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#BuckeyeDreamin
Jeff Sneeringer
IT Service Delivery Director, Salesforce Center of Excellence
Huntington National Bank
20+ year IT professional, 10+ years in the Financial Services Industry, 5+ years in the Salesforce Sales/Service/Marketing Clouds Current Areas of Focus: Architecture – Infrastructure, Application, Solution and Enterprise disciplines; CI/CD Pipelines

Industry - Financial Services
July 9, 2025 - Industry Day
1:00 PM - 1:45 PM
Codey Room
Salesforce as System of Record & Reference
Strategies for Creating, Maintaining and Distributing Data Throughout a Multi-System Enterprise SYNOPSIS: Session will explore factors influencing strategic data approach for the Salesforce Sales & Service platfrom in a multi-system enterprise. Topics will include: -- Record vs Reference: Deciding when Salesforce should own vs consume data -- Data Sharing/Consumption Patterns: Solution options based on volume, frequency of change, format and intended use(s) across the enterprise -- Data Integrity: establishing controls and review to ensure data remains synchronized between Salesforce and enterprise systems
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