Process:
After I edit the record:
9 answers
It makes sense now, I didn't realize you are using person accounts.
It is a limitation to be not able to use Contact fields like FirstName, LastName through the Account Lookup field in Process builder.
Check this to know more :
Error 'Flow failed' when using Process Builder to access Contact fields on a Person Account (https://help.salesforce.com/articleView?id=000340118&type=1&mode=1)
As the suggested workwround states :
b) Alternately, create a Formula Field on the Object the Process is on (e.g. testObject) to pull the value from the related Person Account (e.g. following the example above we'd create a formula on 'testObject' with syntax Account__r.PersonContact.testField__c). Then set the Process criteria to refer to this new field.Let's try using something like this in your field reference and check if the process accepts it:
[Delivery_Exception__c].Account__r.PersonContact.Firstname + " " + [Delivery_Exception__c].Account__r.PersonContact.Lastname
(OR)
Create a Formula(Text) field in the custom object :
Account__r.PersonContact.Firstname + " " + Account__r.PersonContact.Lastname
And try to use this in your Assignment row:
Account Name | Field Reference | [Delivery_Exception__c].FormulaField__c
But if these doesn't work I gues we are probably left with no more options than rely on custom coding.
Hope it helps!
