Financial Services Cloud Sales Edition Pricing
Drive front-office productivity with a single space to grow trusted relationships.
First, choose the right Financial Services Cloud Sales edition for your business needs
Financial Services Cloud Sales Core
Foundational Financial Services CRM with AI and Slack for Sales
$
325
USD/User/Month
(Billed annually)
- Industry-specific data models built on Sales Cloud Core Edition
- Flex credits for AI, Agentforce, Slack Business+, Data, and more
- Actionable segmentation, Financial Goals and Plans for efficient customer outreach
Financial Services Cloud Sales Advanced
Financial Services CRM with advanced AI, Automation and Trusted Security for Sales.
$
500
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 Max
The most comprehensive Financial Services CRM for Sales - one edition that does it all.
$
700
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 also includes everything in corresponding editions of Sales Cloud, Core, and Advanced Editions.
Extend the power of Financial Services Cloud with these add-ons
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first 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.
Related Product
Process Compliance Navigator
Our connected compliance financial services software aligns your first, second, and third lines of defense, embedding controls directly into workflows to reduce errors and ensure you're audit ready anytime.
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
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.
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Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud Sales Edition Pricing FAQ
Financial Services Cloud Sales Max Edition (formerly Agentforce 1 Sales Edition) is purchased as an edition upgrade — contact your Account Executive, or see this page for more details.
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 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 pricing and to see what works for your business.
