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