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
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts
Financial Goals
Wallet Share Calculations
Customizable Financial Rollup Summaries
Household and Relationship Groups
Relationship Map
Client and Household Profiles
Client and Household List Filtering
Referral Management
Flexible Integration Options
Alerts/Notifications
$ Chatbots***
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
1 Sales Console App
$ Lightning Dialer
Orders
Products and price books
Opportunity Management
Collaborative Forecasting
Mass e-mail
Campaign Management
$ Salesforce Engage
$ Pardot B2B Marketing Automation
$ Salesforce CPQ
$ Salesforce Billing
Lead registration
1 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
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders management
Knowledge (read-only)
$ Knowledge (Read-Write)
Asset management and product tracking
Social Customer Service
Account and contact management
Person Accounts
Lead Management
Task Management, Activity feed
Email templates
Salesforce Mobile App
Full Offline Mobile Functionality
$ Inbox Mobile App
Customizable Reports and Dashboards
Chatter
Files
Topics and Recommendations
Lightning Platform
5 Lightning Flow Automation (Flow + Process Builder)
Lightning App Builder
AppExchange
2 Customizable profiles and page layouts
2 Roles and Permissions
3 Record Types (Per Object)
$ Developer Pro Sandbox
Developer Sandbox
Data Storage per user
File Storage per user
Unlimited custom applications
$ Web Services API
Email integration with Outlook
$ Inbox Desktop Apps
Lightning Sync
Google Apps integration
Standard Success plan
Online case submission (two-day response)
$ Access to Premier Success resources
$ 24/7 toll-free support
$ Developer Support
$ Unlimited online training
$ Configuration services
$ Access to Accelerators
Financial Services Cloud Enterprise
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts
Financial Goals
Wallet Share Calculations
Customizable Financial Rollup Summaries
Household and Relationship Groups
Relationship Map
Client and Household Profiles
Client and Household List Filtering
Client Segmentation
Referral Management
Flexible Integration Options
Alerts/Notifications
Action Plans
Surveys**
$ Chatbots***
$ Einstein Analytics for Financial Services
$ Lightning Scheduler
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
Sales Teams
Calendar All
Sales Console App
$ Lightning Dialer
Orders
Products and price books
Opportunity Management
Opportunity Splits
$ Automated Contacts
$ Account Insights
$ Forecasting
$ Lead Scoring
$ Opportunity Insights
$ Automated Activity Capture
Enterprise territory management
Collaborative Forecasting
Mass e-mail
Campaign Management
$ Salesforce Engage
$ Pardot B2B Marketing Automation
$ Salesforce CPQ
$ Salesforce Billing
Lead registration
$ Partner Communities
$ Lightning Bolt solutions
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
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders management
Knowledge (read-only)
$ Knowledge (Read-Write)
Asset management and product tracking
Work order management
Social Customer Service
$ Messaging (LiveMessage)
$ Chat (Live Agent)
$ Chatbots***
$ Service Community
Help Center
$ Field Service Dispatch
$ Field Service Technician
$ Field Service Contractor Management
Account and contact management
Person Accounts
Lead Management
Task Management, Activity feed
Email templates
Salesforce Mobile App
Full Offline Mobile Functionality
$ Inbox Mobile App
Customizable Reports and Dashboards
Advanced reporting features
$ Sales Analytics
$ Service Analytics
Chatter
Files
Topics and Recommendations
Lightning Platform
Lightning Flow Automation (Flow + Process Builder)
Workflow and approval automation
Lightning App Builder
AppExchange
Customizable profiles and page layouts
Roles and Permissions
Record Types (Per Object)
1 Partial Sandbox
$ Full Sandbox
$ Developer Pro Sandbox
Developer Sandbox
Data Storage per user
File Storage per user
Unlimited custom applications
Salesforce Identity
Web Services API
Email integration with Outlook
$ Inbox Desktop Apps
Lightning Sync
Google Apps integration
Standard Success plan
Online case submission (two-day response)
$ Access to Premier Success resources
$ 24/7 toll-free support
$ Developer Support
$ Unlimited online training
$ Configuration services
$ Access to Accelerators
Financial Services Cloud Unlimited
B2C Client Data Model
Person and Business Accounts
Name: Roles-Based Console Apps
Financial Accounts
Financial Goals
Wallet Share Calculations
Customizable Financial Rollup Summaries
Household and Relationship Groups
Relationship Map
Client and Household Profiles
Client and Household List Filtering
Client Segmentation
Referral Management
Flexible Integration Options
Alerts/Notifications
Action Plans
Surveys**
$ Chatbots***
$ Einstein Analytics for Financial Services
$ Lightning Scheduler
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
Sales Teams
Calendar All
Sales Console App
$ Lightning Dialer
Orders
Products and price books
Opportunity Management
Opportunity Splits
$ Automated Contacts
$ Account Insights
$ Forecasting
$ Lead Scoring
$ Opportunity Insights
$ Automated Activity Capture
Enterprise territory management
Collaborative Forecasting
Mass e-mail
Campaign Management
$ Salesforce Engage
$ Pardot B2B Marketing Automation
$ Salesforce CPQ
$ Salesforce Billing
Lead registration
$ Partner Communities
$ Lightning Bolt solutions
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
Service contracts and entitlements
Computer Telephony Integration (CTI)
Orders management
Knowledge (read-only)
Knowledge (Read-Write)
Asset management and product tracking
Work order management
Social Customer Service
$ Messaging (LiveMessage)
Chat (Live Agent)
$ Chatbots***
$ Service Community
Help Center
$ Field Service Dispatch
$ Field Service Technician
$ Field Service Contractor Management
Account and contact management
Person Accounts
Lead Management
Task Management, Activity feed
Email templates
Salesforce Mobile App
Full Offline Mobile Functionality
$ Inbox Mobile App
Customizable Reports and Dashboards
Advanced reporting features
$ Sales Analytics
$ Service Analytics
Chatter
Files
Topics and Recommendations
Lightning Platform
Lightning Flow Automation (Flow + Process Builder)
Workflow and approval automation
Lightning App Builder
AppExchange
Customizable profiles and page layouts
Roles and Permissions
Record Types (Per Object)
1 Partial Sandbox
1 Full Sandbox
Developer Pro Sandbox
Developer Sandbox
Data Storage per user
File Storage per user
Unlimited custom applications
Salesforce Identity
Web Services API
Email integration with Outlook
$ Inbox Desktop Apps
Lightning Sync
Google Apps integration
Standard Success plan
Online case submission (two-day response)
Access to Premier Success resources
24/7 toll-free support
Developer Support
Unlimited online training
Configuration services
Access to Accelerators
**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.
