Best practices
Best practices and recommendations.
4.0
Tagged pages in the 4.0 documentation.
Add third-party packages to an app
Add third-party packages to extend the functionality of your app.
Guide
AI resource queries
Learn how to create AI resource queries to generate text, analyze images, and process documents in Retool.
Guide
Backup and disaster recovery best practices
Learn how to back up and recover your self-managed Retool instance.
Concept
Build modules to reuse queries and components
Learn how to reuse groups of components and queries across classic apps.
Guide
Capacity planning best practices
Learn how to plan and size your self-managed Retool instance for production workloads.
Concept
Classic app best practices
Best practices for building performant classic apps.
Concept
Classic app performance
Best practices for building performant classic apps.
Concept
Configure role-based access control
Use role-based access control (RBAC) to create roles and assign permissions to groups.
Guide
Connect to AlloyDB
Connect AlloyDB to Retool to query data, manage records, and build apps, workflows, and agents with SQL.
Guide
Connect to Amazon S3
Learn how to connect to Amazon S3 and upload, download, manage files in Retool.
Guide
Connect to Azure Blob Storage
Connect Azure Blob Storage to Retool and upload, download, and manage files in your apps and automations.
Guide
Connect to CockroachDB
Connect CockroachDB to Retool to query data, manage records, and build apps and automations with SQL.
Guide
Connect to CouchDB
Learn how to connect to CouchDB and query, manage documents in Retool.
Guide
Connect to GraphQL
Connect GraphQL APIs to Retool and query and mutate data.
Guide
Connect to Microsoft SQL Server
Connect Microsoft SQL Server to Retool to query data, manage records, and build apps and automations with T-SQL.
Guide
Connect to MotherDuck
Connect MotherDuck to Retool and query analytics data, build dashboards, and manage records with DuckDB SQL.
Guide
Connect to MySQL
Connect MySQL to Retool to query data, manage records, and build apps and automations with SQL.
Guide
Connect to PostgreSQL
Connect PostgreSQL to Retool to query data, manage records, and build apps and automations with SQL.
Guide
Connect to Salesforce
Learn how to connect to Salesforce and query CRM data, manage records, and execute custom Apex logic in Retool.
Guide
Connect to Snowflake
Connect Snowflake to Retool to query data, manage records, and build apps, workflows, and agents with SQL.
Guide
Connect to Stripe
Learn how to connect to Stripe and manage payments, customers, and subscriptions in Retool.
Guide
Connect to Twilio
Learn how to connect to Twilio and send SMS messages, make voice calls, and manage communications in Retool.
Guide
Governance in Retool
Learn about governance in Retool.
Concept
Manually edit app code
View and edit the code for your app.
Guide
Mobile app best practices
Learn about the best practices for building performant mobile apps.
Concept
Module best practices
Best practices for building modules.
Concept
Monitoring and alerting best practices
Learn how to monitor and set up alerting for your self-managed Retool instance.
Concept
Prompting guidance for agents
Best practices for writing effective instructions for Retool Agents.
Guide
Query performance best practices
Learn about the best practices for writing performant queries.
Concept
Retool Agents best practices
Best practices for Retool Agents.
Concept
Security checklist for self-managed Retool
A checklist of security controls to apply before and after deploying self-managed Retool.
Concept
Self-managed Retool administration best practices
Best practices for administering, maintaining, and operating self-managed Retool instances.
Concept
Testing best practices
Best practices for testing classic apps.
Concept
Upgrade planning best practices
Learn how to plan and manage Retool upgrades for self-managed instances.
Concept
Workflow performance best practices
Learn about the best practices for building performant workflows.
Concept