Integration best practices

Practical guidance for connecting tools without losing the source of truth: naming, linking, and keeping artifacts consistent.

Prerequisites

• Access to the EShopSet workspace

Steps

1. Open the apps catalog and choose a tool surface.
2. Connect/disconnect as appropriate (prototype behavior may vary).
3. Link artifacts/repo/docs to the project so context stays centralized.

Tips

• Keep client-safe content in the portal; keep internal delivery context in the workspace.
• Prefer workflow runs for repeatable execution and tasks for owned follow-ups.

Troubleshooting

• If you can’t find a page/action, confirm your role permissions.
• If content looks out of date, check the project timeline and latest updates.

Related

• Getting started
• Features
• Use cases