Implement steps for customer actions

Learn how to implement customer actions on your instance to increase its security posture.

Before you begin

Role required: admin

About this task

Customer Actions (CA) provides you step by step instructions for how to implement the changes on your instance to increase your security posture. CA pulls relevant content from the product documentation to guide you through each step of the implementation process. Follow the steps below to learn how to implement a customer action.

Procedure

1. Navigate to the Customer Actions app.
2. Click on a customer action to implement.
   Under the Updates section, the Available tab lists all the Customer Actions on your instance. Click on a customer action under this tab to view the instructions.
3. Read the overview to learn why the customer action is needed, and to prepare for implementing the steps.
   Click on Go to next step to progress to the implementation details.
4. Implement the update steps.
   
   1. Read each group of instructions and implement them within your instance.
   2. Click Mark complete when you are done with a set of instructions.
   3. Repeat steps a-b until you have completed all of the update steps.
   4. Click Complete.
   The customer action should no longer be available under the Updates section of the Customer Actions homepage.