Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Pricing Overview

The ease of use of showing all the products a customer owns and the ability to customize the out of the box solution to make it your own. The flexibility is what makes the product shine. Review collected by and hosted on G2.com.

Some of the relationship functionality. It’s a bit cumbersome to build out all the interrelationships between personal and business . The new Finserv Standard platform does address some of the issues with the historical managed package. Review collected by and hosted on G2.com.

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.

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.