If your site has a password-protected area and user accounts are connected to a Contact record in your Salesforce instance, you have the ability to filter results of a Salesforce Search form based on a logged in user's Contact record or Account record.

This option for filtering records of a given object can apply to 1) the Contacts object itself; 2) the Accounts object itself; or 3) any object that is related to the Contact or Account object.

Filtering by Contact ID

To filter Salesforce Search results by Contact ID of the logged in user:

• Go to Components > J!Salesforce Dashboard > Search
• Click Form Manager
• Open the form containing the records to which you wish to grant edit access
• On the Search Form tab, click Add Salesforce Element
• Select the Contact ID from the Saleforce Field drop down list
• For Hidden, choose Yes
• For Default Value, insert the following variable, matching the exact casing:
  
  {$ContactId}
  
  
• Click Save

Filtering by Account ID

To filter Salesforce Search results by Account ID of the logged in user:

• Go to Components > J!Salesforce Dashboard > Search
• Click Form Manager
• Open the form containing the records to which you wish to grant edit access
• On the Search Form tab, click Add Salesforce Element
• Select the Account ID from the Saleforce Field drop down list
• For Hidden, choose Yes
• For Default Value, insert the following variable, matching the exact casing:
  
  {$AccountId}
  
  
• Click Save