Organizations that handle healthcare communications, insurance claims, telemedicine support, or employee wellness data rely heavily on Salesforce. Patients often include PHI when describing symptoms, sending medical documents, or discussing treatments. Salesforce does not scan inbound data; which means PHI flows directly into Cases, Files, and Events without any protection.
Strac prevents PHI from entering Salesforce by blocking messages and files in real time.
Salesforce cannot detect medical information before storage; so it cannot prevent PHI from being submitted through Email-to-Case, Chat, or file uploads. This creates HIPAA compliance violations because PHI must be safeguarded and only stored in compliant systems.
Salesforce lacks:
• Pre-ingestion PHI detection;
• Block workflows for medical data;
• OCR for clinical documents or scans;
• Medical terminology recognition;
• User-facing messages for blocked content;
• Historical cleanup and audit logs.
Strac adds a HIPAA-ready protective layer to Salesforce’s communication surfaces.
PHI enters Salesforce in various forms; which means blocking must work across messages, attachments, live chats, and API-based data entries. Blocking prevents sensitive health information from being stored at all; reducing privacy risk dramatically.
Strac blocks:
• PHI inside Email-to-Case messages;
• Case Comments containing medical information;
• Uploaded files such as lab reports, discharge summaries, or scanned forms;
• Chat and Messaging content with diagnoses or insurance IDs;
• API-submitted objects containing PHI;
• Screenshots or photos of clinical documents.
When blocking occurs:
• The message or file never enters Salesforce;
• The user receives a message explaining that PHI cannot be submitted;
• Admins receive alerts;
• Strac logs the event for HIPAA compliance review.
Strac analyzes messages and files in real time; detects PHI using AI + medical terminology models + OCR; and blocks content before Salesforce stores it. This ensures that PHI never lands in Case records or attachments.
Blocking workflows include:
• Message-level blocking for Email-to-Case and Comments;
• File blocking for PDFs, JPGs, PNGs, and DOCXs containing PHI;
• Inline user notifications;
• SIEM or Slack notifications for security teams;
• Bulk blocking for API-based data;
• Optional auto-redaction replacement;
• HIPAA-ready incident logs.
This ensures PHI never enters Salesforce in the first place.
Strac provides the strongest possible protection for Salesforce by preventing PHI from entering the CRM at all. This supports HIPAA’s Minimum Necessary Standard and reduces the organization’s exposure significantly.
Strac offers:
• Real-time PHI blocking;
• OCR scanning for medical PDFs and images;
• Context-aware detection engine;
• Alerts and logs for HIPAA audits;
• Agentless, no-code deployment;
• DSPM + DLP combined for complete Salesforce visibility.
No; Salesforce does not scan or block medical information.
Yes; Strac analyzes and blocks clinical documents before upload.
Yes; blocking prevents unauthorized storage and supports HIPAA safeguards.
Yes; blocking applies across all Salesforce messaging channels.
Yes; Strac inspects API-based data and blocks sensitive medical content.
Strac prevents PHI from entering Salesforce; keeping your CRM HIPAA-compliant and reducing risk from sensitive medical data.
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