Maximize the value of Financial Services Cloud with specialized add-ons. From industry-specific tools and data intelligence to advanced automation and engagement layers, tailor your platform to meet every complex institutional need.
| Available with* | |
|---|---|
| Financial Services Cloud for Insurance Brokerages $0/user/month Get a complete view of the customer across producers and account managers. Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. |
Enterprise1,2 Unlimited1,2 Agentforce 1 Editions |
| Insurance Brokerage Credits $10,000/1,000 brokerage credits Get a complete view of the customer across producers and account managers with additional brokerage credits. |
Financial Services Cloud for Insurance Brokerages |
| Digital Insurance $180,000 per org/year (Billed annually) Enable all core insurance operations from a customer-centric platform. Digital Insurance includes allocations to get you started with Policy Administration ($1M Gross Written Premium (GWP)), Claims Management (10K credits), and Group Benefits (500K credits) in the base SKU. |
Enterprise Unlimited Agentforce 1 Editions |
| Policy Administration $75,000 per $5 million GWP — Gross Written Premium (Billed annually) Manage the entire policy lifecycle on a unified, digital-first insurance platform. |
Digital Insurance |
| Claims Management $50,000 per 50,000 Claims Management Credits Digitally manage the entire claims lifecycle spanning peril-centric intake, auto adjudication, managing reserves, and payment. |
Digital Insurance |
| Group Benefits $60,000 per 3 million Group Benefits Credits Automate your entire group benefits value chain on a single platform for faster speed to market. |
Digital Insurance |
1 Financial Services Cloud Service Enterprise and Unlimited editions.
2 Financial Services Cloud Sales and Service Enterprise and Unlimited editions
| Available with* | |
|---|---|
| Digital Origination $175,000 year/org From point of sale to origination — simplify multiproduct lending journeys on a flexible, customer-centered platform. |
Enterprise Unlimited Agentforce 1 Editions |
| Digital Origination Additional Applications $6,000/1,000 additional applications Simplify Origination on a flexible, customer centered platform with additional origination applications. |
Digital Origination |
| Available with* | |
|---|---|
| Collections and Recovery $0/user/month AI-powered platform to proactively engage borrowers, empower agents with real-time guidance, and maximize financial recovery from end to end. |
Enterprise Unlimited Agentforce 1 Editions |
| Collections Credits $1,000/1000 credits/term Optimize your collections processes and increase financial recovery with additional collections credits. |
Collections and Recovery |
| Available with* | |
|---|---|
| Compliance Admin $125/user/month Built for compliance teams and business process owners. It provides full access to ingest regulations define policies and build the automated controls that actively govern your entire enterprise. |
Process Compliance Navigator |
| Compliance Base User $20/user/month Built for frontline execution teams. It embeds active governance directly into their daily workflows ensuring actions are continuously monitored and prevented from violating policy in real time.. |
Process Compliance Navigator Included with PCN + Agentforce 1 Edition |
| Available with* | |
|---|---|
| Agentforce for Financial Services Cloud $150/user/month Supercharge productivity with powerful AI capabilities, purpose-built for Financial Services Cloud. |
Enterprise Unlimited Agentforce 1 Editions |
| Financial Services Cloud Intelligence + Tableau $250/user/month** Scale process automation with additional calls. |
Enterprise Unlimited Agentforce 1 Editions |
| Financial Insights Usage Add-On Request a Quote Prebuilt contextual alerts for Financial Services Cloud Intelligence. |
Enterprise Unlimited Agentforce 1 Editions |
| CRM Analytics for Financial Services Cloud $165/user/month** Get prebuilt, customizable financial services-specific AI-powered analytics. |
Enterprise Unlimited Agentforce 1 Editions |
| Intelligent Document Reader $0 Increase efficiency by automatically extracting forms data into Financial Services Cloud. |
Enterprise Unlimited Agentforce 1 Editions |
| Agentforce Financial Services Intelligence $250/user/month* Purpose-built analytics and AI for Financial Services Cloud. Includes 600 Financial Insights credits. |
Enterprise Unlimited Agentforce 1 Editions |
| Financial Insights Usage Add-On $1,000/10,000 Financial Insights Credits Prebuilt contextual alerts for Financial Services Cloud Intelligence. |
Enterprise Unlimited Agentforce 1 Editions |
| Einstein Bots $50/100 conversations/month** Provide customers with intelligent, self-service bots that help place travel notifications and report lost credit cards. |
Enterprise Unlimited Agentforce 1 Editions |
| Data 360 Flex Credits $500/ 100k Flex Credits Credits can be used for any Data 360 action. Pay your way- pre-purchase, pay-go, and pre-commit options available. Seamlessly transfer your Flex Credits between Data 360 and Agentforce. |
Enterprise Unlimited Agentforce 1 Editions |
| Customer Lifecycle Analytics $165/user/month* Powered by CRM Analytics, dive deeper into survey performance and response data. Requires Salesforce Surveys response pack. |
Enterprise Unlimited Agentforce 1 Editions |
| MuleSoft Integration - Anypoint Quickstart Request a Quote Connect to legacy and third-party systems using industry-standard integrations with MuleSoft Direct for Financial Services Cloud. |
Enterprise Unlimited Agentforce 1 Editions |
| Available with* | |
|---|---|
| OmniStudio — 200,000 Additional Calls $10,000/org/month Scale process automation with additional calls. |
Enterprise Unlimited Agentforce 1 Editions |
| Business Rules Engine Calls — 100,000 Additional Calls $10,000/org/month Configure sophisticated rating procedures with factor tables, functions, and arithmetic. |
Enterprise Unlimited Agentforce 1 Editions |
| Salesforce Scheduler $25/user/month* or $15/asset/month** Book customer appointments with the right specialist at the right time and place. |
Enterprise Unlimited Agentforce 1 Editions |
| Shield 30% of net spend Meet compliance and industry regulations by protecting, monitoring, and retaining critical Salesforce data. |
Enterprise Unlimited Agentforce 1 Editions |
| Available with* | |
|---|---|
| Experience Cloud for Financial Services Cloud $35/member/month or $15/login/month Build robust client-facing sites and portals with full data sharing and reporting access. |
Enterprise Unlimited Agentforce 1 Editions |
| Business Rules Engine Calls — 100,000 Additional Calls $10,000/org/month Configure sophisticated rating procedures with factor tables, functions, and arithmetic. |
Enterprise Unlimited Agentforce 1 Editions |
| Salesforce Surveys Response Pack $300/1,000 responses Continue gathering feedback across all meaningful touch points. |
Enterprise Unlimited Agentforce 1 Editions |
| Digital Engagement $ 75/user/month** Reach customers across every digital channel. |
Enterprise Unlimited Agentforce 1 Editions |
* Enterprise - Includes Financial Services Cloud Sales Enterprise, Financial Services Cloud Service Enterprise & Financial Services Cloud Sales & Service Enterprise
* Unlimited - Includes Financial Services Cloud Sales Unlimited, Financial Services Cloud Service Unlimited & Financial Services Cloud Sales & Service Unlimited
* Agentforce 1 Editions - Includes Financial Services Cloud Agentforce 1 Sales & Financial Services Cloud Agentforce 1 Service
**Total cost billed annually. All prices in USD.
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