Salesforce & Mastercard Transform Transaction Disputes: Trust & Speed.

Learn more

Financial Services Cloud for Sales and Service Pricing

Get a complete view of the customer across sales and service.

First, choose the right Financial Services Cloud edition for your business needs.

Sales and Service - Enterprise

The full Customer 360 experience spanning sales and service.

$ 325
USD/User/Month
(USD (billed annually))
  • Industry-Specific Data Models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation
  • Financial Goals and Plans to Empower Your Customers’ Financial Success
  • Service Process Studio for Low-Code Customization

Sales and Service - Unlimited

The financial services CRM with automation and AI.

$ 500
USD/User/Month
(USD (billed annually))
  • Built on Sales Cloud and Service Cloud Unlimited Edition for more AI and Chat capabilities
  • Additional automation capacity
  • Premier Success Plan and Full Sandbox

Einstein 1 for Sales

The best of Salesforce Sales for bankers, advisors, and brokers.
$ 700
USD/User/Month
(USD (billed annually))
  • Everything in Unlimited, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack
  • Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
  • Additional Einstein AI Requests

Einstein 1 for Service

The best of Salesforce Service for financial services, contact centers, and service operations.
$ 700
USD/User/Month
(USD (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
  • Additional Einstein AI Requests

Compare editions and top features.

Sales and Service - Enterprise

$ 325

user/month

Sales and Service - Unlimited

$ 500

user/month

Einstein 1 for Sales

$ 700

user/month

Einstein 1 for Service

$ 700

user/month

Client Financial Profile

Industry-Specific Data Models

OmniStudio

Actionable Segmentation

Service Process Studio

The Best of Salesforce for Sales

The Best of Salesforce for Service

Sales and Service - Enterprise

$ 325

user/month

Sales and Service - Unlimited

$ 500

user/month

Einstein 1 for Sales

$ 700

user/month

Einstein 1 for Service

$ 700

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

Forecast Management

Advanced Pipeline Management

Built-In AI

Sales and Service - Enterprise

$ 325

user/month

Sales and Service - Unlimited

$ 500

user/month

Einstein 1 for Sales

$ 700

user/month

Einstein 1 for Service

$ 700

user/month

CSR Console

Timeline

Service Process Studio

Engagements

Audit Trail

Identity Verfication

Action Launcher

Service Process Library

Complaint Management

Complaint Management Analytics

available for purchase available for purchase

Transaction Dispute Management

Self-Service Portal

available for purchase available for purchase available for purchase

Case Management

Omni-Channel Routing

Knowledge Management

Service Contracts and Entitlements

Einstein Next Best Action

5k requests PUPM 5k requests PUPM 5k requests PUPM

Sales and Service - Enterprise

$ 325

user/month

Sales and Service - Unlimited

$ 500

user/month

Einstein 1 for Sales

$ 700

user/month

Einstein 1 for Service

$ 700

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 Unlimited Unlimited

Flow Orchestration

available for purchase available for purchase available for purchase available for purchase

Lightning App Builder

AppExchange

Customizable Profiles and Page Layouts

Unlimited Unlimited Unlimited Unlimited

Lightning Platform

Sales and Service - Enterprise

$ 325

user/month

Sales and Service - Unlimited

$ 500

user/month

Einstein 1 for Sales

$ 700

user/month

Einstein 1 for Service

$ 700

user/month

Data Consumption Framework

Integration Definitions

Standards-Based Banking APIs

MuleSoft Direct for Financial Services Cloud

available for purchase available for purchase available for purchase available for purchase

Sales and Service - Enterprise

$ 325

user/month

Sales and Service - Unlimited

$ 500

user/month

Einstein 1 for Sales

$ 700

user/month

Einstein 1 for Service

$ 700

user/month

Financial Services Cloud Intelligence

available for purchase available for purchase

Data Cloud

available for purchase available for purchase

Scheduler

available for purchase available for purchase

Slack — Enterprise Grid

available for purchase available for purchase

Sales Programs

available for purchase available for purchase available for purchase

Sales Planning

available for purchase available for purchase available for purchase

Salesforce Maps

available for purchase available for purchase available for purchase

Einstein for Sales

available for purchase available for purchase available for purchase

External Apps for Financial Services

available for purchase available for purchase available for purchase

Digital Engagement

available for purchase available for purchase available for purchase

Service Cloud Voice (BYOT)

available for purchase available for purchase available for purchase

Service Cloud Einstein

available for purchase available for purchase available for purchase

Feedback Management

available for purchase available for purchase available for purchase

Einstein Conversation Insights

available for purchase available for purchase available for purchase

Einstein for Service

available for purchase available for purchase available for purchase

Customer Community for Financial Services

available for purchase 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

Maximize ROI with the world's #1 Success Ecosystem.

From support, expert guidance, and resources to our partner apps and experts, the Success Ecosystem is here to help you realize the full potential of your Salesforce investment.

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