How to Select the Right

Financial Services Cloud Edition

B
uilt on the world’s #1 CRM platform, Financial Services Cloud enables financial services institutions and insurers to build trusted
relationships by unifying the customer experience across channels, geographies, and lines of business — both consumer and
commercial. With purpose-built industry functionality and all the capabilities of Sales Cloud and Service Cloud, financial services
firms can increase employee productivity, accelerate time to value, and deepen customer trust with every interaction.

Anyone with an internet connection can access Financial Services Cloud — no 33,000 agents and advisors at
hardware or software required. And as your business grows, you can easily
Transamerica deployed Financial
add seats or upgrade to a more robust edition with zero downtime.
Services Cloud in just 12 weeks.

Choose the Financial Services Cloud Edition That’s Right for Your Business

Financial Services Cloud Financial Services Cloud Financial Services Cloud

Professional Enterprise Unlimited
Complete CRM for teams of any Deeply customizable CRM for Unlimited CRM power and support
size in financial services. financial services firms. for financial services firms.

$150 $300 $450

USD USD USD
USD/USER/MONTH* USD/USER/MONTH* USD/USER/MONTH*
(BILLED ANNUALLY) (BILLED ANNUALLY) (BILLED ANNUALLY)

* This edition requires an annual contract.

Professional Enterprise Unlimited

Financial Services Cloud

B2C and B2B Data Model

Person and Business Accounts

Roles-Based Console Apps

Financial Accounts and Rollups Partner Ecosystem

Financial Goals Connect Financial Services Cloud with a robust
Wallet Share Calculations ecosystem of leading fintech partners.

Household and Relationship Groups

Relationship Builder and Map

Financial Services Cloud
Actionable Relationship Center Includes industry-specific data model, objects,
Client and Household Profiles and capabilities for unifying the employee and

Client and Household List Filtering

customer experience to build trust.

Life Events and Business Milestones

Intelligent Need-Based Referrals

Alerts/Notifications Sales Cloud & Service Cloud

Action Plans Financial Services Cloud comes out of the box with
all of the features in Sales Cloud and Service Cloud.
Document Tracking and Approvals

Lightning Flows for Financial Services Cloud

Salesforce Platform
Guided Residential Loan Application
Financial Services Cloud is built on the Salesforce
300 300
Surveys responses responses Customer Success Platform.
included included

Client Segmentation

Flexible Integration Options

Lightning Scheduler

Einstein Analytics for Financial Services

Community Cloud for Financial Services Included in base user license Additional fee applies
* Requires Digital Engagement SKU.
Einstein Bots*
Financial Services Cloud Edition Comparison
Professional Enterprise Unlimited Professional Enterprise Unlimited

Run your sales organization. Manage customer details.

Lead Assignment and Routing Account and Contact Management

Duplicate Blocking Lead Management

Web-to-Lead Capture Task Management, Activity Feed

Customizable Sales Process Email Templates

Sales Teams Person Accounts

Calendar All CRM from anywhere on any service.

1 custom Salesforce Mobile App
Sales Console App app per org
Full Offline Mobile Functionality
Sales Orders
Get real-time business insights.
Products and Price Books
Next Best Action
Opportunity Management * 5,000 requests included monthly
Opportunity Splits Customizable Reports and Dashboards
Enterprise Territory Management Advanced Reporting Features
Collaborative Forecasting
Collaborate across your company.
Mass Email
Chatter
Campaign Management
Files
Lead Registration
Topics and Recommendations
Deliver service to your customers.
Customize and automate processes.
1 custom
Service Console Apps app per org Lightning App Builder

Case Management AppExchange

Web and Email Case Capture 2 profiles

Customizable Profiles and Page Layouts per org

Case Milestone Tracker

5 process
Lightning Flow Automation (Flow + Process Builder) & 5 flows Unlimited Unlimited
Case Escalation Rules and Queues per org

Case Auto-Assignment File Storage Per User

Case Email Auto-Response Data Storage Per User

Omni-Channel Routing (Basic) Platform

Omni-Channel Supervisor 2 roles

Roles and Permissions per org
Knowledge (Read-Only)
3 types
Record Types (Per Object) per object
Additional Additional
$75 USD/ $75 USD/
Knowledge (Read-Write) user/ user/ Available Available
month month Developer Pro Sandbox for for
purchase purchase
Social Customer Service
Developer Sandbox
Service Contracts and Entitlements
Unlimited Custom Applications
Computer Telephony Integration (CTI)
Workflow and Approval
Service Orders
1 partial 1 partial
sandbox sandbox
Asset Management and Product Tracking Partial Sandbox included included
per org per org
Work Order Management
1 full
Additional Available
sandbox
$75 USD/ Full Sandbox for
included
Chat (Live Agent) user/ purchase
per org
month
Salesforce Identity
Help Center
Connect to any app.
Google Apps Integration

Email Integration with Outlook

Lightning Sync

Web Services API

Included in base user license

This page is provided for information purposes only and is not warranted to be error-free, nor is it subject to
any other warranties.

FOR MORE INFORMATION, CORPORATE HEADQUARTERS GLOBAL OFFICES

contact your account executive to The Landmark Latin America +1-415-536-4606
learn how we can help you accelerate @ One Market Street-Suite 300 Japan +81-3-5785-8201
your CRM success. San Francisco, CA 94105 Asia / Pacific +65-6302-5700
1-800-NO-SOFTWARE United States EMEA +4121-6953700
www.salesforce.com

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