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[No QA] Docs updates for E/A#96351 correct Certinia PSA/SRP install link#96360

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[No QA] Docs updates for E/A#96351 correct Certinia PSA/SRP install link#96360
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Docs updates for E/A#96351

Explanation of Change

PR #96351 fixed the outdated Certinia PSA/SRP production bundle install link in the app, pointing it at the correct Salesforce package (04t2M000002J0BM, the same package Expensify Classic's modal uses) and reverting the version copy back to 1.3.

The Certinia help articles still pointed at the old, incorrect package ID (04t2M000002J0BH) — the exact bug that PR fixed — and the URL was additionally malformed with double-encoded query-string junk. This PR corrects the PSA/SRP installer link in both articles to the clean, correct URL:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2M000002J0BM

Files changed

  • docs/articles/new-expensify/connections/certinia/Connect-To-Certinia.md — corrected the PSA/SRP installer link.
  • docs/articles/expensify-classic/connections/certinia/Connect-To-Certinia.md — corrected the PSA/SRP installer link.

The FFA installer link and the sandbox link were left unchanged (PR #96351 only changed the PSA production package). The docs do not reference the bundle version number in text, so no version copy change was needed there.


@yuwenmemon, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

Co-authored-by: Yuwen Memon <yuwenmemon@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jul 16, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#96351 correct Certinia PSA/SRP install link [No QA] Docs updates for E/A#96351 correct Certinia PSA/SRP install link Jul 16, 2026
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yuwenmemon marked this pull request as ready for review July 17, 2026 04:26
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HelpDot Documentation Review

Overall Assessment

This PR makes a narrow, high-value correction: it fixes the PSA/SRP installer link in both the New Expensify and Expensify Classic Connect-To-Certinia articles. The old links pointed at an incorrect Salesforce package ID (04t2M000002J0BH) and were additionally malformed with double-encoded query-string junk (...J0BHD%252Fpackaging%253FinstallPackage.apexp%253Fp0%253D...). Both are replaced with a single clean, correct URL (p0=04t2M000002J0BM). This is purely a link correction; no prose, headings, metadata, or structure were touched.

Scores Summary

  • Readability: 9/10 - The changed lines keep the existing clear bullet format (PSA/SRP: PSA/SRP Installer) with bolded module labels and descriptive anchor text. No readability regression; the fix removes a broken/confusing URL.
  • AI Readiness: 9/10 - No impact on task-based headings, feature naming, or YAML metadata. The corrected link keeps the install workflow accurate, which improves retrieval reliability for the Certinia setup task.
  • Style Compliance: 9/10 - Anchor text (PSA/SRP Installer) is descriptive and matches the module label, consistent with the untouched FFA link. One minor governance note below.

Key Findings

  • Correct, well-scoped fix: only the PSA/SRP production package link changed, matching the app-side fix in E/A#96351. FFA and sandbox links were correctly left untouched.
  • The replacement URL is clean and consistent in casing/format with the sibling FFA installer link in both articles.
  • Positive: parallel change applied consistently across both New Expensify and Expensify Classic articles, keeping the two docs in sync.
  • Minor governance note (pre-existing, not introduced here): HELP_AUTHORING_GUIDELINES.md Section 7 advises against full URLs and against links inside numbered steps; the Classic article places the installer link within a numbered step. This predates the PR and is out of scope for a link-value correction, since these are required third-party Salesforce destinations that cannot be relative links.

Recommendations

  • No blocking changes. The fix is correct and ready.
  • Optional (out of scope): verify that 04t2M000002J0BM resolves to the intended production PSA/SRP bundle before merge, as confirmed against the Expensify Classic modal in the PR description.

Files Reviewed

  • docs/articles/new-expensify/connections/certinia/Connect-To-Certinia.md - PSA/SRP installer link corrected. Looks good.
  • docs/articles/expensify-classic/connections/certinia/Connect-To-Certinia.md - PSA/SRP installer link corrected. Looks good.

Note: This PR is a targeted link fix; there were no substantive line-level issues warranting separate inline comments.

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