Move mountains for your clients with Financial Services Cloud.

With Salesforce Financial Services Cloud you can develop 1-to-1 relationships, access actionable client insights and supercharge your productivity all from one connected platform.

Bronze-

$ 12,500

(estimate) 
Up to 5 Users 

2 Profiles 

15 custom fields (per object) 

2 Custom Objects 

2 Validation Rules 

1 Workflow 

2 Page Layouts (per object) 

2 Record Types 

15 Reports 

2 Dashboards 

2 Hours F/U Support 

Data Migration 

4 hours for discovery 

4 hours of training

SilverMost Popular

$ 15,500

(estimate) 
Up to 15 Users 

2 Profiles 

20 custom fields (per object) 

3 Custom Objects 

3 Validation Rules 

2 Workflows 

2 Page Layouts (per object) 

2 Record Types 

20 Reports 

3 Dashboards 

4 Hours F/U Support 

Data Migration 

4 hours for discovery 

6 hours of training

GoldBest Value

$ 17,500

(estimate) 
Up to 25 Users

3 Profiles

25 custom fields (per object)

4 Custom Objects

4 Validation Rules

3 Workflows

3 Page Layouts (per object)

3 Record Types

25 Reports

4 Dashboards

6 Hours F/U Support

Data Migration

8 hours for discovery

8 hours of training

PlatinumCustom Built

$ 20,500+

(estimate) 
25+ Users

4+ Profiles

25+ custom fields (per object)

5+ Custom Objects

5+ Validation Rules

4+ Workflows

4+ Page Layouts (per object)

4+ Record Types

25+ Reports

5+ Dashboards

8+ Hours F/U Support

Data Migration

10+ hours for discovery

10+ hours of training

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Financial Services Cloud