Salesforce Financial Services Cloud Pricing
Every Salesforce Financial Services Cloud plan with its monthly and annual price, what it costs for common team sizes, and a calculator to estimate your own monthly cost before you buy.
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Plans and prices
| Plan | Monthly billing | Annual billing (per month) | Per user or flat | Users | Free tier |
|---|---|---|---|---|---|
| Sales & Service Edition | Contact sales | Contact sales | — | No limit listed | No |
| Sales Advanced | $500/user/mo | $500/user/mo | Per user | No limit listed | No |
| Sales Core | $325/user/mo | $325/user/mo | Per user | No limit listed | No |
| Sales Max | $700/user/mo | $700/user/mo | Per user | No limit listed | No |
| Service Advanced | $500/user/mo | $500/user/mo | Per user | No limit listed | No |
| Service Core | $325/user/mo | $325/user/mo | Per user | No limit listed | No |
| Service Max | $700/user/mo | $700/user/mo | Per user | No limit listed | No |
Prices last updated November 2026.
What Salesforce Financial Services Cloud costs by team size
| Team size | 1 user | 5 users | 10 users | 25 users | 50 users |
|---|---|---|---|---|---|
| Monthly cost | Contact for pricing | Contact for pricing | Contact for pricing | Contact for pricing | Contact for pricing |
The plan that fits each team size, billed monthly, before add-ons and usage charges.
Add-ons
| Add-on | Monthly billing | Annual billing (per month) | Charged |
|---|---|---|---|
| Digital InsuranceInsurance platform module, included in Max editions. Policy Administration, Group Benefits, and Claims are usage-based add-ons that require it. | Not listed | $15,000 | Flat |
| Digital OriginationLoan origination module priced per org, included in Max editions. Additional loans are sold separately. | Not listed | $14,583.3333 | Flat |
| Process Compliance Navigator AdminAI clause extraction, compliance controls management, and effectiveness reports. Starting price, billed annually. | $125 | $125 | Per user |
| Process Compliance Navigator BaseRisk surveys, policy acknowledgement and portal, and natural language policy controls. Starting price, billed annually. | $20 | $20 | Per user |
| Signature Success PlanDesignated technical account manager, proactive monitoring, and the fastest support response times. Priced through an account executive. | Not listed | Not listed | Flat |
Salesforce Financial Services Cloud Pricing Calculator
Estimate your team's real monthly and annual cost based on seats, billing cycle, and add-ons.
Cost breakdown
Estimated from the vendor's published prices, last updated November 2026. Actual costs may vary based on negotiated contracts. How we collect prices
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Salesforce Financial Services Cloud pricing FAQs
Core costs $325, Advanced $500, and Max $700 per user per month, billed annually. These prices apply to both the Sales and Service editions.
Insurance Brokerages and Collections are included in Advanced and Max. Digital Insurance and Digital Origination are included in Max, or cost $180,000 and $175,000 per year as add-ons.
Reviewers generally say no. They cite its cost and complexity, and SelectHub suggests lighter tools such as HubSpot or Wealthbox for smaller teams.