Financial Services Cloud Pricing
Professional Edition
Enterprise Edition
Unlimited Edition
Professional Edition
Professional Edition
(billed annually)
Enterprise Edition
Enterprise Edition
(billed annually)
Unlimited Edition
Unlimited Edition
(billed annually)
Financial advisors, community banks, insurance brokers, and other small businesses: Please contact us to discuss solutions that fit your needs.
Professional Edition
Enterprise Edition
Unlimited Edition
Professional Edition
Professional Edition
(billed annually)
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
Actionable Relationship Center
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Document Tracking and Approvals
Lightning Flows for Financial Services Cloud
Guided Residential Loan Application
Flexible Integration Options
Lead assignment and routing
Duplicate blocking
Web-to-lead capture
Customizable Sales Process
1 custom app per org Sales Console App
Sales 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
Next Best Action
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
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
Enterprise Edition
Enterprise Edition
(billed annually)
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
Actionable Relationship Center
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Action Plans
Document Tracking and Approvals
Lightning Flows for Financial Services Cloud
Guided Residential Loan Application
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
Sales 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
Next Best Action
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
Platform
Roles and Permissions
Record Types (Per Object)
Available for purchase Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and Approval
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
Unlimited Edition
Unlimited Edition
(billed annually)
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
Actionable Relationship Center
Client and Household Profiles
Client and Household List Filtering
Life Events
Intelligent Need-Based Referrals
Alerts/Notifications
Action Plans
Document Tracking and Approvals
Lightning Flows for Financial Services Cloud
Guided Residential Loan Application
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
Sales 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
Next Best Action
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
Platform
Roles and Permissions
Record Types (Per Object)
Developer Pro Sandbox
Developer Sandbox
Unlimited custom applications
Workflow and Approval
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
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Support and Success Plans
Financial Services Pricing FAQ
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
Canadian pricing available upon request
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