templates. |
Available for purchase | Available for purchase | Available for purchase |
| Experience Cloud+ for Financial Services Cloud $35/member/month or $15/login/month Build robust client-facing sites and portals with full data sharing and reporting access. |
Available for purchase | Available for purchase | Available for purchase |
| Partner Ecosystem Management for Financial Services Cloud $75/member/month or $30/login/month Build fully featured partner-facing sites and portals that use both the sales and industry data models, components, flows, and templates. |
Available for purchase | Available for purchase | Available for purchase |
| Intelligent Document Reader $0 Increase efficiency by automatically extracting forms data into Financial Services Cloud. |
Available for purchase | Available for purchase | Available for purchase |
| Salesforce Scheduler $25/user/month* or $15/asset/month* Book customer appointments with the right specialist at the right time and place. |
Available for purchase | Available for purchase | Included |
| Shield 30% of net spend Meet compliance and industry regulations by protecting, monitoring, and retaining critical Salesforce data. |
Available for purchase | Available for purchase | Available for purchase |
| Digital Engagement $75/user/month* Reach customers across every digital channel. |
Available for purchase | Available for purchase | Included |
| Collections and Recovery $0/user/month Financial Services Cloud for Insurance Brokerages is available with Service editions, Sales and Service editions, and all Agentforce 1 Editions. |
Not applicable | Included | Included |
| Collections Credits $1000/1000 credits/term Optimize your collections processes and increase financial recovery with additional collections credits. |
Not applicable | Available for purchase | Available for purchase |
| Salesforce Feedback Management — Growth $46,000/org/month* Automate and analyze feedback at every stage of a customer journey. |
Available for purchase | Available for purchase | Included |
| Salesforce Feedback Management — Starter $13,500/org/month* Improve customer experiences with unified feedback. |
Available for purchase | Available for purchase | Included |
| Customer Lifecycle Analytics $165/user/month* Powered by CRM Analytics, dive deeper into survey performance and response data. Requires Salesforce Surveys response pack. |
Available for purchase | Available for purchase | Available for purchase |
| Salesforce Surveys Response Pack $300/1,000 responses Continue gathering feedback across all meaningful touchpoints. |
Available for purchase | Available for purchase | Available for purchase |
Drive core insurance processes with modern digital experiences across the end-to-end policy lifecycle, on a unified customer-centric platform.
*Total cost billed annually. All prices in USD.
| Financial Services Cloud Core Edition | Financial Services Cloud Advanced Edition | Financial Services Cloud Max Edition | |
|---|---|---|---|
| Financial Services Cloud for Insurance Brokerages $0/user/month Financial Services Cloud for Insurance Brokerages is available with Service editions, Sales and Service editions, and all Agentforce 1 Editions. |
Not applicable |
Included | Included |
| Insurance Brokerage Credits $10,000/1,000 brokerage credits Get a complete view of the customer across producers and account managers with additional brokerage credits. |
Not applicable | Available for purchase | Available for purchase |
| Digital Insurance $180,000 per org/year (Billed annually) Deliver real-time digital quoting, end-to-end policy management, and product and rating management. Enable all core insurance operations from a customer-centric platform. |
Available for purchase | Available for purchase | Included |
| Policy Administration $75,000 per $5 million GWP — Gross Written Premium (Billed annually) Manage the entire policy lifecycle on a unified, digital-first insurance platform. |
Available for purchase | Available for purchase | Available for purchase |
| Claims Management $50,000 per 50,000 Claims Management Credits Digitally manage the entire claims lifecycle spanning peril-centric intake, auto adjudication, managing reserves, and payment. |
Available for purchase | Available for purchase | Available for purchase |
| Group Benefits $60,000 per 3 million Group Benefits Credits Automate your entire group benefits value chain on a single platform for faster speed to market. |
Available for purchase | Available for purchase | Available for purchase |
From point of sale to origination - simplify lending & deposit account origination through a flexible, AI-powered solution.
*Total cost billed annually. All prices in USD.
**Per user products require an annual contract and are billed annually.
| Financial Services Cloud Core Edition | Financial Services Cloud Advanced Edition | Financial Services Cloud Max Edition | |
|---|---|---|---|
| Digital Origination $175,000 year/org From point of sale to origination — simplify multiproduct lending journeys on a flexible, customer-centered platform. |
Available for purchase | Available for purchase | Included (FSC Sales/Sales & Service Max Editions) |
| Digital Origination Additional Applications $6,000/1,000 additional applications Simplify Origination on a flexible, customer centered platform with additional Origination applications. |
Available for purchase | Available for purchase | Available for purchase |
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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