Storing the Salesforce Token in SharpenDB – SharpenCX

Introduction

For security reasons, the token used for Salesforce will expire periodically. Instead of generating a new token for every request—which is inefficient—it is best to implement a temporary storage solution. This allows the refreshed token to be stored temporarily in a table, along with essential credentials needed to generate a new token. These include:

User Credentials	Refresh Token
Username	Client ID
Password	Client Secret
Client ID	Refresh Token
Client Secret

Due to character size limitations in table columns, the token will be split into two parts, stored as accessTokenPartOne and accessTokenPartTwo.

Warning – If your Salesforce password expires in accordance with your organization's Salesforce password policy, you must update both your Salesforce login password and security token in the password column within SharpenDB to restore API functionality (e.g., Salesforce record lookups).

password = yourSalesforceLoginPassword + yourSalesforceSecurityToken

Creating a Table in SharpenDB

Step 1: Navigate to SharpenDB

Go to Admin → Configuration → SharpenDB.
If this option is not available, contact the Sharpen Care team to enable this feature.

Step 2: Create a New Table

On the SharpenDB page, click New Table in the upper left corner.
Name the table appropriately and note the name for future reference when building your Logic+ flow.
Click Create to proceed.

Step 3: Define Table Structure

Two tabs will appear: Data and Structure.
Click on the Structure tab.
Select Add Column in the top-right corner.
Define each column with the following properties:
- Column Name: Enter the name of the column (see list below).
- Type: Select varchar.
- Default Value: Set to NULL.
Repeat this process for each of the following columns.
- If you selected OAuth User Credentials, use that column when creating your SharpenDB table.
- If you selected OAuth Refresh Token, use that column instead to define your column names in SharpenDB."

User Credentials	Refresh Token
name	name
accessTokenPartOne	accessTokenPartOne
accessTokenPartTwo	accessTokenPartTwo
username	clientId
password	clientSecret
clientId	refreshToken
clientSecret

Click Save after adding each column.

You may use different column names if preferred, but the templates are designed using the naming scheme above.

Step 4: Populate the Table

In the Name column, enter a clear identifier (e.g., Sandbox or Production). This value will be used for lookups in your flow.

Option A: OAuth User Credentials

Enter your Salesforce username.
In the password column, append your Salesforce Security Token to the end of your login password.

Format:
```
password = yourSalesforceLoginPassword + yourSalesforceSecurityToken
```
Example:
- Salesforce Password: MyPassword123!
- Salesforce Security Token: XYZ456789
- Resulting Password Entry: MyPassword123!XYZ456789
Input the previously generated clientId and clientSecret.
Leave accessTokenPartOne and accessTokenPartTwo as NULL. These values will be automatically populated once your Logic+ flow is completed and tested.

Option B: OAuth Refresh Token

Input the previously generated clientId, clientSecret, and your Refresh Token.
In the refreshToken column, enter your Refresh Token that have you previously collected in OAuth “Refresh Token“ Guide for API Access.
Leave accessTokenPartOne and accessTokenPartTwo as NULL. These values will also be automatically populated once your Logic+ flow is completed and tested.