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Best Practice Advice

edited Jul 2, 2018 1:51PM in Integrations and APIs


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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