Best Practice Advice
Content
We are working on a project that will do searches on external systems (web service calls) to bring back customer information and order information into the agent's Workspace in the Service Cloud. I am planning on writing these Add-Ins in C# and I am wondering if these should be Workspace Add-Ins or Report Add-Ins? I am planning on displaying the results in reports that are embedded into the Workspace. The workflow will be as follows:
1. Search against 3-4 external systems with basic customer information (phone or email) and display results in a report on the Workspace. This may have 1 customer or a list of customers.
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