How to Delete PII in Salesforce Automatically

Salesforce is a central system for customer communication and ticket resolution; but unlike compliance-first systems, it does not automatically delete sensitive personal data. Once PII enters Cases, Comments, or Files, it persists until manually removed. This violates GDPR’s storage limitation principle and CPRA’s requirement to minimize the retention of Sensitive Personal Information.

Strac automatically deletes PII the moment it appears inside Salesforce; closing privacy gaps across all communication and file surfaces.

Why Salesforce Cannot Reliably Delete PII (Personal Data)

Salesforce stores everything it receives; and does not scan file contents or messages for PII. This leads to accidental storage of personal data that should not remain inside CRM systems. Without automated deletion, teams rely on manual cleanup that is time consuming and unreliable.

Salesforce lacks:
• Automatic PII deletion;
• PII-aware scanning for texts and files;
• OCR detection for images or PDF-based PII;
• Bulk deletion mechanisms;
• GDPR/CPRA aligned retention workflows;
• Audit logs for deletion events.

Strac introduces real-time PII deletion across Salesforce objects and files.

✨What PII (Personal Data) Auto-Deletion Looks Like Inside Salesforce

PII enters Salesforce from multiple communication channels. Deletion must therefore work across unstructured content, structured CRM fields, and file attachments. Strac identifies and removes PII before it spreads to other objects or downstream systems.

Strac auto-deletes:
• Names, emails, and phone numbers inside Case messages;
• Personal data in Case Comments;
• PDF forms and screenshots containing PII;
• Files uploaded through Salesforce Files or API;
• Chat or Messaging content containing emails or addresses;
• PII inserted via integration workflows.

When PII is deleted, Strac:
• Removes the sensitive content immediately;
• Logs the deletion event for GDPR/CPRA documentation;
• Sends alerts to administrators;
• Optionally replaces the content with a redacted safe version.

How PII (Personal Data) Auto-Deletion Works in Salesforce with Strac

Strac uses AI classification, pattern detection, and OCR to analyze Salesforce content at ingestion. When PII is detected, Strac applies deletion policies instantly; eliminating risk from Cases, Emails-to-Case, Files, or Chat channels.

Deletion workflows include:
• Removing PII from Case bodies;
• Deleting files containing personal data;
• Replacing messages with masked versions;
• Alerts to Slack, SIEM, or email;
• Deletion of API-submitted PII;
• Historical cleanup across old Cases and Files;
• Full audit logging for GDPR and CPRA compliance.

This ensures Salesforce contains the minimum personal data required for operations.

How to Configure PII (Personal Data) Auto-Deletion in Salesforce with Strac

1. Connect Salesforce to Strac via OAuth.
2. Enable PII Detection in the Strac policy center.
3. Choose Delete as the remediation action.
4. Enable OCR to detect PII in scans, forms, and images.
5. Apply policies to:
   • Cases
   • Email-to-Case
   • Salesforce Files
   • Live Chat
   • API insertions
6. Configure admin notifications for deletion events.
7. Monitor deletion logs and ingestion events via Strac dashboards.

🎥Why Strac Is the Best Way to Delete PII (Personal Data) in Salesforce

Strac ensures PII is not retained inappropriately inside Salesforce; supporting GDPR and CPRA retention requirements. With real-time detection and auto-removal, organizations maintain strict data hygiene across CRM workflows.

Strac offers:
• Real-time PII deletion across all Salesforce surfaces;
• OCR detection for PDFs, screenshots, and image-based PII;
• Auditable removal logs for GDPR/CPRA;
• Historical PII cleanup;
• DSPM + DLP visibility;
• No-code, agentless deployment.

🌶️Spicy FAQs on How to Delete PII (Personal Data) in Salesforce

Does Salesforce automatically delete PII?

No; Salesforce does not detect or delete personal data.

Can Strac delete PII inside attachments?

Yes; Strac uses OCR to detect and delete PII in all file formats.

Does auto-deletion help with GDPR/CPRA compliance?

Yes; deletion reduces long-term retention and exposure of PII.

Can Strac remove PII inserted through APIs?

Yes; API-level deletion is fully supported.

Can Strac delete historical PII across old Cases?

Yes; historical scanning and bulk remediation are built in.

Try Strac for Salesforce PII (Personal Data) Deletion

Strac deletes personal data inside Salesforce automatically; ensuring GDPR and CPRA compliance and reducing CRM privacy risks.