Financial Services Cloud Pricing
Starter – Enterprise Edition
Starter — Unlimited Edition
Growth — Enterprise Edition
Growth — Unlimited Edition
Starter – Enterprise Edition
Starter – Enterprise Edition
(billed annually)
Starter — Unlimited Edition
Starter — Unlimited Edition
(billed annually)
Growth — Enterprise Edition
Growth — Enterprise Edition
(billed annually)
Growth — Unlimited Edition
Growth — Unlimited Edition
(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
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household and Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Actionable Relationship Centre Builder
KYC Data Model
Integration Definitions
Data Consumption Framework
MuleSoft Direct
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
Available for purchase Inbox
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
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 $105 AUD/user/month Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders Management
Asset management and product tracking
Work order management
Additional $105 AUD/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
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
100,000 calls per org per month OmniStudio Calls
10,000 calls per org per month Business Rules Engine Calls
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
Unlimited Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Unlimited Roles and Permissions
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
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household and Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Actionable Relationship Centre Builder
KYC Data Model
Integration Definitions
Data Consumption Framework
MuleSoft Direct
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
Inbox
Sales Engagement
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
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)
Orders Management
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
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
1,000,000 calls per org per month OmniStudio Calls
50,000 calls per org per month Business Rules Engine Calls
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
Unlimited Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Unlimited Roles and Permissions
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
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household and Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Centre
Actionable Relationship Centre Builder
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
KYC Data Model
Tear Sheet Generation
Discovery Framework
Einstein Activity Capture for Financial Services Cloud
Integration Definitions
Data Consumption Framework
Actionable Segmentation
MuleSoft Direct
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
Available for purchase Inbox
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
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 $105 AUD/user/month Knowledge (read-write)
Social Customer Service
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders Management
Asset management and product tracking
Work order management
Additional $105 AUD/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
Financial Services Cloud for Slack
Chatter
Files
Topics and Recommendations
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
100,000 calls per org per month OmniStudio Calls
10,000 calls per org per month Business Rules Engine Calls
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
Unlimited Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Unlimited Roles and Permissions
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
(billed annually)
Client Financial Profile
Insurance Data Model (Personal, Commercial, and Group)
Insurance Agent, CSR, and Performance Management Dashboards
Roles-Based Console Apps
Household and Relationship Groups
Rollup by Lookup (Classic)
Life Events and Business Milestones
Interest Tags
Need-Based Referrals
Action Plans
Document Tracking and Approvals
Alerts/Notifications
Record Alerts
Lightning Flows for Financial Services Cloud
Mortgage Data Model
Mortgage Business APIs
Actionable Relationship Centre
Actionable Relationship Centre Builder
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
KYC Data Model
Tear Sheet Generation
Discovery Framework
Einstein Activity Capture for Financial Services Cloud
Integration Definitions
Data Consumption Framework
Actionable Segmentation
MuleSoft Direct
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
Inbox
Sales Engagement
Action Launcher
Service Process Studio
Automation Templates: Service
Engagements
Timeline
Identity Verification
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)
Orders Management
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
Financial Services Cloud for Slack
Chatter
Files
Topics and Recommendations
OmniStudio
FlexCards
Decision Tables
Business Rules Engine
Document Generation
Data Processing Engine
1,000,000 calls per org per month OmniStudio Calls
50,000 calls per org per month Business Rules Engine Calls
Lightning App Builder
AppExchange
Unlimited Customisable Profiles and Page Layouts
Unlimited Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Platform
Unlimited Roles and Permissions
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