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Salesforce Financial Services Cloud pricing

#1 of 28 in Financial Services CRM SoftwareBanking CRM SoftwareCustomer Relationship Management - Enterprise SoftwareInsurance CRM Software

Salesforce Financial Services Cloud costs from $325/user/mo on its cheapest paid plan; 5 plans in all, as listed on salesforce.com — prices checked 20 Sep 2026.

9.3/10Editor score
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Salesforce Financial Services Cloud9.3 Visit Salesforce

Salesforce Financial Services Cloud pricing at a glance

Plans 30-day trial No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on salesforce.com

Salesforce Financial Services Cloud plans & pricing

PlanPriceKey limits
Financial Services Cloud for Sales$325/user/mo Billed annually
  • Industry-specific data models
  • Actionable segmentation
  • Financial goals and plans
Financial Services Cloud for Service$325/user/mo Billed annually
  • Industry-specific workflows
  • CSR console
  • Service Process Studio
Financial Services Cloud for Sales and Service$350/user/mo Billed annually
  • Industry-specific data models and workflows
  • Financial goals and plans
  • Service Process Studio
Financial Services Cloud Agentforce 1 Sales$750/user/mo Billed annually
  • Performance Management, Scheduler, Enablement, and Slack collaboration
  • Data Cloud and Financial Services Cloud Intelligence connectivity
  • Flex Credits for Agentforce
Financial Services Cloud Agentforce 1 Service$750/user/mo Billed annually
  • Digital Engagement, Scheduler, and Slack collaboration
  • Data Cloud and Financial Services Cloud Intelligence connectivity
  • Flex Credits for Agentforce

Prices as published by the vendor on salesforce.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    30 days · no card needed
  • Built for
    Mid-market, Enterprise
  • Integrations
    11 integrations: Microsoft Outlook, Gmail, Google Calendar, Microsoft Exchange, Office 365, Microsoft Teams …
  • Free plan
    No
  • Paid from
    $325/user/mo
  • Compliance workflows
    Yes

Our full Salesforce Financial Services Cloud verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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