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Honesty note: we have not run our own hands-on test of Salesforce Financial Services Cloud yet. Everything on this page is source-based research: the vendor's pricing, plan and help pages, each linked with the date we read it. Ease of use and support quality are not scored until we test.
Salesforce Financial Services Cloud in short
Salesforce Financial Services Cloud's core plan for a small team is Sales Core at $325 per user per month with annual billing. For a team of 5, that is $19,500 in the first year. There is no free plan, but a 30-day trial without a credit card.
Choose it if
- Large wealth, banking or insurance organizations that need a configurable platform with an industry data model (households, financial accounts, goals, referral management)
- Firms with admin/developer resources and budget for implementation partners
Skip it if
- Small advisory practices: list price starts at $325-$350 per user per month billed annually, plus implementation (not published)
- Buyers who need monthly billing: pricing page shows annual billing only
- Buyers who need transparent all-in cost: implementation, Shield (30% of net spend) and add-ons are extra
How much does Salesforce Financial Services Cloud cost?
Prices in USD as published on Salesforce Financial Services Cloud's pricing page, read Oct 3, 2026. Pricing model: Per user, annual contracts; Sales & Service bundles cost $25 more per user.
| Plan | Billed monthly | Billed annually | Unit | What it adds |
|---|---|---|---|---|
| Sales Corecore plan | — | $325 | per user / month, billed annually | Sales-only or Service-only version of Core; Sales and Service are priced separately at the same rate.[2] |
| Sales Advanced | — | $500 | per user / month, billed annually | Sales-only or Service-only Advanced.[2] |
| Sales Max | — | $700 | per user / month, billed annually | Sales-only or Service-only Max.[2] |
Monthly cost on Sales Core by team size
| Users | Billed annually | Billed monthly |
|---|---|---|
| 1 | $325 | n/a |
| 5 | $1,625 | n/a |
| 10 | $3,250 | n/a |
| 25 | $8,125 | n/a |
Per month, before tax. "—" means the vendor does not publish the price for that team size.
What each Salesforce Financial Services Cloud plan includes
What the core plan (Sales Core) includes, and what costs more. Levels come from the vendor's plan comparison.
| Capability | Availability | Details from vendor sources |
|---|---|---|
| Sales pipeline / deals | ✓ all plans | yes - includes Sales Cloud features; Financial Deal Management listed in edition comparison |
| Email sync & tracking | ✓ all plans | AI Activity Capture for Financial Services listed in comparison; Gmail/Outlook sync details and edition gating not on pricing page |
| Workflow automation | ✓ all plans | Flow Builder, Flow Orchestration, Action Plans, Business Rules Engine and Data Processing Engine listed in comparison; Advanced adds 'more AI, automation'; per-edition gating not extracted |
| Email marketing | paid add-on | add-on - Marketing Cloud sold separately |
| Built-in calling | not documented | Service Cloud Voice (BYOT) listed in comparison; edition gating not extracted |
| AI assistant / AI features | ✓ all plans | flex credits for AI/Agentforce in Core and up; Advanced 'more AI'; Max includes full Agentforce for Industries suite (e.g. Financial Advisor Agent, Meeting Concierge, Relationship Agent listed); per-edition gating not extracted |
| Reports & dashboards | ✓ all plans | Tableau Next listed as add-on (Standard Consumer/Creator per user); native report/dashboard limits not on pricing page |
| Custom objects | ✓ all plans | yes - Lightning Platform, Customizable Profiles and Page Layouts, AppExchange listed; per-edition limits not on pricing page |
| API access | ✓ all plans | Data Consumption Framework, Integration Definitions, Standards-Based Banking APIs listed; MuleSoft is a separate product; core API limits not on pricing page |
| Mobile app | not documented | — |
| HIPAA BAA | not documented | — |
Salesforce Financial Services Cloud pros and cons
What holds up
- Industry data model and Financial Goals and Plans are included from the Core edition.[1]
- Pricing for all editions is public on salesforce.com (annual billing); 30-day free trial with no credit card.[3]
- Premier Success Plan is listed as included in all licenses.[1]
- Advanced includes Insurance Brokerages and Collections & Financial Recovery; Max includes Digital Insurance and Digital Origination (standalone $180,000 and $175,000 per org per year).[1]
What to watch
- Annual billing only on the pricing page; Sales & Service starts at $350 per user per month (about $4,200 per user per year, derived).[1]
- Full Sandbox, Backup & Recovery, Archive, Data Detect and Security Center start at Advanced ($525).[1]
- Salesforce Shield costs 30% of net spend (suite) and the Shield page contains no HIPAA/BAA statement.[4]
- Page says it is 'for information purposes only and subject to change' and to contact sales for detailed pricing; implementation costs are not published.[1]
- Sales-only and Service-only products ($325/$500/$700) are priced separately from the combined Sales & Service editions ($350/$525/$725).[2]
How the 5.9 fact score is built
| Part | Weight | Points (0-10) |
|---|---|---|
| Cost for a small team | 30% | 1.0 |
| Feature coverage (core plan) | 30% | 7.5 |
| Pricing transparency | 20% | 8.0 |
| Risk-free start | 10% | 7.0 |
| Room to grow | 10% | 10.0 |
| Ease of use, support, reliability | — | not scored yet |
Same formula for every CRM; affiliate data cannot change it. Methodology →
The money trail
Salesforce, Inc. has no public affiliate program (No public cash affiliate program found). We earn nothing when you choose it, and it is ranked exactly like the vendors that pay.
What we could not verify
Listed so you know where to ask the vendor directly.
- Per-edition feature gating (workflow, API limits, custom object limits, Gmail/Outlook sync, mobile) sits in a collapsed comparison table and the comparison PDF could not be parsed; only features listed on the page are reported, without edition gating.
- Minimum user count or contract minimum: none stated on the pricing page, but not confirmed by sales.
- Implementation costs and typical partner rates not published.
- HIPAA BAA for FSC not documented in the sources reviewed (Shield page has no HIPAA statement).
- Date when editions were renamed from Enterprise/Unlimited to Core/Advanced/Max is unknown.
- Affiliate/referral program status comes from a search-result snippet of the partner policies PDF and was not opened.
- Salesforce also sells non-industry Sales Cloud / Starter Suite for small teams; those were out of scope.
Sources
- Financial Services Cloud Sales & Service Edition Pricing · vendor source · fetched 2026-10-03
- Financial Services Cloud Pricing (Sales / Service editions and add-ons) · vendor source · fetched 2026-10-03
- Financial Services Cloud Pricing (trial text) · vendor source · fetched 2026-10-03
- Salesforce Shield pricing · vendor source · fetched 2026-10-03
- Salesforce (Wikipedia): founded 1999, HQ, NYSE: CRM · secondary · fetched 2026-10-03
- Financial Services Cloud for Sales & Service Pricing · vendor source · fetched 2026-10-03
- Salesforce Partner Program Policies (seen as search-result snippet only) · secondary · fetched 2026-10-03
