• Grant Mann
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I have Account object, Policy custom object and Receipt custom object. The relationships between these are:

 

Account 1:N Policy

Policy 1:N Receipt

 

I have a formula field called 'Account' on Receipt which displays the Name field of the Account related to the Policy in question. Somehow the following formula field:

MyApp__Policy__r.MyApp__.Name

is only working for regular Accounts not Personal Accounts.

I could edit the formula to something like:

 

IF(MyApp__Policy__r.MyApp__Account__r.IsPersonAccount, 
 MyApp__Policy__r.MyApp__Account__r.LastName & ' ' &  MyApp__Policy__r.MyApp__Account__r.FirstName, 
MyApp__Policy__r.MyApp__Account__r.Name)

But it seems to be a lame solution. Anybody knows the reason why this formula doesn't work for Personal Accounts?