Salesforce Sales Cloud vs. Financial Services Cloud – A brief overview

Salesforce Sales Cloud vs. Financial Services Cloud – A brief overview

Choosing between Salesforce Sales Cloud or Financial Services Cloud is often a dilemma for businesses.

While Salesforce Sales Cloud provides a comprehensive set of tools required for Sales, Salesforce Financial Services Cloud comes with industry-specific features.

So, if you are wondering which is the best CRM for your financial sales, we will try to help you choose between the two by analyzing the things that you should take into consideration while deciding. Lets’ begin!

Choosing between Salesforce Sales Cloud and Salesforce Financial Services Cloud

Although Financial Service Cloud seems more promising, it is important to delve into Financial Services Cloud features and Sales Cloud features and be informed. Let us take a look at the things you should take into account to make the right choice for your business –

1. Type of business

Sales Cloud is better suited for highly competitive industries that are always on the edge when it comes to time, as it offers automation. Financial Services Cloud, on the other hand, is good for building long-term and loyal relationships owing to its personalization and customization features.

2. Budget

Sales Cloud is at the higher end of the scale as compared to Financial Services Cloud when it comes to money. If your budget is a major deciding factor in your case, choosing Financial Services Cloud would be the better choice. But the other factors should also be taken into account while deciding to choose between the two.

3. Consider the needs of your business

The industry-specific features of the Financial Services Cloud like the eradication of manual recording, personalization, and analytics are great for certain industries- capital markets, lending and banking, asset management, insurance, etc.

Service cloud vs finacial service cloud

4. Additional perks of Financial Service Cloud

The Financial Services Cloud comes preloaded with core Sales Cloud features, as well as custom fields and objects designed to model financial accounts, assets, goals, and liabilities for individuals and households.

Also, when combined with Salesforce Shield, it offers a set of solutions. This enables teams to meet the new regulatory requirements as they come into effect.


Hope the article simplified your decision-making and helps you get the clarity you wanted. Outsource Salesforce can provide you with support for Salesforce Financial Services Cloud and Sales Cloud implementation. Or you can also reach out to us for a Salesforce Consultation to further have an analysis on the best-suited solution for your business.