🔧 b) Configuring DNS Records needed

🌐 Configuring Wildcard A Records

To properly support tenant subdomains (e.g. client1.yourdomain.com, client2.yourdomain.com, etc.) in your SaaS Module for Perfex CRM, you’ll need to configure a wildcard A record in your DNS settings. This record ensures that any subdomain under your main domain points to your server and loads the correct tenant workspace.

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✅ What is a Wildcard A Record?

A wildcard A record allows all subdomains of a domain to resolve to a single IP address—without needing to create each subdomain manually. Instead of configuring:

client1.yourdomain.com → 123.123.123.123
client2.yourdomain.com → 123.123.123.123
client3.yourdomain.com → 123.123.123.123

You simply add:

*.yourdomain.com → 123.123.123.123

This is essential for SaaS platforms that dynamically generate subdomains for each customer (tenant).

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☁️ Using Cloudflare

Cloudflare is one of the most popular DNS management providers and works perfectly with wildcard A records.

🔧 Steps to Add a Wildcard A Record in Cloudflare:

1. Log in to your Cloudflare Dashboard.
2. Select your domain from the list.
3. Go to the DNS tab.
4. Click “Add Record”.
5. Set the following values:
   • Type: A
   • Name: *
   • IPv4 Address: Your server IP (e.g., 123.123.123.123)
   • Proxy status: DNS only (⚠️ Important: Must be gray-clouded for wildcard subdomains to work properly)
6. Click Save.

⚠️ Important: Cloudflare does not support wildcard subdomains over their proxy (orange-clouded) unless they are pre-defined. That’s why you must select “DNS Only” (gray-cloud) when setting up the wildcard record.

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🧩 Using Other DNS Providers (GoDaddy, Namecheap, etc. including all Control Panels)

If you’re not using Cloudflare, the process is similar. Here’s a general guide:

1. Log in to your DNS provider’s dashboard.
2. Navigate to your domain’s DNS Management or Zone Editor.
3. Add a new A Record with the following values:
   • Host / Name: *
   • Type: A
   • Value / Points to: Your server IP address
   • TTL: Auto or 30 minutes
4. Save changes.

Each provider may label things slightly differently, but the concept is the same. Once the wildcard A record is in place, all subdomains will resolve to your server.

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🔍 How to Verify

After updating your DNS:

1. Open a terminal or command prompt.
2. Run:

ping randomsubdomain.yourdomain.com

If it returns your server’s IP, the wildcard DNS record is working as expected.

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💡 Pro Tip: Pairing with Wildcard SSL

If your SaaS module is running over HTTPS, make sure you’re also using a Wildcard SSL Certificate (e.g., from Let’s Encrypt or a paid provider). This ensures that all tenant subdomains are covered under the same certificate.