Marketing Cloud, Trailhead...
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.
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Starter – Enterprise Edition
Starter – Enterprise Edition
Market-leading CRM with purpose-built functionality for financial services firms.
$
225
USD/user/month*
(billed annually)
(billed annually)
Starter — Unlimited Edition
Starter — Unlimited Edition
Deeply customisable CRM, purpose-built for financial services firms.
$
375
USD/user/month*
(billed annually)
(billed annually)
Growth — Enterprise Edition
Growth — Enterprise Edition
Market-leading CRM built for financial services with more features to deepen client relationships.
$
300
USD/user/month*
(billed annually)
(billed annually)
Growth — Unlimited Edition
Growth — Unlimited Edition
Deeply customisable CRM for financial services with more features to deepen client relationships.
$
450
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.
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Starter – Enterprise Edition
Starter – Enterprise Edition
Market-leading CRM with purpose-built functionality for financial services firms.
$
225
USD/user/month*
(billed annually)
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Need-Based Referrals
Document Tracking and Approvals
Alerts/Notifications
Lightning Flows for Financial Services Cloud
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable 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
Service Console apps
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)
Additional $75 USD/user/month Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Service Orders
Asset management and product tracking
Work order management
Additional $75 USD/user/month Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
File Storage per user
Data Storage per user
Platform
Unlimited Record types (per object)
Available for purchase Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and Approvals
1 partial sandbox included per org Partial Sandbox
Available for purchase Full Sandbox
Salesforce Identity
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Starter — Unlimited Edition
Starter — Unlimited Edition
Deeply customisable CRM, purpose-built for financial services firms.
$
375
USD/user/month*
(billed annually)
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Need-Based Referrals
Document Tracking and Approvals
Alerts/Notifications
Lightning Flows for Financial Services Cloud
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable 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
Service Console apps
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)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Service Orders
Asset management and product tracking
Work order management
Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
File Storage per user
Data Storage per user
Platform
Unlimited Record types (per object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and Approvals
1 partial sandbox included per org Partial Sandbox
1 full sandbox included per org Full Sandbox
Salesforce Identity
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Growth — Enterprise Edition
Growth — Enterprise Edition
Market-leading CRM built for financial services with more features to deepen client relationships.
$
300
USD/user/month*
(billed annually)
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Need-Based Referrals
Document Tracking and Approvals
Alerts/Notifications
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Center
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable 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
Service Console apps
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)
Additional $75 USD/user/month Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Service Orders
Asset management and product tracking
Work order management
Additional $75 USD/user/month Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
File Storage per user
Data Storage per user
Platform
Unlimited Record types (per object)
Available for purchase Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and Approvals
1 partial sandbox included per org Partial Sandbox
Available for purchase Full Sandbox
Salesforce Identity
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Growth — Unlimited Edition
Growth — Unlimited Edition
Deeply customisable CRM for financial services with more features to deepen client relationships.
$
450
USD/user/month*
(billed annually)
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Need-Based Referrals
Document Tracking and Approvals
Alerts/Notifications
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Center
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable 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
Service Console apps
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)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Service Orders
Asset management and product tracking
Work order management
Chat (Live Agent)
Help Centre
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customisable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
File Storage per user
Data Storage per user
Platform
Unlimited Record types (per object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and Approvals
1 partial sandbox included per org Partial Sandbox
1 full sandbox included per org Full Sandbox
Salesforce Identity
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Compare editions and top features.
Starter – Enterprise Edition
$
225
USD/user/month*
Starter — Unlimited Edition
$
375
USD/user/month*
Growth — Enterprise Edition
$
300
USD/user/month*
Growth — Unlimited Edition
$
450
USD/user/month*
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Sales Cloud and Service Cloud Functionality
Client Financial Profile
Action Plans with Document Tracking and Approvals
Industry-Specific Business Processes and Capabilities for Relationship Management
High-Performance Rollup by Lookup (Data Processing Engine)
Compliant Data Sharing
Full Sandbox
Available for purchase
1 full sandbox included per org
Available for purchase
1 full sandbox included per org
Explore all features.
Starter – Enterprise Edition
$
225
USD/user/month*
Starter — Unlimited Edition
$
375
USD/user/month*
Growth — Enterprise Edition
$
300
USD/user/month*
Growth — Unlimited Edition
$
450
USD/user/month*
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household & Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Center
High Performance Rollup by Lookup (Data Processing Engine)
Client Segmentation
Branch and Practice Management
Interaction Summaries
Compliant Data Sharing
Financial Deal Management
Disclosure and Consent Management
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customisable 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
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Service Console apps
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
Additional $75 USD/user/month
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Service Orders
Asset management and product tracking
Work order management
Chat (Live Agent)
Additional $75 USD/user/month
Additional $75 USD/user/month
Help Centre
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Salesforce Mobile App
Full Offline Mobile Functionality
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Customisable Reports and Dashboards
Advanced reporting features
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Chatter
Files
Topics and Recommendations
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Lightning App Builder
AppExchange
Customisable Profiles and Page Layouts
Unlimited
Unlimited
Unlimited
Unlimited
Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Roles and Permissions
Record types (per object)
Unlimited
Unlimited
Unlimited
Unlimited
Developer Pro Sandbox
Available for purchase
Available for purchase
Developer Sandbox
Unlimited custom applications
Workflow and Approvals
Partial Sandbox
1 partial sandbox included per org
1 partial sandbox included per org
1 partial sandbox included per org
1 partial sandbox included per org
Full Sandbox
Available for purchase
1 full sandbox included per org
Available for purchase
1 full sandbox included per org
Salesforce Identity
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Support and Success Plans
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 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.
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 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl). 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 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl) 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 organisation.
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 800 1301 448 (Singapore), 800 967 655 (Hong Kong) or +65 6302 5700 (Intl) to see what works for your business.
* This edition requires an annual contract.
* Financial Services Cloud - Growth is also available in Professional Edition for $175 USD/user/month. Contact us for more details.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Questions? We’ll put you on the right path.
Ask about Salesforce products, pricing, implementation, or anything else. Our knowledgeable reps are standing by, ready to help. Or check out our Pricing and Packaging Guide to learn more.
