How to Redact PHI in Salesforce Automatically

Salesforce is widely used in healthcare operations; telemedicine workflows; insurance claims processing; and employer wellness programs. Patients often paste medical details directly into support forms; or upload scanned medical documents containing diagnoses, treatment data, or lab values. Salesforce cannot detect or redact PHI; which creates major HIPAA risks.

Strac automatically redacts PHI throughout Salesforce objects, messages, and files; neutralizing health data instantly.

Why Salesforce Cannot Reliably Redact PHI (HealthCare Data)

Salesforce does not include health-specific DLP; cannot detect protected health information; and cannot redact medical details in messages, files, or Case fields. This means PHI sits inside Cases, Feed Items, Files, and email threads unless manually cleaned.

Salesforce lacks:
• PHI detection models;
• HIPAA compliance safeguards;
• OCR for medical PDFs and clinical scans;
• Automatic redaction workflows;
• Historical PHI cleanup;
• Audit logs for HIPAA reporting.

Strac provides medical-context detection and automated PHI redaction across all Salesforce surfaces.

What PHI (HealthCare Data) Looks Like Inside Salesforce

PHI appears in Salesforce in many formats; and redaction must handle both structured and unstructured data. HIPAA defines PHI as anything that relates to past, present, or future medical conditions or care.

Common PHI exposures in Salesforce include:
• Diagnoses inside Email-to-Case threads;
• Lab results or medical measurements;
• EHR screenshots attached as images;
• Insurance IDs or claim numbers;
• Doctor or provider notes;
• Referral forms and clinical summaries;
• Treatment details and medication lists;
• Scanned patient forms;
• Files containing ICD/CPT billing codes.

Strac uses AI + OCR + health-specific models to identify PHI accurately.

What It Means to Redact PHI (HealthCare Data) in Salesforce

Redaction masks only the sensitive medical portion of the message or file; keeping the Case usable without exposing PHI. This supports HIPAA’s Minimum Necessary Standard and GDPR’s special-category data protection.

Example:
“Diagnosis: Type 2 Diabetes, patient John Miller”
→ “Diagnosis: ******, patient J M”

Redaction preserves workflow context; protects patient privacy; and prevents violations.

Strac redacts PHI across:
• Cases
• Case Comments
• Email-to-Case
• Live Chat transcripts
• Messaging for In-App
• Salesforce Files (PDFs, images, spreadsheets)
• API-inserted objects

Real Examples of PHI (HealthCare Data) Redaction in Salesforce

Example 1 — Email-to-Case with lab results
Strac redacts the measurements and patient identifiers.

Example 2 — Uploaded scanned referral form
OCR detects PHI across the scanned form; redacts it automatically.

Example 3 — Live Chat conversation
Strac redacts diagnoses and insurance numbers before agents see them.

Example 4 — PDF medical summary
Strac redacts ICD/CPT codes and treatment details.

Example 5 — API integration pushes PHI
Strac redacts or deletes PHI in real time across custom objects.

✨Why Strac Is the Best Way to Redact PHI (HealthCare Data) in Salesforce

Strac combines real-time AI detection, OCR scanning, HIPAA-aware classification, and automated redaction to remove PHI instantly across messages and files. It ensures Salesforce remains safe and compliant even in health-related workflows.

Strac offers:
• Real-time PHI redaction;
• OCR for clinical PDFs and images;
• Context-aware medical classifiers;
• Historical PHI cleanup;
• HIPAA-ready audit logs;
• Agentless deployment;
• DSPM + DLP unified detection.

🌶️Spicy FAQs on How to Redact PHI (HealthCare Data) in Salesforce

Does Salesforce natively redact PHI?

No; Salesforce does not detect or mask protected health information.

Can Strac redact PHI inside PDF medical documents?

Yes; OCR supports scans and multi-page PDFs.

Does PHI redaction support HIPAA compliance?

Yes; redaction removes exposure and supports Minimum Necessary standards.

Can Strac redact PHI entered through Live Chat?

Yes; Strac protects all messaging channels.

Can Strac retroactively clean up old PHI in Salesforce?

Yes; historical scanning and remediation are supported.

Try Strac for Salesforce PHI (HealthCare Data) Redaction

Strac redacts PHI automatically inside Salesforce; ensuring HIPAA and GDPR special-category data compliance with zero friction.