Salesforce Implementation Dashboard - Taskmap
Salesforce Implementation Dashboard Start Prepare for Salesforce implementation Set Up Salesforce CRM L B Engage Extend AA End AC TO VIEW SUB-PROCESS DETAILS If you are viewing this TaskMap with a web browser, click on any Task above If you are viewing this TaskMap with Visio, select a Task, then use the right-click menu to follow the hyperlink to page of interest Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Prepare for Your Implementation Define your company's vision Team built D Your vision will define a clear purpose for the initiative, drive ongoing commitment, and provide a way to measure and prove results Build your team B Return to Dashboard Define and prioritize your goals B03 Company's vision B02 Implementation Head Prepare for Salesforce Implementation Implementation Team Implementation Team B01 It’s very important that your key executives are involved in defining this vision, that you document the vision, and that it is understood by everyone C Getting Started WorkBook: sample vision statements Goals defined and prioritized Implementation Team Implementation Team Develop your rollout plan Rollout plan developed B04 Implementation Team Define key aspects of your process B05 Key aspects defined Map your process to Salesforce CRM functionality B06 F Build a plan around the key areas you want to introduce I Diagram the process flow Build a roadmap on the additional areas you will expand later Rollout Example Process mapped to Salesforce CRM functionality Implementation Team System Administrator Decide which reports you need Train your administrator B07 Reports Set up your company profile Implementation Team Administrator trained B08 J Communicate with your end users B09 K Self-paced training classes are available with your licenses around the clock at no additional charge Start building enthusiasm and keep your users updated as your go-live date approaches Salesforce offers comprehensive instructor led training courses regionally and virtually at an additional cost 2007-2022 Harvard Computing Group, Inc. All rights reserved. L01
Build Your Team Return to Dashboard Implementation Head Build your team B01 Designate a executive sponsor C01 Implementation Head Implementation Head Executive sponser designated The executive sponsor lends his or her influence to the project by becoming its champion Executive Sponsor Designate a project owner Project owner designated C02 Leads the implementation project Must understand the organization's business processes Project Owner Designate a system administrator C03 Manages Salesforce CRM day to day Makes new functionality available In the initial stages of the implementation, the role will require more concentrated time (about 50%). After go-live, managing Salesforce CRM day to day will require much less time (10–25%) System Administrator System administrator designated Define your company's vision Implementation Head Designate key power users C04 Key power users designated B02 Key Power Users Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Define and Prioritize Your Goals Define and prioritize your goals Return to Dashboard Implementation Team B03 Define your goals Develop your rollout plan Implementation Team Goals defined D01 Determine which concrete goals support your vision Executives want to improve sales and track top performers or customer issues Sales managers want better visibility into their pipelines and reports that summarize key information Prioritize your goals Goals prioritized D02 Having some early “wins” is essential. When people experience the value of Salesforce CRM first hand, they’re more likely to support adding additional features Getting Started WorkBook: My Business Priorities worksheet Sales reps want to easily access the sales materials they need and cut down on administrative work. Getting Started WorkBook: My Pain Points and My Business Goals worksheet. Executive Sponsor Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. B04
Rollout Example Return to Dashboard Implementation Team Start Implementation Team Import accounts and existing pipeline E01 Accounts and pipeline imported For general account and opportunity management Introduce a Chatter group Implementation Team Chatter group introduced Upload existing leads E02 E03 For Salesforce CRM training and project communication Begin tracking leads from various sources Leads uploaded Implementation Team Implementation Team Introduce campaign management E04 Campaign management introduced Launch competitive intelligence Chatter groups E05 Implementation Team Chatter groups launched Begin tracking customer issues By onboarding the customer service team and using cases To track marketing initiatives Customer issues tracked Implementation Team Launch forecasting to the sales team E07 Forecasting launched E06 End Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Define Key Aspects of Your Process Define key aspects of your process Implementation Team B05 Develop an understanding of Salesforce CRM terminology F01 Return to Dashboard Implementation Team Understanding developed Implementation Team Outline key characteristics of your business processes F02 Key characteristics outlined Define and develop a visual overview of your own process F03 G H Salesforce CRM terminology Come up with a visual overview of your process Process Maps Process Mapping Software Visual overview of process Implementation Team Clarify what happens at each step F04 Implementation Team Each step clarified What inputs are needed? What does what? Map your processes to Salesforce CRM F05 Processes mapped to Salesforce CRM CRM Process Maps Salesforce CRM How to measure the results Process Maps Process Mapping Software Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. I01 Review the fields associated with the Opportunity process
Outline Key Aspects of Your Sales Process Outline key characteristics of your business processes Implementation Team Implementation Team F02 Return to Dashboard Gather information regarding generating leads G01 Information gathered Where do leads come from? Gather information regarding optimizing lead flow G02 Discuss the sample process with your project team Implementation Team Information gathered Gather information regarding closing deals G03 How do you manage open leads? How do they get into Salesforce CRM? How do you check for duplicates? What happens next? How do you work through leads? What information do you want to measure about leads? How do you measure conversion and top performers? Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. Information gathered How do you manage the sales funnel? How can you measure top deals, closed business by month, and month-to-date trending? H01
Create Your Process Overview Gather information regarding closing deals Project Owner G03 Return to Dashboard Implementation Head Discuss the sample process with your project team H01 Process discussed Modify it to fit your organization Implementation Head Process modified Set up your own sales process H02 Sample process Sample process Implementation Head Clarify what happens at each step Implementation Team Process set-up H03 Start at the point where a lead is qualified as an opportunity. On a whiteboard, draw each step as you ideally want the information to flow My Business Process Questionnaire My Business Process Diagram Implementation Team Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. F04
Map Your Process to Salesforce CRM Functionality Map your processes to Salesforce CRM F05 Implementation Head Implementation Head Review the fields associated with the Opportunity process I01 Establish the names you give to your data elements I02 Data fields reviewed Do you need all the fields? Review the fields and decide which can be removed. Return to Dashboard System Administrator Names established Implementation Team Do you need to rename standard fields so they make more sense: for example, change “Account” to “Company”? Implementation Team Data fields established System Administrator Revisit your goals Process mapped to the Salesforce CRM For example, you may call a customer “Company,” while the corresponding field in Salesforce CRM is “Account.” Salesforce CRM Do you need custom fields that are unique to your business? Map your ideal process to Salesforce CRM I04 Establish the fields in Salesforce CRM I03 J01 CRM Process Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Decide Which Reports You Need Map your processes to Salesforce CRM Return to Dashboard Implementation Team Implementation Team I04 Revisit your goals Goals revisited J01 Implementation Team Complete the Reports that Match My Business Goals worksheet J02 Thinking about what information you want to capture is a critical step before you begin customizing the application Worksheet completed Determine whether the standard reports are sufficient J03 Getting Started WorkBook: Reports that Match My Business Goals worksheet Getting Started WorkBook: Reports that Match My Business Goals worksheet Custom reports required Train your administrator System Administrator Build custom reports B08 J04 You can modify these reports or create your own from scratch This may be necessary if you want to analyze your own custom fields Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. Standard reports sufficient For a list of additional reports, navigate to the Reports tab in Salesforce CRM: on the left side, you will see a list of report folders organized by function (Sales Reports, Opportunity Reports, etc.). Click into the folder to view these standard reports
Communicate with Your End Users Return to Dashboard System Administrator Communicate with your end users System Administrator B09 Create a Chatter group Chatter group created K01 Consolidate all materials, training resources, and conversation into one central location K02 Executive Sponsor Materials consolidated Share key milestones and achievements K03 To share information about your Salesforce CRM deployment Make sure that your executive sponsor is engaged and posting updates and feedback to your users Achievements shared Implementation Head Communicate the difference their input made on the project's launch K04 End users Set up Salesforce CRM Implementation Head Results of input communicated Build anticipation Anticipation built K05 Enlist the help of your marketing staff in treating the Salesforce CRM implementation like a product launch. Focus on two or three aspects of Salesforce CRM that will make your users’ lives easier. Reach out to users who seem particularly enthusiastic and Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. L
Set Up Salesforce CRM Set Up Salesforce CRM Return to Dashboard System Administrator System Administrator L Set up your company profile Company profile set up L01 System Administrator Establish user access and permissions L02 Access and permissions established Customize Salesforce CRM L03 O M Determines basic settings related to time zones, language, and how the fiscal year is defined Salesforce CRM Salesforce CRM Use your local time for setting the time zone, default language, and the default currency. The fiscal year definitions are used in reporting, opportunities, and Set Up and Maintain Your Salesforce Organization Set Up Your Organization portion of our User Guide Salesforce CRM Salesforce customized System Administrator System Administrator Add users Users added L04 Engage Import data Data imported L05 U V Associate actual users with those profiles within your role hierarchy, so users can log in and access the data that's appropriate for them Salesforce CRM Once you add users, you can import data and automatically associate that data with the correct users. When you add a user, Salesforce CRM uses that user's record to generate an invitation to log into the application Salesforce CRM 2007-2022 Harvard Computing Group, Inc. All rights reserved. AA
Establish User Access and Permissions Establish user access and permissions System Administrator L02 Return to Dashboard System Administrator Configure organization-wide defaults M01 Defaults configured System Administrator Determine the role hierarchy M02 Role heirarchy determined Set up sharing rules Sharing rules set M03 N Baseline access users will have to your data Determine the level of visibility users have to data Private – Users can access (view and edit) their information and that of those below them in the role hierarchy. Salesforce CRM Extend access to data if you’ve restricted access through your organization-wide defaults Sharing rules let you make automated exceptions to your organization-wide defaults for particular sets of users Public Read Only – Users can view all data, but can edit only their information as well as that o Sharing rules, like role hierarchies, are only used to give additional users access to records—they cannot be stricter than your organization-wide default settings Salesforce CRM Salesforce CRM Prepare to customize Salesforce CRM System Administrator Set up manual sharing rules Manual sharing rules set up O01 M04 Provide the flexibility to allow record owners to manually give access to other users Salesforce CRM 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Determine Role Hierarchy Determine the role hierarchy Return to Dashboard System Administrator M02 System Administrator Define the basic goals Goals defined N01 Build the role hierarchy Role heirarchy built Assign individual users to the roles N02 It’s not necessary to create individual roles for each title Simply define a hierarchy that gives users in higher-level roles access to the information entered by users in the lower-level roles Set up sharing rules System Administrator Based on how information should roll up for reporting and on who should see what data Salesforce CRM Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. N03 Salesforce CRM Roles assigned M03
Customize Salesforce CRM Set up manual sharing rules Return to Dashboard System Administrator Implementation Team M04 Prepare to customize Salesforce CRM O01 System Administrator Customize fields P Customize page layouts Fields customized O02 O03 Q R Customize your layouts so that they’re attractive and easy to use User satisfaction tends to suffer when there are too many required fields To access a page layout, go to Setup App Setup Customize [choose the object] Page Layouts Layouts customized System Administrator Implementation Team Customize reports O04 Reports customized Decide whether or not to use lead functionality O05 S Associate users to profiles System Administrator Customize Salesforce CRM to use Web-toLead functionality O06 T Leads are a critical part of the sales cycle of most businesses, and Salesforce CRM includes a lot of very useful lead functionality, such as analyzing how leads convert or finding your best channels Leads are captured when prospects fill in a form Tips for Lead Administrators Some companies decide not to use lead functionality because it requires an additional step to turn a prospect into an opportunity Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. U01
Prepare to Customize Prepare to customize Salesforce CRM O01 Return to Dashboard Implementation Team Implementation Team Think before you build Discuss with your users P01 Implementation Team Discussions held Seed and grow P02 Start with the end in mind by identifying your end goal. Think about what information you want to pull out of the system, and then make sure you have the fields to match P03 Talk to your users to find out what’s critical for them to know. Then capture that information to run your business. Start with the basic fields you need and then identify new fields that could make your business run even better End users Implementation Team Modify the standard Salesforce CRM fields Implementation Team Run reports Reports ran P04 Make changes on the fly RE Run reports about one month after you go live to find out which fields are not being used Use the opportunity to survey users about what could be improved. Look at the AppExchange for data quality dashboards and insight into data quality and record completion Changes made Q01 P05 Respond to feedback Make changes immediately to gain instant credibility Make sure you communicate any changes, because users don’t like it when anything that affects their work happens “magically.” AppExchange Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Customize Fields Return to Dashboard Fields modified Make changes on the fly System Administrator P05 Modify the standard Salesforce CRM fields Q01 Remove unnecessary fields System Administrator Additional fields required Salesforce CRM provides commonly used fields for standard records such as accounts, contacts, opportunities, and leads Create fields from scratch Fields created Q02 If a standard Salesforce CRM field that you need doesn’t already exist, you can easily create a custom field Salesforce CRM Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. R01
Customize Page Layouts Create fields from scratch Return to Dashboard System Administrator Q02 System Administrator Remove unnecessary fields R01 Fields removed Change field locations System Administrator Locations changed R02 Salesforce CRM Salesforce CRM Sections created Re-evaluate your information System Administrator Set required fields Required fields set S01 R04 Determine if filling in a field is required before saving Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. Create new sections R03 Salesforce CRM
Customize Reports Determine if filling in a field is required before saving R04 Return to Dashboard System Administrator System Administrator Re-evaluate your information Customize standard reports S01 System Administrator Reports customized S02 Re-evaluate if you have all the information you need to pull the proper reports To better fit your business needs Salesforce CRM Salesforce CRM Create custom reports S03 Determine which fields they contain, how they’re laid out, sorting options, date ranges, and charting options Salesforce CRM Reports created Decide whether or not to use lead functionality System Administrator Leverage pre-built dashboards from the AppExchange S04 Dashboards leveraged O05 Pre-built dashboards contain all the underlying reports tied to the dashboard Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Lead Customization Customize Salesforce CRM to use Web-toLead functionality Return to Dashboard System Administrator O06 System Administrator Decide which fields to include on the Web-toLead form T01 Create a URL as a landing page T02 Such as a "thank you" page Salesforce CRM Salesforce CRM Landing page created System Administrator Add users Send HTML code to webmaster HTML code sent U01 T03 Salesforce CRM Webmaster Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved.
Add Users Return to Dashboard Send HTML code to webmaster System Administrator T03 Associate users to profiles U01 Users asssociated with profiles Associate actual users to profiles within your role heirarchy Salesforce CRM Prepare your data for import System Administrator Generate log in invite Invite generated U02 Salesforce CRM uses that user's record to generate an invitation to log into the application. If you want to delay notifying users, be sure to uncheck the “Generate new password and notify user immediately” checkbox when you go through the process of adding users List of user emails Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. V01
Import Data Generate log in invite U02 Return to Dashboard System Administrator System Administrator System Administrator Prepare for data import Prepare your data Import your final data Engage V01 V02 V03 W X Z 2007-2022 Harvard Computing Group, Inc. All rights reserved. AA
Prepare for Data Import Prepare for data import Return to Dashboard System Administrator V01 Identify your data sources W01 Data sources identified List fields in your current records Export your data to Excel System Administrator System Administrator Fields listed W02 Map your current fields to the Salesforce CRM W03 ACT! Salesforce CRM Outlook Excel Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. Fields mapped X01
Prepare Your Data System Administrator System Administrator Map your current fields to the Salesforce CRM W03 Export your data to Excel Data exported to Excel X01 Ensure your data imported correctly Import unsuccessful Z02 System Administrator Standardize naming and clean up your data X02 Data cleaned up Salesforce CRM import wizard was designed to work with Microsoft Excel Example: Set standards for company names or the way countries are listed Excel Excel Weed out "dirty" data and duplicate contacts X03 Excel Outlook ACT! "Dirty" and duplicate data removed System Administrator System Administrator Review your Excel file Excel file reviewed X04 See if you missed any critical data elements for which you haven't yet created custom fields Excel System Administrator Map your data columns to the Salesforce CRM field names X05 Data columns mapped Assign the correct owners to records X06 If you don't have all the records assigned, the default owner is the administrator who performs the import. Consider renaming the column headers in your Excel file so they match the field names in Salesforce CRM exactly. Salesforce CRM This step will simplify the mapping step in the wizard. Salesforce CRM Owners assigned System Administrator Start importing your data System Administrator Import started X07 Import your data Import successful Test the import X08 Y Go to Data Management & Import Accounts/Contacts or Import Leads. Salesforce CRM Use a small sample Approximately 5 to 10 records— before going ahead with the full import Salesforce CRM 2007-2022 Harvard Computing Group, Inc. All rights reserved. Z01 Return to Dashboard
Test the Import Test the import X08 Return to Dashboard Import your data System Administrator System Administrator Build a custom report or custom view Y01 Custom report/view built Open a record and compare it against the import file Y02 This should let you see at a glance whether the data is laid out correctly System Administrator Records compared Validate the test results Confirm that the record's fields show what you want them to show Import test unsuccessful System Administrator System Administrator Make changes Changes made Delete the test records Y04 Y05 Make changes to the import file or make changes to Salesforce CRM based on the test results Retest changes Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. Import test successful Y03 Share results with selected stakeholders or power users Z01
Import Your Final Data Return to Dashboard Export your data to Excel X01 Import unsuccessful Validate the test results System Administrator Y03 System Administrator Import your data Data import Z01 Engage Ensure data was imported correctly Data correct Z02 Consider importing data during non-working hours – If the system is live for some groups before others, this approach helps avoid confusion Run key reports and display important screens to make sure all the data was imported into the fields where it belongs and in the format you want Excel import file Key reports Salesforce CRM Salesforce CRM Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to correctness or completeness. They illustrate how process maps can be created in various knowledge domains when using TaskMap. 2007-2022 Harvard Computing Group, Inc. All rights reserved. AA
Engage - Develop a Training Strategy Implementation Team Engage A03 Generate username and password for each user AA06 User logins created Return to Dashboard Implementation Team Implementation Team Understand your audience Prepare relevant content AA07 Edit user records Select "Generate new passwords and notify immediatelly" Implementation Team Content prepared AA08 Define distinct goals for each role performing in SalesForce CRM Use real data and examples Consider language, cultural differences and time zones Participant guides Require preparation work from users AA09 Online training: "Help & Training portal" Facilitator guides Quick reference cards Slide shows Implementation Team Implementation Team Capture business objects AA01 Business objects captured Document key requirements Implementation Team Requirements documented Identify key challenges AA02 AA03 Map of business relatioships Challenges identified Implementation Team Define training tools and methodologies AA04 Face-to-face Web training Implementation Team Tools & methodologies defined Schedule the training sessions Implementation Team Training scheduled Go Live AA05 Training Schedule Increase Adoption AB01 AA10 Create training materials repository Sample TaskMaps and TaskMap templates are provided by Harvard Computing Group, Inc. without warranty as to corre
Implementation Head. Leads the implementation project Must understand the organization's business processes Project Owner. Executive sponser designated C03 Designate a system administrator. Implementation . Manages Salesforce CRM day to day Makes new functionality available In the initial stages of the implementation, the role will require
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Understand the Salesforce Adapter. Salesforce Adapter Capabilities1-1. Salesforce Adapter Restrictions1-2. What Application Version Is Supported?1-3. Salesforce Adapter Use Cases1-3. Workflow to Create and Add a Salesforce Adapter Connection to an Integration1-3. Create a Salesforce Adapter Connection. Prerequisites for Creating a Connection2-1
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The Salesforce Console Implementation Guide is for administrators who want to plan and implement a one time, basic setup of a console in Salesforce Classic. Important: This guide covers the setup and customization of Salesforce Classic console apps only. . If Salesforce Knowledge is set up, turn on the Knowledge sidebar so that console .
of new dashboard, click Zreate New Dashboard [ button on the dashboards view. New Dashboard will be opened in design view, ready to be designed and configured. 3.1. Free Position – Dashboard Layout In this dashboard layout mode, dashboard consist of one area where dashboard tiles (charts) are positioned in any preferred way.
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