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Financial Services Cloud Pricing
Meet the world’s #1 CRM, reimagined for financial services.
Financial Services Cloud Professional
Financial Services Cloud Enterprise
Financial Services Cloud Unlimited
Financial Services Cloud Professional
Financial Services Cloud Professional
Financial Services Cloud Enterprise
Financial Services Cloud Enterprise
Financial Services Cloud Unlimited
Financial Services Cloud Unlimited
Financial advisors, community banks, insurance brokers, and other small businesses: please contact us for special pricing.
Financial Services Cloud Professional
Financial Services Cloud Enterprise
Financial Services Cloud Unlimited
Financial Services Cloud Professional
Financial Services Cloud Professional
Complete CRM for teams of any size in financial services.
Contact us for pricing
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts and Rollups
Financial Goals
Wallet Share Calculations
Household and Relationship Groups
Relationship Builder and Map
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Lightning Flows for Financial Services Cloud
Flexible Integration Options
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
1 custom app per org Sales Console App
Orders
Products and price books
Opportunity Management
Collaborative Forecasting
Mass e-mail
Campaign Management
Lead registration
1 custom app per org Service Console App(s)
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)
Orders management
Asset management and product tracking
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customizable Reports and Dashboards
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
2 profiles per org Customizable profiles and page layouts
5 process & 5 flows per org Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Lightning Platform
2 roles per org Roles and Permissions
3 types per object Record Types (Per Object)
Available for purchase Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
Financial Services Cloud Enterprise
Financial Services Cloud Enterprise
Deeply customizable CRM for financial services firms.
Contact us for pricing
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts and Rollups
Financial Goals
Wallet Share Calculations
Household and Relationship Groups
Relationship Builder and Map
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Action Plans
Lightning Flows for Financial Services Cloud
300 responses included Surveys
Client Segmentation
Flexible Integration Options
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
Sales Teams
Calendar All
Sales Console App
Orders
Products and price books
Opportunity Management
Opportunity Splits
Enterprise territory management
Collaborative Forecasting
Mass e-mail
Campaign Management
Lead registration
Service Console App(s)
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)
Orders management
Asset management and product tracking
Work order management
Additional $75 USD/user/month Chat (Live Agent)
Help Center
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customizable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Customizable profiles and page layouts
Unlimited Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Lightning Platform
Roles and Permissions
Record Types (Per Object)
Available for purchase Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and approval automation
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
Financial Services Cloud Unlimited
Financial Services Cloud Unlimited
Unlimited CRM power and support for financial services firms.
Contact us for pricing
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts and Rollups
Financial Goals
Wallet Share Calculations
Household and Relationship Groups
Relationship Builder and Map
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Action Plans
Lightning Flows for Financial Services Cloud
300 responses included Surveys
Client Segmentation
Flexible Integration Options
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
Sales Teams
Calendar All
Sales Console App
Orders
Products and price books
Opportunity Management
Opportunity Splits
Enterprise territory management
Collaborative Forecasting
Mass e-mail
Campaign Management
Lead registration
Service Console App(s)
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 Center
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customizable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Customizable profiles and page layouts
Unlimited Lightning Flow Automation (Flow + Process Builder)
File Storage per user
Data Storage per user
Lightning Platform
Roles and Permissions
Record Types (Per Object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and approval automation
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 features
Financial Services Cloud Professional
Contact us for pricing
Financial Services Cloud Enterprise
Contact us for pricing
Financial Services Cloud Unlimited
Contact us for pricing
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts and Rollups
Financial Goals
Wallet Share Calculations
Household and Relationship Groups
Relationship Builder and Map
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Action Plans
Lightning Flows for Financial Services Cloud
Surveys
300 responses included
300 responses included
Client Segmentation
Flexible Integration Options
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
Sales Teams
Calendar All
Sales Console App
1 custom app per org
Orders
Products and price books
Opportunity Management
Opportunity Splits
Enterprise territory management
Collaborative Forecasting
Mass e-mail
Campaign Management
Lead registration
Service Console App(s)
1 custom app per org
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)
Orders management
Asset management and product tracking
Work order management
Chat (Live Agent)
Additional $75 USD/user/month
Help Center
Account and contact management
Lead Management
Task Management, Activity feed
Email templates
Person Accounts
Salesforce Mobile App
Full Offline Mobile Functionality
Customizable Reports and Dashboards
Advanced reporting features
Chatter
Files
Topics and Recommendations
Lightning App Builder
AppExchange
Customizable profiles and page layouts
2 profiles per org
Lightning Flow Automation (Flow + Process Builder)
5 process & 5 flows per org
Unlimited
Unlimited
File Storage per user
Data Storage per user
Lightning Platform
Roles and Permissions
2 roles per org
Record Types (Per Object)
3 types per object
Developer Pro Sandbox
Available for purchase
Available for purchase
Developer Sandbox
Unlimited custom applications
Workflow and approval automation
Partial Sandbox
1 Partial Sandbox included per org
1 Partial Sandbox included per org
Full Sandbox
Available for purchase
1 Full Sandbox included per org
Salesforce Identity
Google Apps integration
Email integration with Outlook
Lightning Sync
Web Services API
*All per user products require an annual contract.
**Includes 5 Salesforce Survey Builder Licenses per org.
***25 bot conversations per user per month included with live agent, additional for other channels like messaging.
This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.
**Includes 5 Salesforce Survey Builder Licenses per org.
***25 bot conversations per user per month included with live agent, additional for other channels like messaging.
This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties.
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