Salesforce Financial Services Cloud

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

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About

Salesforce Financial Services Cloud is ranked #9 of 28 in financial services CRM software on Inferse. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $325/mo.

Compared on financial services CRM software

Free plan: Nosalesforce.com
Paid from: $325/user/mosalesforce.com
Compliance workflows: Yessalesforce.com
Opportunity management: Yessalesforce.com
Client portal: Yessalesforce.com
Audit trail: Yessalesforce.com
Deployment: cloudsalesforce.com
Email and calendar sync: Yessalesforce.com

Facts

Purpose: Financial Services Cloud unifies data from banking, wealth, and insurance platforms around customers to personalize engagement with industry-specific AI and automation.salesforce.com · 30 Sept 2026
Core capabilities: Sales editions include industry-specific data models, actionable segmentation, and financial goals and plans.salesforce.com · 30 Sept 2026
Service features: Service editions include industry-specific workflows, a CSR console, and Service Process Studio for low-code customization.salesforce.com · 30 Sept 2026
Sales and service: Sales and Service editions combine industry-specific data models and workflows across sales and service.salesforce.com · 30 Sept 2026
External data: Agentforce 1 editions connect Salesforce and external data with Data Cloud and Financial Services Cloud Intelligence.salesforce.com · 30 Sept 2026
Integrations: Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps.salesforce.com · 30 Sept 2026
Security and compliance: Salesforce’s trust and compliance documentation describes service architecture, security and privacy audits and certifications, and administrative, technical, and physical controls.salesforce.com · 30 Sept 2026
Mobile: Financial Services Cloud features can be made available in the Salesforce mobile app by configuring its home page, navigation, actions, and components.help.salesforce.com · 30 Sept 2026
Supported mobile devices: Salesforce’s mobile app is available for iOS and Android devices.salesforce.com · 30 Sept 2026
Support: The Standard Success Plan is included in all licenses and provides knowledge articles, documentation, Trailhead, and the Trailblazer Community.salesforce.com · 30 Sept 2026
Additional support: The Premier Success Plan costs 30% of net license fees and includes 24/7 support for business-stopping issues.salesforce.com · 30 Sept 2026
Who it serves: Salesforce describes the product for banking, insurance, wealth and asset management, and lending organizations.salesforce.com · 30 Sept 2026