About required customer action

The Required Customer Action column shows the level of action that a user must take to use a feature effectively. Users can read the KB article for the feature for the specific details.

This table describes the level of action required for a feature:

Level Description
1 New feature - not controlled by any configuration, permission, or setup

With impact on existing processes

With transition period. After the transition period, the feature is enabled. You or your users must do the required setup or prepare the necessary data to adapt to the changes.
2 Feature change - requires update on existing setup, views, existing data; and not controlled by any configuration, permission, or setup

With impact on existing processes

With transition period. After the transition period, the feature is enabled. You or your users must prepare to adapt for the feature change before the transition period ends.
3 Application optimization - requires incubation period

With impact on existing processes

With transition period. After the transition period, the improvement is enabled. You and your users must observe the behavior of the application during the transition period.