New features

See what’s new with Financial Services Cloud.



The Winter ’18 Release is here.

Get greater insights into financial accounts, drive rollups to multiple joint owners, and more with the world’s #1 CRM, reimagined for financial services.

Financial Services Cloud for Retail Banking

Increase banker productivity and be the bank your customers love.

Financial Services Cloud for Banking increases productivity and visibility into customer needs with new objects and rollups, a powerful Banker Lightning Console, and a packaged Personal Banker profile. This out-of-the-box functionality reduces time-to-value. Integrations to best-of-breed operational banking systems enable end-to-end digital transformation.

Customizable Financial Accounts and Rollups

Supercharge financial accounts with customized views and rollups.

Admins can now customize financial accounts to surface the most relevant client information to users. Plus, the enhanced rollup capability gives admins the flexibility to configure custom rollup rules for financial accounts and create rollups to multiple joint owners.

Intelligent Needs-Based Referrals and Scoring

Intelligently source, track and prioritize referrals across different lines of business.

With Intelligent Needs-Based Referrals and Scoring, financial institutions can manage a seamless and scalable referral process across multiple lines of business. Now you can source, intelligently score, prioritize and convert referrals in a simple flow. Advisors and bankers can even identify top referrers, as well as track their own referral activity all in one holistic view.

New features

See what’s new with Health Cloud.



The Winter ’18 Release is here. Check out all our newest features.

Discover increased productivity, improve collaboration, and more on the CRM platform you know and trust.

Health Cloud Lightning Console

Take care team productivity to the next level.

The power of Lightning is now inside Salesforce Health Cloud. This upgrade improves performance and speed, especially when working across Salesforce Customer 360. Lightning also gives you the ability to customize your workflow with Lightning components and apps so you can get more done, faster.

Health Cloud Empower Timeline

Improve collaboration across the entire care team, from physicians to family.

The Householding Map allows care coordinators to view all of a patient’s relationships, from physicians to family members. Improve your team’s ability to work together across different care plans to support patients more holistically. And empower families to support patients at every step of their care journey.

Householding Map

See all your health events, in one location, on any device.

With Health Cloud Empower Timeline, caregivers can view a patient’s health history, including clinical and nonclinical events, from any device. Empower the entire care team, including patients, to keep track of their care from anywhere.