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Learn moreFinancial 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.
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.
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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 |
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Client Financial Profile |
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Industry-Specific Data Models |
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OmniStudio |
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Actionable Segmentation |
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Service Process Studio |
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The Best of Salesforce for Sales |
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The Best of Salesforce for Service |
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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 |
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Industry-Specific Data Models |
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Client Financial Profile |
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Banker, Advisor, and Insurance Producer Consoles |
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Household and Relationship Groups |
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Actionable Relationship Center |
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Financial Accounts and Transactions |
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Life Events and Business Milestones |
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Cashflow Trends and Insights |
available to purchase | available to purchase | ||
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Income and Expense Trends and Insights |
available to purchase | available to purchase | ||
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Contextual Alerts |
available to purchase | available to purchase | ||
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Business Relationship Planning (B2B) |
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Financial Goals and Plans |
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Interest Tags |
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Actionable Segmentation |
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Interaction Summaries |
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Financial Deal Management |
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Einstein Activity Capture for Finanical Services |
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Tear Sheet Generation |
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Referral Management |
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Compliant Data Sharing |
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Branch and Practice Management |
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Financial Services Cloud Intelligence |
available for purchase | available for purchase | ||
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Onboarding Console Application |
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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 |
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CSR Console |
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Service Process Studio |
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Timeline and Engagements |
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Engagements |
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Audit Trail |
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Identity Verfication |
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Action Launcher |
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Service Process Library |
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Complaint Management |
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Banking & Insurance Self-Service Portal |
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Complaint Management Analytics |
available for purchase | available for purchase | ||
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Transaction Dispute Management |
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Case Management |
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Banking Self-Service Portal |
available for purchase | available for purchase | available for purchase | |
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Insurance Policy Self-Service Portal |
available for purchase | available for purchase | available for purchase | |
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Omni-Channel Routing |
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Knowledge Management |
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Service Contracts and Entitlements |
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Einstein Next Best Action |
5k requests PUPM | 5k requests PUPM | 5k requests PUPM |
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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 |
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Financial Services Cloud Intelligence |
available for purchase | available for purchase | ||
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Data Cloud |
available for purchase | available for purchase | ||
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Scheduler |
available for purchase | available for purchase | ||
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Slack — Enterprise Grid |
available for purchase | available for purchase | ||
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Sales Programs |
available for purchase | available for purchase | available for purchase | |
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Sales Planning |
available for purchase | available for purchase | available for purchase | |
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Salesforce Maps |
available for purchase | available for purchase | available for purchase | |
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Einstein for Sales |
available for purchase | available for purchase | available for purchase | |
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External Apps for Financial Services |
available for purchase | available for purchase | available for purchase | |
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Digital Engagement |
available for purchase | available for purchase | available for purchase | |
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Service Cloud Voice (BYOT) |
available for purchase | available for purchase | available for purchase | |
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Feedback Management |
available for purchase | available for purchase | available for purchase | |
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Einstein Conversation Insights |
available for purchase | available for purchase | available for purchase | |
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Einstein for Service |
available for purchase | available for purchase | available for purchase | |
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Customer Community for Financial Services |
available for purchase | available for purchase | available for purchase |
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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 |
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Data Consumption Framework |
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Integration Definitions |
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Standards-Based Banking APIs |
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MuleSoft Direct for Financial Services Cloud |
available for purchase | available for purchase | available for purchase | available for purchase |
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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 |
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Complaints Case Summaries |
available for purchase | available for purchase | available for purchase | |
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Transaction Dispute Acknowledgement Email |
available for purchase | available for purchase | available for purchase | |
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Transaction Dispute Resolution Email |
available for purchase | available for purchase | available for purchase | |
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Wealth Financial Goals & Plans Summary |
available for purchase | available for purchase | available for purchase | |
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Policyholder Account Summarizations |
available for purchase | available for purchase | ||
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Wealth Client Interaction Summaries |
available for purchase | available for purchase | available for purchase | |
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Claim Summaries |
available for purchase | available for purchase | available for purchase | |
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Business Relationship Plan Relationship Summaries |
available for purchase | available for purchase | available for purchase | |
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Business Relationship Plan Interaction Summaries |
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.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
Financial Services Cloud Intelligence
Drive predictable revenue with analytics and AI for organizations.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.
Next, choose the Success Plan that's right for you.
From resources to embedded experts, get the right level of support and expert guidance for your business.
Standard Success Plan
Learn at your own pace with free self-guided resources.
Included in all licenses.
- Online learning to upskill teams
- Global Trailblazer community
Premier Success Plan
Fast track your success now with easy and expert guidance.
30% of net license fees.
- Access to 24/7 support
- Expert coaching and education
- Tailored assessments
- Bundled with Unlimited Edition
Signature Success Plan
Maximize ROI with proactive, personalized expertise.
Contact your account executive.
- Designated Technical Account Manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
Maximize ROI with the world's #1 Success Ecosystem.
From support, expert guidance, and resources to our partner apps and experts, the Success Ecosystem is here to help you realize the full potential of your Salesforce investment.
Partners
Scale and grow with pre-built apps and expertise on AppExchange.
Professional Services
Accelerate time to value with unrivalled Salesforce expertise.
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.
Talk to an expert.
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Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
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 1-800-667-6389 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 1-800-667-6389 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 1-800-667-6389 to explore Financial Services Cloud for Sales and Service pricing and to see what works for your business.
