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Financial Services Cloud for Sales 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.

Enterprise

The financial services CRM for sales with automation and AI.

$ 300
USD/User/Month
(USD (billed annually))
  • Industry-Specific Data Models using Sales Cloud Enterprise Edition as a foundation
  • Actionable Segmentation for Efficient Outreach
  • Financial Goals and Plans to Empower Your Customers’ Financial Success

Unlimited

The financial services CRM for sales with even more advanced capabilities and support.

$ 450
USD/User/Month
(USD (billed annually))
  • Built on Sales Cloud Unlimited Edition for more predictive AI
  • Additional automation capacity
  • Premier Success Plan and Full Sandbox

Compare editions and top features.

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Household and Relationship Groups

Client Financial Profile

Integrated Onboarding

Actionable Segmentation

OmniStudio

Business Rules Engine

Built-In AI

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Industry-Specific Data Models

Client Financial Profile

Banker, Advisor, and Insurance Producer Consoles

Household and Relationship Groups

Actionable Relationship Center

Financial Accounts and Transactions

Life Events and Business Milestones

Financial Goals and Plans

Interest Tags

Actionable Segmentation

Interaction Summaries

Einstein Activity Capture for Finanical Services

Tear Sheet Generation

Referral Management

Marketing Cloud Engagement for Financial Services

available for purchase available for purchase

Financial Deal Management

Compliant Data Sharing

Branch and Practice Management

Financial Services Cloud Intelligence

available for purchase available for purchase

Onboarding Console Application

KYC Data Model

Account, Contact, Lead, and Opportunity Management

Advanced Pipeline Management

Forecast Management

Built-In AI

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Discovery Framework

Record Alerts

Action Plans

Document Matrix

Disclosure and Consent Management

Document Tracking and Approvals

OmniStudio

FlexCards

Business Rules Engine

Document Generation

Data Processing Engine

Flow Builder

Unlimited Unlimited

Flow Orchestration

available for purchase available for purchase

Lightning App Builder

AppExchange

Customizable Profiles and Page Layouts

Unlimited Unlimited

Lightning Platform

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Data Consumption Framework

Integration Definitions

Standards-Based Banking APIs

MuleSoft Direct for Financial Services Cloud

available for purchase available for purchase

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.

Standard Success Plan

Learn at your own pace with free self-guided resources.

Included in all licenses.
  • Online learning to upskill teams
  • Global Trailblazer community

Premier Success Plan

Fast track your success now with easy and expert guidance.
30% of net license fees.
  • Access to 24/7 support
  • Expert coaching and education
  • Tailored assessments
  • Bundled with Unlimited Edition

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

Financial Services Cloud for Sales Pricing FAQ

The Financial Services Cloud - Einstein 1 for Sales Edition is available with Financial Services Cloud - Sales and Service. 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 1-800-667-6389 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 1-800-667-6389 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 AppExchange.  

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 1-800-667-6389 to explore Financial Services Cloud for Sales pricing and to see what works for your business.