Salesforce Financial Services Cloud pricing
10 plans read from salesforce.com
Financial Services Cloud for Sales$325 a month annuallyper user · Enterprise Edition Read 30 Sep 2026 · salesforce.com
Financial Services Cloud for Service$325 a month annuallyper user · Enterprise Edition Read 30 Sep 2026 · salesforce.com
Financial Services Cloud Sales Core$325 a month Billed annuallyIndustry-specific data models · AI and Slack · Financial Goals and Plans Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Service Core$325 a month Billed annuallyIndustry-specific workflows · Service Process Studio · AI and Slack Read 21 Oct 2026 · salesforce.com
Financial Services Cloud for Sales and Services$350 a month annuallyper user · Enterprise Edition Read 30 Sep 2026 · salesforce.com
Financial Services Cloud Sales & Service Core$350 a month Sales and service data models · Financial Goals and Plans · AI and Slack Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Sales Max$700 a month Billed annuallyAgentforce for Industries · Performance Management · Digital Insurance and Digital Origination add-ons Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Service Max$700 a month Billed annuallyAgentforce for Industries · Contact Center Digital · Workforce and Quality Management Read 21 Oct 2026 · salesforce.com
Financial Services Cloud Agentforce 1 Sales$750 a month annuallyper user Read 30 Sep 2026 · salesforce.com
Financial Services Cloud Agentforce 1 Service$750 a month annuallyper user Read 30 Sep 2026 · salesforce.com
In short
- Salesforce Financial Services Cloud lists no free plan.
- A free trial is offered.
- Paid plans published: 10, from $325 a month.
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Salesboom | $14/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| 360 Relationships | — | No | No |
| Airwealth | — | No | No |
| Baker Hill NextGen CRM | — | No | No |
| Abrigo 360 View CRM | — | No | No |
| BankerBounty BRM | — | No | No |
| BE-terna CRM for Banking | — | No | No |