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Managing Your Pro Suite Compliance

If you’re using Pro Suite, you’re responsible for your Health Insurance Portability and Accountability Act (HIPAA) compliance. Manage your compliance by enabling only HIPAA-ready Salesforce services and features and disabling those that aren’t covered by the Business Associate Addendum (BAA).

Required Editions

Available in: Lightning Experience
Available in: Pro Suite Edition

These features and services offered in Pro Suite Edition aren’t covered by the Business Associate Addendum (BAA): Einstein Activity Capture, Salesforce Inbox, and Einstein Send Time Optimization (STO).

Einstein STO is disabled by default in Pro Suite and must remain disabled for the purposes of HIPAA compliance. Einstein Activity Capture and Salesforce Inbox are enabled by default and must be disabled to prevent the submission or processing of Protected Health Information (PHI).

Disable Einstein Activity Capture and Salesforce Inbox

A user with the System Administrator profile must disable features and services that aren’t covered by the BAA.

  1. Disable Einstein Activity Capture.
    1. From the gear icon, open Advanced Setup.
    2. In the Quick Find box, enter Einstein Activity Capture.
    3. Under Einstein Activity Capture, select the Settings tab and disable Einstein Activity Capture.
  2. Disable Salesforce Inbox.
    1. In the Quick Find box, enter Inbox.
    2. Under Inbox, select Setup Assistant and disable Inbox.

See Also