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Financial Service Cloud

Increase productivity with all-new features for Financial Services Cloud, Health Cloud, Manufacturing Cloud, and Consumer Goods Cloud

World’s #1 CRM

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BUSINESS USER

Distributor Performance Management for Insurance

Empower insurance carriers to better align goals with their distributors using prebuilt reports and dashboards to track distribution channel performance.

BUSINESS USER

Einstein Referral Scoring

Prioritize your referral pipeline in retail banking based on predictive scoring models to increase your conversion rates and grow your business.

DEVELOPER

Mortgage Business APIs

Create or update the 1003 residential loan application as one transaction to reduce development time and seamlessly connect to third-party mortgage point-of-sale systems and loan origination systems.

BUSINESS USER

Action Plans Enhancements

Collect required documents in Action Plan templates to deliver consistent and compliant customer experiences. Also new in this release, you can package and clone templates to help you get up and running more quickly.

Move Mountains for Your Clients with Financial Services Cloud

Salesforce Financial Services Cloud is focused on wealth management systems based on powerful Salesforce CRM that allows advisors to connect with clients in a whole new way