Collections and Financial Recovery
From default prevention to payment collection - optimize your collections processes and increase financial recovery.
First, discover our Collections and Financial Recovery edition.
Financial Services Cloud Service Enterprise
Simplify your collections process & boost financial recovery
$
300
USD/Org/Month*
(Billed annually)
- Built on Service Cloud Enterprise Edition for more AI and chat capabilities
- Additional automation capacity
Financial Services Cloud Service Unlimited
Simplify your collections process & boost financial recovery
$
475
USD/User/Month
(Billed annually)
- Built on Service Cloud Unlimited Edition for more AI and chat capabilities
- Additional automation capacity
Financial Services Cloud Sales and Service Enterprise
Simplify your collections process & boost financial recovery
$
325
USD/User/Month
(Billed annually)
- Collections management-specific data models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation
- Additional automation capacity
Financial Services Cloud Sales and Service Unlimited
Simplify your collections process & boost financial recovery
$
500
USD/User/Month
(Billed annually)
- Collections Management
- Additional Collections
Financial Services Cloud Agentforce 1 Service
Simplify your collections process & boost financial recovery
$
750
USD/User/Month
(Billed annually)
- Everything in Unlimited plus Digital Engagement, Scheduler, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
Extend the power of Collections and Financial Recovery with these related apps and add-ons.
Financial Services Cloud Einstein 1 for Sales
The financial services CRM for sales with even more advanced capabilities and support.
Digital Lending
From point of sale to origination - simplify Lending on a flexible, customer centered platform
Financial Services Cloud Sales Unlimited Edition
The financial services CRM for sales with even more advanced capabilities and support.
Financial Services Cloud Service Unlimited Edition
The financial services CRM for service with built-in AI, chat, and 24/7 support.
Then, choose the Success Plan that’s right for your business.
With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licenses
- Access to Knowledge Articles, documentation, and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Find your path to AI success with the right experts and apps.
Professional Services and Salesforce Certified Partners provide services to get you started with data and ensure long-term success with AI. Depending on your unique business needs, engaging with either or both can maximize your ROI.
Professional Services
Realize value quickly and become self-sufficient with Salesforce.
Partners
Innovate and grow faster with pre-built apps and expertise on AppExchange.
Ready to take the next step with the world’s #1 AI 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.
Collections and Financial Recovery FAQs
Financial Services Cloud is world’s #1 AI CRM for financial services that unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Collections and Financial Recovery provides an end-to-end, AI-powered platform to optimize collections processes and increase financial recovery from default prevention to payment collection. Admins can extend prebuilt experiences to expand collections offerings and bring collections products to market quickly.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-667-6389 to explore Collections & FInancial Recovery pricing and to see what works for your business.
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 1-800-667-6389 to discuss options.
Collections & Financial Recovery is a $0 add-on SKU available for FSC Service Enterprise and Ulimited, Einstein 1 Service, FSC Sales and Service Enterprise and Unlimited editions. 200 monthly collections credits are included with additional collections credits available for purchase.
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 AppExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
The Financial Services Cloud license in Digital Lending is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licenses your organization has. Additional loans are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.