document the upgrade version flow for self-managed (#3889)

* clarify Helm upgrade recommendations, refactor Helm upgrade intro to match

* specify helm, major version

docs/self-managed/setup/upgrade.md

@@ -5,12 +5,10 @@ sidebar_label: "Upgrade"
 description: "To upgrade to a more recent version of the Camunda Helm charts, there are certain things you need to keep in mind."
 ---
 
-To upgrade to a more recent version of the Camunda Helm charts, there are certain things you need to keep in mind.
-
-:::caution
-
-Ensure to review the [instructions for a specific version](#version-update-instructions) before starting the actual upgrade.
+To upgrade to a more recent version of the Camunda Helm charts, configuration adjustments may be required. Review the [instructions for specific versions](#version-update-instructions) prior to starting an upgrade.
 
+:::note
+The recommended Helm upgrade path is to the **latest patch** release of the **next major version**.
 :::
 
 ### Upgrading where Identity disabled

versioned_docs/version-8.5/self-managed/setup/upgrade.md

@@ -5,12 +5,10 @@ sidebar_label: "Upgrade"
 description: "To upgrade to a more recent version of the Camunda Helm charts, there are certain things you need to keep in mind."
 ---
 
-To upgrade to a more recent version of the Camunda Helm charts, there are certain things you need to keep in mind.
-
-:::caution
-
-Ensure to review the [instructions for a specific version](#version-update-instructions) before starting the actual upgrade.
+To upgrade to a more recent version of the Camunda Helm charts, configuration adjustments may be required. Review the [instructions for specific versions](#version-update-instructions) prior to starting an upgrade.
 
+:::note
+The recommended Helm upgrade path is to the **latest patch** release of the **next major version**.
 :::
 
 ### Upgrading where Identity disabled