Salesforce is used extensively across healthcare, insurance, wellness programs, and telemedicine support. Patients often share medical information through tickets or uploads; and Salesforce retains this content without any HIPAA-specific controls. Manual deletion is slow and unreliable because PHI is scattered across messages, comments, and files.
Strac automatically deletes PHI across Salesforce surfaces to keep CRM operations HIPAA-compliant.
Salesforce is not designed as a HIPAA-first repository; and it does not natively detect or remove protected health information across its messaging or file flows. PHI may remain stored in Cases for months; copied into exports; or synced to downstream systems; creating compliance violations.
Salesforce lacks:
• Automatic PHI deletion;
• OCR detection for clinical scans;
• Medical-context classifiers;
• File-level deletion workflows;
• Bulk cleanup of historical PHI;
• HIPAA audit logs for deletion events.
Strac introduces automated scanning and deletion of medical data across all Salesforce data entry points.
PHI must be removed as soon as it is detected to maintain HIPAA compliance. Because Salesforce accepts messages, chats, and file uploads without inspection; deletion must work across all communication surfaces.
Strac auto-deletes:
• PHI inside Email-to-Case subject lines or bodies;
• Medical details inside Case Comments;
• Clinical documents uploaded as PDFs, images, or scans;
• Lab results, diagnoses, and treatment notes;
• Chat messages containing PHI;
• API-inserted records from external healthcare platforms;
• Screenshots of patient charts or EHR systems.
When Strac deletes PHI, it:
• Removes sensitive elements;
• Logs the deletion for HIPAA auditing;
• Optionally replaces content with a redacted version;
• Alerts administrators.
This ensures PHI never persists beyond a few milliseconds.
Strac uses AI-powered PHI detection combined with OCR to scan text and files in real time. When PHI appears, Strac applies deletion rules instantly and prevents unauthorized storage. This eliminates the PHI footprint inside Salesforce.
Deletion workflows include:
• Removing PHI from Case bodies and comments;
• Deleting attachments containing PHI;
• Redacting or replacing text with placeholders;
• Alerting privacy and compliance teams;
• Bulk cleanup of historical PHI;
• HIPAA-ready audit logs for regulators;
• Optional SIEM forwarding.
These workflows bring Salesforce closer to HIPAA-compliant handling of sensitive medical data.
Strac allows organizations to eliminate PHI exposure in Salesforce. Automated deletion removes sensitive content from both messages and files; minimizing risk and aligning with HIPAA’s confidentiality rules and data minimization standards.
Strac offers:
• Real-time PHI deletion;
• OCR detection for clinical scans;
• Medical-context models with high precision;
• HIPAA-ready audit logs and evidence trails;
• DSPM + DLP coverage across all surfaces;
• Zero-code, agentless deployment.
No; Salesforce does not provide PHI-aware deletion workflows.
Yes; Strac uses OCR to detect and delete PHI inside clinical files.
Yes; deletion prevents unauthorized retention of PHI and supports HIPAA safeguards.
Yes; API-inserted PHI is fully scanned and removable.
Yes; historical scanning and cleanup are supported.
Strac auto-deletes PHI inside Salesforce; enabling HIPAA-compliant workflows and eliminating medical data exposure.
.avif){kind=icon}
.gif)
.webp)
