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Financial Services Cloud for Service Pricing

Everything you need to provide service that customers love, at scale.

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

Enterprise

The financial services CRM for service with built-in AI.

$ 300
USD/User/Month
(USD (billed annually))
  • Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
  • Easy-to-Use CSR Console for Single Pane of Glass
  • Service Process Studio for Low-Code Customization

Unlimited

The financial services CRM for service with built-in AI, chat, and 24/7 support.

$ 475
USD/User/Month
(USD (billed annually))
  • Built on Service Cloud Unlimited Edition for more AI and Chat capabilities
  • Additional automation capacity
  • Premier Success Plan and Full Sandbox

Compare editions and top features.

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

CSR Console

Service Process Studio

Service Process Library

Self-Service Portal

available for purchase available for purchase

Data Consumption Framework

Standards-Based Banking APIs

Complaint Management

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

CSR Console

Industry-Specific Data Models

Client Financial Profile

Banker, Advisor, and Insurance Producer Consoles

Household and Relationship Groups

Financial Accounts and Transactions

Timeline

Engagements

Audit Trail

Identity Verfication

Action Launcher

Service Process Studio

Service Process Library

Complaint Management

Transaction Dispute Management

Self-Service Portal

available for purchase available for purchase

Complaint Management Analytics

available for purchase available for purchase

Case Management

Omni-Channel Routing

Knowledge Management

Service Contracts and Entitlements

Einstein Next Best Action

5k requests PUPM

Enterprise

$ 300

user/month

Unlimited

$ 475

user/month

Discovery Framework

Record Alerts

Action Plans

Document Matrix

Disclosure and Consent Management

Document Tracking and Approvals

KYC Data Model

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

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 for Service Pricing FAQ

The Financial Services Cloud - Einstein 1 for Service 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 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 Service pricing and to see what works for your business.