Excel Add-In for Workday

Build 25.0.9434

CustomersGroups

Associates customers with predefined groups. This table enables segmentation for targeted marketing, account management, and service-level differentiation.

Workday Resource Information

Retrieves a customer with the specified ID.

Secured by: View: Customer

Scope: Customers

Columns

Name Type Description
Id [KEY] String The system-generated unique identifier (Id) for this customer group record. This Id is used for tracking and referencing within Workday.
Customers_Id [KEY] String The Workday Id of the customer associated with this group. This Id establishes a relationship between the customer and a specific customer grouping. Customer groups are often used for segmentation, reporting, and targeted financial processing.
Descriptor String A human-readable preview of the customer group, providing a brief summary or classification that helps identify the group in Workday reports and user interfaces.
Name_Prompt String A reference field used to specify or retrieve the official name of the customer group within Workday. This name is used in reports, financial transactions, and API queries.

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Build 25.0.9434