Environments & Where Things Live
Environments
| Environment | Address | Purpose |
|---|---|---|
| Production CRM | crm.clevelandbusinessmentors.org |
The live system |
| Sandbox CRM | crm-test.clevelandbusinessmentors.org |
Safe testing copy |
| Documentation site | docs.clevelandbusinessmentors.org |
These guides (public) |
Where things live (pointers — no secrets here)
| Thing | Where |
|---|---|
| CRM configuration (fields/layouts/record types, as files) | The CBM repository + the CRM Builder tool |
| Deploy / upgrade / recovery procedures | The CRM Builder tool + CBM repository runbooks |
| Documentation-site deploy & maintenance | infrastructure/CBM-Documentation-Site.md (CBM repository) |
| Credentials & connection settings | A secure store (password manager / the deployment tool's secret storage) — never in documentation or spreadsheets |
| Account & recovery information | The CBM repository's secure account-information area |
This guide never contains passwords, keys, or secrets — and neither should any page you add. Record where a credential lives, never what it is.
Key tools & people
- CRM Builder tool — provisions, configures, upgrades, and recovers the CRM.
- The CBM implementation team / deployment maintainer — for configuration changes and technical operations (see Getting Help and Next Steps).
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