Salesforce is the central hub for customer support and CRM operations; yet it has no way to block credit card numbers before they reach Case records, attachments, or feed items. Once PCI enters Salesforce, the organization is already in violation of PCI DSS storage rules. Blocking is the strongest safeguard; preventing sensitive data from entering the system at all.
Strac stops PCI before it hits Salesforce databases; eliminating exposure across Cases, Emails-to-Case, Files, and Chat.
Salesforce does not inspect inbound data for credit card numbers. Email-to-Case pipelines, API inserts, chat messages, and uploads all route content directly into Case objects or attachments without any PCI scanning or enforcement.
Salesforce lacks:
• Pre-ingestion PCI detection;
• Real-time blocking workflows;
• OCR for image-based PCI;
• API-layer blocking;
• PCI DSS remediation triggers;
• Automated prevention for external collaborators.
Strac adds PCI-aware logic to every Salesforce data entry path.
PCI enters Salesforce in several ways; and blocking must stop sensitive content before it reaches objects, files, or agent inboxes. Strac performs deep inspection across all communication channels and stops the upload or message before it is stored.
Strac blocks:
• Case comments containing credit card numbers;
• Email-to-Case messages with PANs;
• Uploaded files (PDFs, images, CSVs) containing PCI;
• Chat or Messaging transcripts containing card details;
• API-inserted records containing PANs;
• Bulk uploads or import jobs containing card numbers.
When blocking occurs, Strac:
• Prevents the content from entering Salesforce;
• Notifies the user (agent or customer) that the information cannot be submitted;
• Alerts admins or compliance teams;
• Logs the event for PCI DSS reporting.
Strac sits between inbound data sources and Salesforce storage; using AI, OCR, regex, and context scanning to detect PCI before Salesforce accepts the content. This prevents non-compliant storage and minimizes audit risk.
Blocking workflows include:
• Pre-upload file interception;
• Message-level blocking inside Case feed operations;
• API-level blocking for integrations;
• Blocking PCI-containing Live Chat messages;
• Pop-up notifications for agents attempting to store PCI;
• Optional auto-redaction or safe replacements;
• SIEM event creation.
This ensures PCI never enters the CRM.
Strac prevents non-compliant credit card exposure in Salesforce by blocking PANs at the point of entry; supporting PCI DSS requirements for preventing storage of cardholder data.
Strac offers:
• Real-time PCI blocking across all Salesforce surfaces;
• OCR-powered blocking for images and scanned files;
• API-level blocking for integrations;
• Notifications and incident alerts;
• PCI DSS 3.5, 3.6, and 4.2.1 coverage;
• Fast, no-code deployment across orgs.
No; Salesforce does not have PCI-aware blocking.
Yes; OCR scans PDFs, images, and files before they upload.
Yes; PCI DSS forbids storing unmasked PANs in CRM systems.
Yes; blocking applies across all communication channels.
Yes; Strac displays customizable messages and sends alerts.
Strac stops PCI data before it enters Salesforce; ensuring PCI DSS compliance and preventing CRM exposure.
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