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Learn moreFinancial Services Cloud Sales & Service Edition Pricing
Get a complete view of the customer across Sales & Service edition.
First, choose the right Financial Services Cloud edition for your business needs
Financial Services Cloud Sales & Service Core
Foundational Financial Services CRM with AI and Slack for Sales & Service.
$
350
USD/User/Month
(Billed annually)
- Industry-specific data models and workflows on Sales & Service Cloud Core Edition
- Financial Goals and Plans to empower your customers' financial success
- Flex credits for AI, Agentforce, Slack Business+, Data, and more
Financial Services Cloud Sales & Service Advanced
Financial Services CRM with advanced AI, Automation and Trusted Security Sales & Service.
$
525
USD/User/Month
(Billed annually)
- Everything in Core, plus more AI, automation, and security
- Full Sandbox, Backup & Recovery, Archive, Data Detect, Security Center
- Premier Success Plan for expert guidance and faster time-to-value
- Includes Insurance Brokerages and Collections and Financial Recovery
Financial Services Cloud Sales & Service Max Edition
The most comprehensive Financial Services CRM for Sales & Service - one edition that does it all.
$
725
USD/User/Month
(Billed annually)
- Everything in Advanced, plus the full Agentforce for Industries suite
- Performance Management, Scheduler, Enablement, and Slack team collaboration
- Connect Salesforce and external data via Data Cloud and FSC Intelligence
- Includes Digital Insurance & Digital Origination Add-ons
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Financial Services Cloud Sales and Service also includes everything in corresponding editions of Sales Cloud and Service Cloud, Core and Advanced Editions. For a comprehensive list of features, please visit our Sales Cloud pricing page and Service Cloud pricing page.
Extend the power of Financial Services Cloud with these related apps and add-ons.
Data 360
Activate all your customer data across Salesforce applications.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
Financial Services Cloud Intelligence
Drive predictable revenue with analytics and AI for organizations.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.
Next, choose the Success Plan that's right for you
From resources to embedded experts, get the right level of support and expert guidance for your business.
Premier Success Plan
Fast-track your success now with easy and expert guidance.
Included in all licenses
- Access to 24/7 support
- Expert coaching and education
- Tailored assessments
Signature Success Plan
Maximize ROI with proactive, personalized expertise.
Contact your account executive
- Designated technical account manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
Find your path to AI success with the right experts and apps
Leverage Professional Services and Salesforce Certified Partners for the expertise, agents, and apps needed to unlock your data and secure long-term AI success. Depending on your unique needs, engaging one or both can maximize your ROI.
Professional Services
Realize value quickly and become self-sufficient with Salesforce.
Partners
Connect with agents, apps, and experts to build and grow your business with AI and Salesforce.
Ready to take the next step with the world's #1 Agentic CRM for financial services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud Sales & Service Edition Pricing FAQ
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss Financial Services Cloud for Sales and Service pricing and the kind of products you’re looking to add.
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 1-800-664-9073 to discuss options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AgentExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
Financial Services Cloud comes out of the box with all the features in Sales Cloud and Service Cloud, plus an industry-specific data model, objects, and capabilities. Built on the Salesforce Platform, Financial Services Cloud delivers speed to value and continuous, relevant innovation so financial services firms can save time and money on customizations as well as accelerate business growth.
Whether you are a part of a wealth management firm, insurance company, or bank, Financial Services Cloud is one product that unifies customer experiences across consumer and commercial lines of business.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud Sales & Service Edition pricing and to see what works for your business.
