Salesforce Financial Services Cloud pricing
Salesforce Financial Services Cloud pricing and what it adds up to
US$325 a user a month, or US$3,900 a banker a year on Core
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The plans
What Salesforce Financial Services Cloud charges
Salesforce lists Financial Services Cloud Sales at US$325 a user a month on Core, billed annually, with higher editions priced at US$500 and US$700. Your bill is built from the edition you choose and the number of people who need a licence, with some add-ons listed without prices.
Sales Core
US$325 a user a month, billed annually
At this entry edition, that is US$3,900 a banker a year.
Advanced
US$500 a user a month, billed annually
This higher edition adds more automation capacity and a full sandbox.
Max
US$700 a user a month, billed annually
This higher edition adds more automation capacity and a full sandbox.
Service Core
US$325 a user a month, billed annually
Sales Core and Service Core are each listed at this price.
Sales and Service Core
US$350 a user a month, billed annually
This is the listed price for the combined Sales and Service edition.
How the bill is built
A licence for each person
Sales Core is priced per user, so the total rises with each banker who needs access. Credit analysts, managers and support staff who open client records also need licences, so the wider team adds seats to the bill.
Higher-priced editions
Advanced costs US$500 a user a month and Max costs US$700, billed annually. These higher editions add more automation capacity and a full sandbox, so choosing a higher edition raises the per-user charge.
Sales and service editions
Sales Core and Service Core each cost US$325 a user a month. The combined Sales and Service Core edition costs US$350 a user a month, billed annually, so the product mix affects the per-user price.
Add-ons without listed prices
Data Cloud and several banking agents are shown as available for purchase. The pricing pages do not give a price for them, so their cost is not included in the listed edition prices.
A year of Salesforce Financial Services Cloud
Your yearly Salesforce bill
At Sales Core, one banker costs US$3,900 a year. Advanced works out to US$6,000 a user a year, while Max works out to US$8,400. Sales and Service Core works out to US$4,200 a user a year. These figures are for licences billed annually. Your total rises with the number of people who need access, and add-ons such as Data Cloud and banking agents have no listed price.
Underneath the bill
What you are really paying for
Access for every user
The charge is per user, not just per banker. Credit analysts, managers and support staff who open client records need licences too. As more people on your team need access, more per-user charges add to the bill.
More capacity in higher editions
Advanced and Max cost more per user than Core. The higher editions add more automation capacity and a full sandbox, so you are paying a higher licence price for those additional edition features.
Your product and add-on mix
Sales Core and Service Core have separate listed prices, and the combined Sales and Service Core edition has a different price. Data Cloud and several banking agents are available for purchase, but their prices are not shown.
The owned alternative
A business lending desk you own
Enterprise DNA builds Business Lending for Claude Code around how your business runs, brings your Salesforce Financial Services Cloud data across, and runs it for you. Your records sit in a database your business owns, and you work with them in plain language with Claude Code. Enterprise DNA charges one setup fee, then a monthly retainer, with no per-seat plans. You can also use the free version and run it yourself.
Business Lending for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
Make it yours
Design your own Salesforce Financial Services Cloud replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Financial Services Cloud. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Salesforce Financial Services Cloud data across and run it for you.
Questions
Salesforce Financial Services Cloud pricing, answered
How much does Salesforce Financial Services Cloud cost per banker each year? expand_more
Sales Core is US$325 a user a month, billed annually, which is US$3,900 a banker a year. Advanced works out to US$6,000 a user a year and Max to US$8,400. Your total depends on the edition and how many people need licences.
What do the higher Salesforce Financial Services Cloud editions add? expand_more
Advanced and Max are priced higher per user than Core. The higher editions add more automation capacity and a full sandbox. Sales Core and Service Core are each US$325 a user a month, while the combined Sales and Service Core edition is US$350.
Can you move your Salesforce Financial Services Cloud records to another system? expand_more
Clients and financial accounts can come across from standard exports, and the import can be run again without doubling anything. Households, risk grades, covenants and review dates usually sit in custom fields. Enterprise DNA includes mapping those fields as part of bringing your data across.
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