Financial Services Cloud Professional
Financial Services Cloud Enterprise
Financial Services Cloud Unlimited
Financial Services Cloud Professional
Financial Services Cloud Enterprise
Financial Services Cloud Unlimited
Financial Services Cloud Professional
Financial Services Cloud Enterprise
Financial Services Cloud Unlimited
Financial Services Cloud Professional
$ Additional Cost
B2C Client Data Model
Client and Household Profiles
Financial Goals
Wallet Share Calculations
Client and Household List Segmentation
Needs Assessment
Alerts/Notifications
Advisor Home Page
Household and Relationship Groups
Relationship Map
Financial Accounts (Wealth and Retail Banking)
Customizable Financial Rollup Summaries
Wealth Reports and Dashboards
Referral Management
Banker Console
Banking Data Model Extensions
Flexible Integration Options
Account and contact management
Case email auto-response
Case management
Chatter
Configurable Reports and Dashboards
CTI integration
Data Storage per user
Developer Sandbox
$ Developer Pro Sandbox
Email integration with Outlook
Google Apps integration
Knowledge (read-only)
$ Knowledge (read-write)
Lead Management
Opportunity tracking
Orders management
$ Salesforce CPQ
$ Sales Console App
Sales Teams
Salesforce Engage
$ Service Console app
Service contracts and entitlements
$ Social customer service pro
Social Customer Service starter pack
Task Management, Activity feed
Financial Services Cloud Enterprise
$ Additional Cost
Einstein Analytics for Financial Services Cloud
B2C Client Data Model
Client and Household Profiles
Financial Goals
Wallet Share Calculations
Client and Household List Segmentation
Needs Assessment
Alerts/Notifications
Advisor Home Page
Household and Relationship Groups
Relationship Map
Financial Accounts (Wealth and Retail Banking)
Customizable Financial Rollup Summaries
Wealth Reports and Dashboards
Referral Management
Banker Console
Banking Data Model Extensions
Flexible Integration Options
Account and contact management
Advanced case management
Case email auto-response
Case management
Chatter
Collaborative Forecasting
Configurable profiles and page layouts
Configurable Reports and Dashboards
CTI integration
Data Storage per user
Developer Sandbox
$ Developer Pro Sandbox
Email integration with Outlook
Enterprise territory management
$ Full Sandbox
Google Apps integration
Integration via web service API
Knowledge (read-only)
$ Knowledge (read-write)
Lead Management
Opportunity tracking
Orders management
1 Partial Sandbox
$ Salesforce CPQ
Salesforce Identity
Sales Console App
Sales Teams
Salesforce Engage
Service Console app
Service contracts and entitlements
$ Social customer service pro
Social Customer Service starter pack
Task Management, Activity feed
Workflow and approval automation
Financial Services Cloud Unlimited
$ Additional Cost
Einstein Analytics for Financial Services Cloud
B2C Client Data Model
Client and Household Profiles
Financial Goals
Wallet Share Calculations
Client and Household List Segmentation
Needs Assessment
Alerts/Notifications
Advisor Home Page
Household and Relationship Groups
Relationship Map
Financial Accounts (Wealth and Retail Banking)
Customizable Financial Rollup Summaries
Wealth Reports and Dashboards
Referral Management
Banker Console
Banking Data Model Extensions
Flexible Integration Options
24/7 toll-free support
Account and contact management
Advanced case management
Case email auto-response
Case management
Chatter
Collaborative Forecasting
Configurable profiles and page layouts
Configurable Reports and Dashboards
CTI integration
Data Storage per user
Developer Sandbox
Developer Pro Sandbox
Email integration with Outlook
Enterprise territory management
Full Sandbox
Google Apps integration
Integration via web service API
Knowledge (read-only)
Knowledge (read-write)
Lead Management
Opportunity tracking
Orders management
1 Partial Sandbox
$ Salesforce CPQ
Salesforce Identity
Sales Console App
Sales Teams
Salesforce Engage
Service Console app
Service contracts and entitlements
$ Social customer service pro
Social Customer Service starter pack
Task Management, Activity feed
Unlimited online training
Workflow and approval automation
This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.
