Live Call Board

Give Sales teams real-time visibility on Leads with Dynamic Components and Flow.

Not a calling solution

This tutorial uses a "live call" scenario to demonstrate how platform events and screen flows can make Dynamic Components refresh in real time for all users. The same pattern fits any live-status use case (field techs, agents, lead claiming, etc.).

Before you start

This use case has some configuration prerequisites. Make sure you review the Set up section of this page before building!

Learning focus points

• Creating components that refresh seamlessly using platform events
• Combining dynamic components and screen flows

Objective

Give sales teams real-time visibility into who is calling which Lead, so everyone stays aligned.

Sales reps need to instantly see if a Lead is already being contacted. This helps avoid:

• Multiple reps calling the same customer
• Confusing or frustrating customer experiences
• Wasted time and duplicated efforts

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Solution

This solution uses Avonni Dynamic Components combined with Salesforce automation, all built with no code.

Sales reps get a live, interactive list of Leads where they can:

• See which Leads are currently “on a call”
• Start a call directly from the list
• Automatically free the Lead when the call ends

The view updates instantly for everyone, ensuring the team always has the latest information.

How It Works (User Perspective)

1. A sales rep opens the Lead list.
2. They immediately see if a Lead is available or already on a call.
3. When they click Call:

   • The Lead is marked as “On Call”
   • Everyone else sees this update instantly
4. When the rep finishes the call:

   • The Lead becomes available again
   • The list refreshes automatically for the whole team

No page refresh or manual updates.

What we'll create

• 1 Avonni Dynamic Component to allow users to view Leads and take action
• 1 Screen Flow to handle automation
• 1 platform event object that will allow for dynamic refreshing of the component, ensuring users always have the most up to date view
• 2 custom Lead field to tag which leads that are currently on call

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Set up

Prerequisites

Create Lead custom fields

• Create a boolean IsActiveCall__c
• Create a text formula field CallAvailabitily_F__c

  1. Display colour HTML codes based on the IsActiveCall__c boolean

     1. Example : IF (IsActiveCall__c = True, '#FF5D2D', '#41B658')

Platform Event Object

• Create a platform event in the Salesforce setup, named LeadCall__e

  • Create a custom text field to store the LeadId LeadId__c

Set up the Screen Flow

1

In Flow Builder, create a Screen Flow

• Create a screen flow AV_Call_Lead. We'll use this name to refer to the flow in the Dynamic component going forward.

Leverage more Avonni Flow components to boost user experience for this use case.

Our demo uses the following Flow components :

• Alert for call headers
• Record details to display lead fields
• Timeline to view recent activities

Review our Going Further section for more.

2

Create variables

• Start with a recordId text input variable

3

Update the Lead record

• Update the current Lead with IsActiveCall__c = true to tag the Lead record.
• This will allow to disable the Call button in the dynamic component when a user calls the lead

  • This also drives the green/red indicator of lead availabity !

4

Create a Platform Event

• Use a create record element to create a LeadCall__e platform event record that will trigger the dynamic component refresh so other users get the most up to date view

  • Set the LeadId__c field to recordId

5

Build a screen

• Display a screen to the user, simulating that they are currently on call and letting them finish the call to make the lead available again

We only specify the configuration of mandatory components to make the use case work.

Review the additional components in the Going furthersection.

Add more screens and features to your flow based on your user guidance needs.

6

Update the Lead record

• Update the current Lead with IsActiveCall__c = false.
• This will allow to enable the Call button in the dynamic component when the call is done.

7

Create a second Platform Event

• Create a second platform to refresh the dynamic component and make the lead available again to all users.

8

Save and review

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Configure the Dynamic Component

1

Navigate to the Avonni Dynamic Component Builder

2

Add a Card Container

• Use a Card container for a modern look

3

Set up a Data Table

• Set a Data table component with a query on Leads, displaying fields

Important

Set up advanced Query setting Refresh Channel Emp = LeadCall__e (the platform event). This will ensure the component listens to this event and trigger a query refresh every time one is created.

• Create the Call row level action button

Important

Disable the button dynamically by setting it's Disabled property to the IsActiveCall__c field value.

• Create the Call availability column to display colour badges to illustrate at a glance if a lead is available

  • Set up the CallAvailabitily_F__c field as a Badge and set it's colour background property as the field name

This is the basic set up for this feature. Leverage more Avonni components to boost your user experience by reviewing our Going further section.

4

Create an Interaction to launch the Flow

• Create an Open Flow Panel Interaction for the Call action launching the AV_Call_Lead screen flow.
• This will open the screen flow on the right panel when users click on the button.

Important

Populate the Flow's recordId input variable with the row action SObject Id (the Lead Id of the row) to pass data from the component

5

Save and review

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Going further

Review the documentation for the components used in this use case.

Flow components

Alert | Flow Screen | Documentation Hubdocs.avonnicomponents.com

Record Detail | Flow Screen | Documentation Hubdocs.avonnicomponents.com

Timeline | Flow Screen | Documentation Hubdocs.avonnicomponents.com

Dynamic Component Features

Apply Badge Color-Coding | Dynamic Components | Documentation Hubdocs.avonnicomponents.com