Agentforce (A4X)
Financial Services Cloud
Sales/Service Cloud
Packaging
Claudeforce/ & General
100

This level of Momentum includes CRM Autopilot.

What is Full Momentum?

100

This is the per-user monthly price of FSC Sales or Service at Core.

What is $325?

100

Sales/Service Core is priced at this per user per month for a new EE customer.

What is $195?

100

Core, Advanced and Max are the three tiers of this Salesforce packaging initiative.

What is Portfolio 2.0?

100

This is the Slack channel for playbooks, FAQs and expert answers on Core/Advanced/Max.

What is #help-sell-core-advanced-max?

200

There are two ways to get access to Full Momentum.

What are the A4X add-on or the Max edition?

200

FSC Sales & Service costs this much per user per month at Advanced.

What is $525?

200

Sales/Service Advanced is priced at this per user per month for a new UE customer.

What is $395?

200

1.0 SKUs go end-of-sale on this date.

What is Nov 1?

200

This is the per-user monthly price of the A4FSC add-on today.

What is $150?

300

A purchase of $500 gets you this many Flex credits

What is 100,000?

300

These two FSC-specific offerings are included starting in Advanced.

What are Insurance Brokerage and Collections & Financial Recovery?

300

Max for an existing A1E customer is priced at $550 with this change in price.

What is no price increase?

300

Mixing 1.0 and 2.0 editions requires this approval.

What is a Deal Desk exception?

300

A4FSC rises to this price for net-new customers in November.

What is $175?

400

The Boost program covers these three areas of agents.

What are Service, Sales and Employee Agent?

400

Only in Max, this FSC capability is included alongside Digital Insurance.

What is Digital Origination?

400

This is the target play for customers who want contact center, WFM/QM, Casey and unmetered AI.

What is UE to Max?

400

Core includes this Slack edition and this Tableau edition.

What are Slack Business+ with Slackbot and Tableau Next with Tableau Agent?

400

The headless add-on includes this many headless platform interactions per user per month.

What is 1,000?

500

Name two of the new Agentic Advisor features included in A4FSC for wealth managers.

What are Run My Day and Meeting Concierge? (Any two of the features. Add any others you have confirmed.)

500

Moving from FSC Sales & Service Core to FSC Sales & Service Max adds this much per user per month.

What is $375? ($725 minus $350)

500

Name the three AI and data items that Max includes beyond Advanced's 1M Flex credits.

What are 2.75M Flex credits, unmetered Coworker, and all agent templates?

500

Advanced adds these four items over Core, and Max upgrades Slack to this edition.

What are Backup & Recover, Archive, Data Detect and Security Center; and Slack Enterprise+ (with Tableau Next Creator)?

500

To become eligible for the Salesforce in Claude beta, a customer must have one of these Claude packages.

What are Claude Team or Claude Enterprise?

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