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November 26, 2025
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5
 min read

How to Set Up PCI Alerts in Salesforce Automatically

Learn how to automatically detect and alert on credit card numbers (PCI data) inside Salesforce Cases, Email-to-Case, chats, and attachments using Strac’s real-time Salesforce DLP.

How to Set Up PCI Alerts in Salesforce Automatically
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TL;DR

  1. Salesforce cannot alert you when credit card numbers appear in Cases, Email-to-Case, Chats, or files.
  2. PCI data enters Salesforce through customer support messages, billing escalations, onboarding forms, and uploaded files.
  3. Strac sends real-time alerts when PCI is detected in Salesforce objects, messages, or attachments; enabling immediate remediation and PCI DSS compliance.

Salesforce frequently receives sensitive payment data because customers naturally submit card numbers when requesting refunds, billing help, or subscription changes. Salesforce has no native PCI DLP; it cannot identify, flag, or alert on credit card numbers. This leads to PCI DSS violations and unmonitored exposure in Cases, attachments, and internal workflows.

Strac solves this by sending immediate alerts when PCI appears in Salesforce, helping teams respond quickly and stay compliant.

Why Salesforce Cannot Reliably Alert on PCI

Salesforce captures sensitive unstructured data from multiple inputs; but the platform does not include built-in detection or alerting for PCI DSS-regulated content. Without real-time alerts, teams only discover PCI exposure during audits or manual reviews.

Salesforce lacks:
• PCI detection rules;
• Alerts for PANs or credit card formats;
• OCR scanning for PDFs or images;
• Incident notifications for sensitive data;
• SIEM/SOC forwarding;
• Historical PCI discovery

Strac provides proactive PCI alerting across Salesforce records, feeds, and files.

What PCI Alerts Look Like Inside Salesforce

PCI flows into Salesforce naturally; and real-time alerts must detect card data across all communication surfaces so teams can respond before data spreads or is accessed by unauthorized users.

Strac sends alerts when detecting:
• PANs inside Email-to-Case;
• Credit card numbers pasted into Case Comments;
• Card photos uploaded as attachments;
• Billing screenshots containing card digits;
• PCI data inside Salesforce Files (PDFs, JPGs, DOCX, CSV);
• Chat transcripts containing payment info;
• API-inserted objects with sensitive card numbers.

Each alert includes:
• The type of PCI detected;
• The case or object where it appeared;
• The user who submitted the PCI;
• Whether the file/message is externally visible;
• Recommended remediation (redact, delete, block).

Alerts can route to Slack, email, or SIEM.

How PCI Alerts Work in Salesforce with Strac

Strac processes Salesforce data in real time; scanning messages, files, and objects using AI + OCR. When credit card data is detected, Strac generates a structured alert with full event context. Alerts support PCI DSS requirements for monitoring, logging, and rapid remediation.

Strac’s alert mechanisms include:
• Slack alerts for security channels;
• Email alerts to compliance teams;
• SIEM ingestion for SOC workflows;
• Alerts on feed items, attachments, and API data;
• Event logs for PCI DSS audits;
• Optional auto-redaction or deletion based on policy.

This ensures instantaneous visibility into PCI risks.

How to Configure PCI Alerts in Salesforce with Strac

  1. Connect Salesforce to Strac using OAuth.
  2. Enable PCI Detection in the policy dashboard.
  3. Set Alert as the remediation action.
  4. Choose alert destinations: Slack, SIEM, email, PagerDuty, webhook.
  5. Enable OCR to detect PCI in PDFs, screenshots, and files.
  6. Apply alert policies across Cases, Email-to-Case, Live Chat, and Files.
  7. Monitor PCI alerts in the Strac dashboard for audits and compliance.

🎥Why Strac Is the Best Way to Alert on PCI in Salesforce

Strac provides full PCI visibility inside Salesforce by detecting card numbers in messages, attachments, and objects. Alerts help security and support teams take immediate action, preventing unauthorized access and maintaining PCI DSS compliance.

Strac offers:
• Real-time alerting across all Salesforce channels;
• OCR scanning for PDF and image-based PCI;
• PCI DSS compliant event logs;
• Alerts routed to Slack, SIEM, email, and SOC tools;
• Historical scanning of legacy PCI data;
• Fast, no-code deployment.

🌶️Spicy FAQs on How to Alert on PCI in Salesforce

Does Salesforce alert when credit card numbers appear in Cases?

No; Salesforce does not have PCI detection or alerting capabilities.

Can Strac alert on PCI inside attachments like PDFs or images?

Yes; OCR detects PCI across image-based formats.

Is PCI alerting required for PCI DSS compliance?

Yes; PCI DSS requires monitoring and logging of sensitive card data.

Can alerts trigger auto-redaction?

Yes; alerts can be configured to automatically redact or delete PCI.

Does Strac alert across Live Chat and API-inserted objects?

Yes; Strac covers all Salesforce data sources.

Try Strac for Salesforce PCI Alerts

Strac alerts you instantly when credit card data appears in Salesforce; enabling fast remediation and PCI DSS compliance.

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