Choose the right Financial Services Cloud products for your business needs, built with CRM + AI + Data + Trust.
Financial Services Cloud for Sales
- 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
Financial Services Cloud for Service
- 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
Financial Services Cloud for Sales and Service
- 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
Financial Services Cloud Agentforce 1 Sales
- Everything in Unlimited Edition, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
Financial Services Cloud Agentforce 1 Service
- Everything in Unlimited Edition, plus Digital Engagement, Scheduler, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
Choose the right insurance products for your business needs.
Digital Insurance
- Coverage and Insured Item Management
- Rate and Calculation Management
- Configuration and Workflow Rule Management
Policy Administration
- Everything in Policy Administration - Quoting, plus Process Policy Transactions
- Configure Policy Quotes
- Automate Policy Workflows
Insurance Claims Management
- Guided digital experiences for claims intake
- Automated workflows for claims adjudication
- A complete overview of claims financials and payments
Group Benefits
- Easy Census Management for Scalable Enrollment
- Accurate Quotes with Advance Rating Rules for Groups of Any Size
- Efficient Bulk Enrollment for Large Groups
Financial Services Cloud for Insurance Brokerages
- Insurance Brokerage-Specific Data Models and Workflows using Sales Cloud and Service Cloud Enterprise Edition as a Foundation
- Single Pane of Glass for Producers and Account Managers
- Commission Processing and Revenue Tracking
*This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Choose the right Digital Lending and Collections products to meet your end-to-end banking business needs.
Digital Lending
- Product Catalog and Salesforce Pricing
- Prebuilt Loan Applications
- Underwriter Console
Collections and Financial Recovery
- Collections Assistance
- Collections Automated Outreach
- Promise to Pay
Digital Lending:Additional loans are available as add-ons. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Collections and Financial Recovery:200 Collections Credits included. Additional Collections Credits available for purchase. Contact a sales representative for detailed pricing information.
Then, choose the Success Plan that’s right for your business.
With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a future with AI.
Standard Success Plan
- Access to Knowledge Articles, documentation, and Trailhead
- Global Trailblazer Community
Premier Success Plan
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Financial Services Cloud 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 1-800-664-9073 to discuss Financial Services Cloud 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 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, visitSuccess 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 Agentforce 360 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 pricing and to see what works for your business.
