Salesforce is a seemingly unlimited tool. They have something for everything and offer some of the widest spanning options in the tech industry. While Salesforce can give you everything you need, and everything you don’t as well, it’s helpful to break it down to see the parts of it that will truly help your organization. A good starting point for this is looking into the different “Clouds” that Salesforce is split up into. 

These Clouds help specify Salesforce into different functionalities. The main Product Clouds being Sales, Service, Marketing and Commerce. From here, Salesforce also offers different Industry Clouds, such as Education, Financial Services and Nonprofit among others. 

In this blog we’ll highlight two of the main Clouds we play in as a sales engagement platform. We’ll walk through Salesforce Financial Services Cloud vs Sales Cloud to help show how Salesvue can enhance both.

Salesforce Financial Services Cloud

Let’s dive into Salesforce Financial Services Cloud first. This Cloud, hence the name, is built for teams in the financial services industry. Salesforce has engineered their Financial Services Cloud to help banking, insurance and wealth and asset management teams leverage Salesforce to the best of their ability. Here’s a few common questions and topics people usually ask when thinking about if the Financial Services Cloud may be the right choice for them.

Financial Services Cloud Objects

A benefit of the Financial Services Cloud is the objects available. There are objects that are specific to the industry, making your Salesforce more tailored to the financial services industry. Some of these objects include Revenues, Billing Statements and Securities among many others.

Who Uses Salesforce Financial Services Cloud?

The main users of Salesforce Financial Services Cloud, while this may seem straightforward, are typically large financial services companies. Many of the large enterprise organizations in banking and insurance use this Cloud. But you don’t need to be a multi-billion-dollar revenue company to gain benefit from this Cloud. Going hand in hand with the types of companies that use this Cloud, some common job titles that use it could be wholesalers, relationship managers and other financial services geared roles. If your business could benefit from a more tailored version of Salesforce, make sure you check it out!

coaching a sales rep

What is in the Salesforce Financial Services Cloud Features List?

There are specific features within the Financial Services Cloud that help teams in this industry. Here’s a couple that may help your team to the next level. 

  1. They offer their Financial Services Data Model and Console which provides industry-specific objects, permission sets and more. 
  2. They offer a Relationship Builder and Map which allows users to link customers in specific groups like households, trusts and business groups. This helps create more organization for sellers, allowing them to create better targeted content and messaging.
  3. They offer Intelligence Needs-Based Referrals, making it easier on your sellers by providing intelligent scoring, insights and more.

To see more about these features and the others provided, check out the datasheet Salesforce provides!

Salesforce Financial Services Cloud Pricing

In terms of pricing, Financial Services Cloud options range from $225 per user per month up to $450 per user per month. You can choose either the Starter package for both Enterprise Edition and Unlimited edition, costing $225 per user per month and $375 per user per month respectively, or the Growth package for both Enterprise or Unlimited, costing $300 per user per month and $450 per user per month respectively. Checkout the Financial Services Cloud overview page to learn more about all four options.

Salesforce Sales Cloud

The next Cloud we want to highlight is Salesforce Sales Cloud. This, as opposed to being an Industry Cloud like the Financial Services Cloud, is a Product Cloud that Salesforce offers. Sales Cloud is built for teams trying to get more out of their sellers by giving them a CRM that is truly built for salespeople. As we just did for the Financial Services Cloud, here’s how the Sales Cloud answers the same common questions.

Sales Cloud Objects

Opposed to the objects available in the Financial Services Cloud, the Sales Cloud objects are more generic and able to be used across any industry. These objects are more common ones such as Campaign, Lead, Account, Contact and Opportunity. As you can see, while the Financial Services Cloud gives industry specific object options, the Sales Cloud objects can be used by any team.

Who Uses Salesforce Sales Cloud?

Sales Cloud is used by a wide variety of different companies. Essentially, there’s a good chance that any company leveraging Salesforce as their CRM is using Sales Cloud for their sales teams. Everyone from professional services and manufacturing to retail and banking uses Sales Cloud. Teams using Sales Cloud aren't limited by size or industry, since it isn’t as narrow a focus as the Industry Clouds are.

What is in the Salesforce Sales Cloud Features List?

On the Sales Cloud overview page by Salesforce you can find a handful of features highlighted that are offered with Sales Cloud. For example, Sales Cloud offers forecast management, sales automation and territory planning, just to name a few features. Each of these makes it easier for sales teams to utilize Salesforce. 

Salesforce Sales Cloud Pricing

As with the Financial Services Cloud, there is a range of pricing available, based on what edition best fits your company’s use case. This range starts at $25 per user per month for Essentials, goes to $75 per user per month for Professional, then increases to $150 per user per month for Enterprise and tops off at $300 per user per month for Unlimited.

Which is Best for You?

For teams looking at these two options, the question then becomes which one is best for our company? When considering the Salesforce Financial Services Cloud vs Sales Cloud, there’re a few key decision points that can help you make your choice.

  1. Look at pricing. Based on what you want your Salesforce to do, the pricing levels for each option vary and provide different results.
  2. Think about how tailored you want your Salesforce to be. How important is it that your Salesforce be designed specifically for your industry?
  3. Look at your Salesforce use case and think about how it fits within your sales process.
identify sales opportunities - binoculars

How Salesvue Fits

Once you have made your mind as to which Cloud fits your team best, it’s time to look at how you can enhance your Salesforce even more. Many teams know while Salesforce seems to have everything, that’s not always the case. There’re hundreds of native apps built to help provide better workflow, more automation, better integrations and more.

A great way to do this is by bringing sales engagement into your Salesforce with a Salesforce-native SEP like Salesvue. Salesvue brings all the functionality and benefits of a sales engagement platform directly into your Salesforce. It also works on both Sales Cloud and the Financial Services Cloud. For financial services organizations that want to generate more revenue and build better client relationships, Salesvue is a great way to optimize and scale best practices and processes, all without having sellers leave Salesforce.


When looking at the Salesforce Financial Services Cloud vs Sales Cloud, there’s a lot to consider. Both offer different features, pricing levels, level of specialization and more. For teams evaluating how Salesforce can work best for them, it’s important to consider what Cloud within Salesforce best sets your team up for success.

Request a Demo