[ Agentfo... Reviews ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ Agentfo... Reviews ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) # Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Pricing Overview [Editedit](https://my.g2.com/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricings) Free Trial ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Pricing Key Insights Last updated on Apr 09, 2026 * * * Agentforce Financial Services (formerly Salesforce Financial Services Cloud) offers **8 pricing editions** , starting from **$325** to **$750**. Agentforce Financial Services (formerly Salesforce Financial Services Cloud) pricing tiers are designed to support different usage levels and team sizes. Agentforce Financial Services (formerly Salesforce Financial Services Cloud) also offers a **free trial**. Compare the Agentforce Financial Services (formerly Salesforce Financial Services Cloud) pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Salesforce** for **custom pricing**. * * * Agentforce Financial Services Service Enterprise — $325 / 1 user Per Month Agentforce Financial Services Sales Enterprise — $325 / 1 User Per Month Agentforce Financial Services Sales and Service Enterprise — $350 / 1 User Per Month Agentforce Financial Services Service Unlimited — $500 / 1 user Per Month Agentforce Financial Services Sales Unlimited — $500 / 1 User Per Month Agentforce Financial Services Sales and Service Unlimited — $525 / 1 User Per Month Agentforce Financial Services Agentforce 1 Service — $750 / 1 user Per Month Agentforce Financial Services Agentforce 1 Sales — $750 / 1 User Per Month Rated 4.3 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Agentforce Financial Services Service Enterprise $325.00 1 user Per Month Free Trial The financial services CRM for service with built-in AI. - Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation - Easy-to-Use CSR Console for Single Pane of Glass - Service Process Studio for Low-Code Customization Show More Agentforce Financial Services Sales Enterprise $325.00 1 User Per Month Free Trial The financial services CRM for sales with automation and AI. - Industry-Specific Data Models using Sales Cloud Enterprise Edition as a foundation - Actionable Segmentation for Efficient Outreach - Financial Goals and Plans to Empower Your Customers’ Financial Success Show More Agentforce Financial Services Sales and Service Enterprise $350.00 1 User Per Month Free Trial The full Customer 360 experience spanning sales and service. - Industry-Specific Data Models and workflows using Sales Cloud and Service Cloud Enterprise Edition as a foundation - Financial Goals and Plans to Empower Your Customers’ Financial Success - Service Process Studio for Low-Code Customization Show More Agentforce Financial Services Service Unlimited $500.00 1 user Per Month Free Trial The financial services CRM for service with built-in AI, chat, and 24/7 support. - Built on Service Cloud Unlimited Edition for more AI and Chat capabilities - Additional automation capacity - Premier Success Plan and Full Sandbox Show More Agentforce Financial Services Sales Unlimited $500.00 1 User Per Month Free Trial The financial services CRM for sales with even more advanced capabilities and support. - Built on Sales Cloud Unlimited Edition for more predictive AI - Additional automation capacity - Premier Success Plan and Full Sandbox Show More Agentforce Financial Services Sales and Service Unlimited $525.00 1 User Per Month Free Trial The financial services CRM for sales and service with automation and AI. - Built on Sales Cloud and Service Cloud Unlimited Edition for more AI and Chat capabilities - Additional automation capacity - Premier Success Plan and Full Sandbox Show More Agentforce Financial Services Agentforce 1 Service $750.00 1 user Per Month Free Trial The best of Salesforce Service for financial services, contact centers, and service operations. - Everything in Unlimited, plus Digital Engagement, Scheduler, and Team Collaboration with Slack - Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence - Flex Credits for Agentforce Show More Agentforce Financial Services Agentforce 1 Sales $750.00 1 User Per Month Free Trial The best of Salesforce Sales for bankers, advisors, and brokers. - Everything in Unlimited, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack - Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence - Flex Credits for Agentforce Show More Salesforce Financial Services Cloud has 3 pricing editions, from $300 to $750. A free trial of Salesforce Financial Services Cloud is also available. Look at different pricing editions below and see what edition and features meet your budget and needs. Pricing information for Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Agentforce Financial Services (formerly Salesforce Financial Services Cloud) must be conducted with the seller. Pricing information was last updated on June 01, 2026 Show More Download complete pricing list[DownloadDownload now](#) ## Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Pricing FAQs Generated using AI ### Is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) free, or does it offer a free trial? Agentforce Financial Services (formerly Salesforce Financial Services Cloud) does not offer a permanent free plan, but it does provide a free trial that lets users to test the product before committing to a paid plan. Trial availability and duration may vary, so users should review the seller's official pricing page for the most current details. ### How much does Agentforce Financial Services (formerly Salesforce Financial Services Cloud) cost in 2026? According to G2 data, Agentforce Financial Services (formerly Salesforce Financial Services Cloud) pricing in 2026 starts at $325.00 and can reach $750.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Salesforce's official pricing page for the most current details. ### Who is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) pricing best suited for? According to G2 reviewers, the pricing of Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is best suited for mid-market and enterprise organizations in banking, wealth management, insurance, and financial services. Enterprise-segment G2 users highlight the platform's scalability, compliance tools, and 360-degree client view as key justifications for the higher cost. The entry-level tier suits service-focused financial teams needing structured workflows, while the Unlimited and Agentforce 1 Service tiers appeal to larger organizations requiring advanced AI, omnichannel engagement, and data integration. G2 reviewers from small businesses frequently flag the pricing of Agentforce Financial Services (formerly Salesforce Financial Services Cloud) as a barrier, making it less accessible for smaller firms. ### What are the key differences between the free and paid versions of Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Agentforce Financial Services (formerly Salesforce Financial Services Cloud) does not offer a permanent free version, but a free trial is available for evaluation. The entry-level Financial Services Cloud Service Enterprise tier at $325.00 per month provides industry-specific workflows, a CSR console, and low-code customization via Service Process Studio. Upgrading to the $500.00 Unlimited tier adds AI, chat capabilities, automation capacity, Premier Success, and a full sandbox. The top-tier Agentforce 1 Service plan at $750.00 per month further includes Digital Engagement, Slack collaboration, Data Cloud integration, and Flex Credits for Agentforce. G2 reviewers note that meaningful AI and automation capabilities are locked behind higher tiers. ### Is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) considered good value for its pricing? G2 reviewers consistently describe Agentforce Financial Services (formerly Salesforce Financial Services Cloud) as a premium investment with a steep price tag that can be justified for mid-market and enterprise organizations. Many G2 users acknowledge that the ROI becomes clear through productivity gains, automation, compliance support, and a unified 360-degree client view. However, cost concerns are among the most frequently cited drawbacks across reviews, with multiple G2 reviewers noting that licensing, add-ons, and implementation consulting fees escalate quickly. Small businesses in particular find the pricing of Agentforce Financial Services (formerly Salesforce Financial Services Cloud) prohibitive. High ratings from enterprise users suggest strong value at scale, but smaller teams may find the total cost of ownership difficult to justify. ## Top-Rated Alternatives [ ![Wealthbox CRM](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM") Wealthbox CRM 4.6/5 (109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Practifi](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Practifi") Practifi 4.3/5 (78) ](https://www.g2.com/products/practifi/reviews) [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5 (265) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/competitors/alternatives) ## Agentforce Financial... Pricing Reviews (2) ![Ranjith kumar K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ranjith kumar K.") RK Ranjith kumar K. Information Systems Architect Small-Business (50 or fewer emp.) 10/16/2025 More Options - - [Respond as Agentforce Financial...](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11824316/official_response/new) "Powerful for Financial Services, but Complex Setup and High Costs" 5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Salesforce Financial Services Cloud (FSC) is highly valued for its tailored capabilities designed specifically for wealth management, banking, and insurance sectors, facilitating personalized client relationships and operational efficiency. The best features and benefits include Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? Salesforce Financial Services Cloud (FSC) has some notable disadvantages that organizations should consider before implementation. Primarily, FSC can be complex to set up and customize, often requiring specialized skills or external consultants, which can add to the overall cost and lead to longer deployment times Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? Salesforce Financial Services Cloud (FSC) has some notable disadvantages that organizations should consider before implementation. Primarily, FSC can be complex to set up and customize, often requiring specialized skills or external consultants, which can add to the overall cost and lead to longer deployment times Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite GC Geri C. 11/5/2025 More Options - - [Respond as Agentforce Financial...](https://www.g2.com/survey_responses/agentforce-financial-services-formerly-salesforce-financial-services-cloud-review-11919545/official_response/new) "Effective for Lead Tracking, But Glitches Persist" 2.5/5 What do you like best about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I really appreciate how simple and easy to use Salesforce Financial Services Cloud is. It streamlines my ability to track leads, making it straightforward to filter them based on various criteria such as location and the last time they were contacted. This feature greatly enhances my efficiency in organizing contacts and managing our outreach efforts. The initial setup was also pretty easy, which is a big plus for anyone new to the platform. Review collected by and hosted on G2.com. What do you dislike about Agentforce Financial Services (formerly Salesforce Financial Services Cloud)? I dislike the connection issues with third-party applications. Despite having a stable internet connection, I experience glitches, which can be frustrating. Review collected by and hosted on G2.com. What problems is Agentforce Financial Services (formerly Salesforce Financial Services Cloud) solving and how is that benefiting you? I use Salesforce Financial Services Cloud to track and manage leads efficiently, utilizing filters for strategic contact management. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5 (109) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5 (268) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-redtail-technology) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4a09e8f26a19b09a4ab75f827b679284/practifi.png "Product Avatar Image") Practifi 4.3/5 (79) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) ## Consulting Services for Agentforce Financial Services (formerly Salesforce Financial Services Cloud) [ ![Izei Consulting Group](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b65e364ba6d13a2eae52b82f8c7f2071/izei-consulting-group.jpg "Izei Consulting Group") Izei Consulting Group ](https://www.g2.com/products/izei-consulting-group/reviews) [ ![Access Global Group](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a455efdb757611858f6eeccaf167acc8/access-global-group.png "Access Global Group") Access Global Group 5/5 (89) ](https://www.g2.com/products/access-global-group/reviews) [ ![Customertimes](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7c1652723b9b29f17e3d9c9330455ae5/customertimes.jpeg "Customertimes") Customertimes ](https://www.g2.com/products/customertimes/reviews) [See all Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Providers](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/implementation) ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm)[ AI Assistants for Financial Services ](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [ Which user research app is top rated for service industry ](https://www.g2.com/discussions/which-user-research-app-is-top-rated-for-service-industry)[ Best APM Tools ](https://www.g2.com/discussions/best-apm-tools)[ Top remote monitoring software for IT services ](https://www.g2.com/discussions/top-remote-monitoring-software-for-it-services) [ Which financial audit tools help audit teams identify and track control weaknesses across business functions? ](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions)[ What are the most popular payroll software options? ](https://www.g2.com/discussions/what-are-the-most-popular-payroll-software-options)[ What's the best travel service to track business trips ](https://www.g2.com/discussions/what-s-the-best-travel-service-to-track-business-trips) Show More [ Which user research app is top rated for service industry ](https://www.g2.com/discussions/which-user-research-app-is-top-rated-for-service-industry)[ Best APM Tools ](https://www.g2.com/discussions/best-apm-tools)[ Top remote monitoring software for IT services ](https://www.g2.com/discussions/top-remote-monitoring-software-for-it-services) [ Which financial audit tools help audit teams identify and track control weaknesses across business functions? ](https://www.g2.com/discussions/which-financial-audit-tools-help-audit-teams-identify-and-track-control-weaknesses-across-business-functions)[ What are the most popular payroll software options? ](https://www.g2.com/discussions/what-are-the-most-popular-payroll-software-options)[ What's the best travel service to track business trips ](https://www.g2.com/discussions/what-s-the-best-travel-service-to-track-business-trips)