Healthcare organizations, insurers, telemedicine platforms, and wellness providers rely on Salesforce for patient support and operational workflows. Patients routinely include medical diagnoses, medication details, or insurance IDs in support tickets or uploaded documents. Salesforce does not natively detect PHI; which means incidents go unnoticed and violate HIPAA rules around monitoring and breach prevention.
Strac enables instant PHI alerts across all Salesforce communication surfaces.
Salesforce does not include PHI detection logic; cannot alert administrators when protected medical data appears; and lacks OCR scanning for clinical documents. This leaves organizations blind to PHI exposure and unable to respond in time to meet HIPAA requirements.
Salesforce lacks:
• Health-specific PHI detection;
• Alerts for diagnoses, lab results, or medical identifiers;
• OCR for medical PDFs or scans;
• Incident alerts or HIPAA-compliant notifications;
• SIEM integrations for PHI events;
• Retroactive detection of historical PHI.
Strac adds the missing real-time PHI detection and alerting layer.
PHI enters Salesforce in both structured and unstructured content; alerting must work across messages, attachments, and integrations. HIPAA requires organizations to detect and escalate health data incidents rapidly; alerts provide the visibility needed to act.
Strac sends alerts when detecting:
• Diagnoses or medical terms in Email-to-Case;
• Lab values or test results;
• Insurance IDs and claim numbers;
• Referral notes or treatment comments;
• Attachments with PHI (PDF, JPG, PNG, DOCX);
• Chat transcripts containing medical discussions;
• API-inserted records containing PHI;
• Screenshots from EHR systems.
Alerts include:
• The Case or object where PHI appeared;
• The detected medical identifiers;
• File versus message source;
• Exposure severity and location;
• Recommended follow-up actions;
• Whether external users viewed the content.
Alerts trigger workflow automation and compliance response.
Strac scans Salesforce in real time; detects medical content using AI + OCR + healthcare context models; and immediately generates alerts. These alerts help teams enforce HIPAA’s requirement for monitoring and rapid response.
Strac’s alert workflows include:
• Slack alerts to IT and security channels;
• Email alerts to HIPAA privacy officers;
• SIEM ingestion for SOC workflows;
• Optional auto-redaction or deletion;
• Event logs for HIPAA compliance documentation;
• Inline messaging for agents attempting to store PHI.
This gives organizations full visibility into health data exposure inside Salesforce.
Strac is the only real-time DLP and DSPM solution built for Salesforce that detects PHI with high medical-context precision. Alerts help organizations respond quickly, prevent breach escalation, and maintain HIPAA compliance.
Strac offers:
• Real-time PHI alerts;
• OCR detection for clinical documents;
• Context-aware medical detection;
• SIEM and SOC alert integration;
• HIPAA-ready audit logs;
• No-code deployment;
• Unified DSPM + DLP for full Salesforce visibility.
No; Salesforce does not detect or alert on PHI.
Yes; OCR identifies PHI inside PDFs, images, and clinical scans.
Yes; alerts support monitoring and incident response requirements.
Yes; alerts work across all Salesforce messaging channels.
Yes; API-level data is fully scanned and alertable.
Strac gives your team immediate visibility whenever PHI appears in Salesforce; helping maintain HIPAA compliance and prevent sensitive exposure.
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