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
user/month
USD (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 Customisation
Sales and Service - Unlimited
The financial services CRM with automation and AI.
$
500
user/month
USD (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 for Sales
The best of Salesforce Sales for bankers, advisors, and brokers.
$
700
user/month
USD (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 for Service
The best of Salesforce Service for financial services, contact centres, and service operations.
$
700
user/month
USD (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.
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
Personalise customer experiences and optimise each campaign with data-first enterprise solutions for any channel and device.
Financial Services Cloud Intelligence
Drive predictable revenue with analytics and AI for organisations.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.
Experience Cloud
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
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
Maximise ROI with proactive, personalised expertise.
Contact your account executive.
- Designated Technical Account Manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
Maximise 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 realise 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.
Tell us a bit more so the right person can reach out faster.
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 1800-420-7332 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 1800-420-7332 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 customisations 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 1800-420-7332 to explore Financial Services Cloud for Sales and Service pricing and to see what works for your business.
