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 Thisguide never contains passwords, keys, or secrets — and neither should any page isyou beingadd. written.Record where a credential lives, never what it is.

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referenceCRM ofBuilder URLs,tool environments,— provisions, configures, upgrades, and whererecovers credentialsthe CRM. The CBM implementation team / deployment maintainer — for configuration changes and configurationtechnical areoperations kept.(see Getting Help and Next Steps).