For the complete documentation index, see llms.txt. This page is also available as Markdown.
Live Call Board
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
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)
A sales rep opens the Lead list.
They immediately see if a Lead is available or already on a call.
When they click Call:
The Lead is marked as “On Call”
Everyone else sees this update instantly
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
Set up
Prerequisites
Create Lead custom fields
Create a boolean IsActiveCall__c
Create a text formula field CallAvailabitily_F__c
Display colour HTML codes based on the IsActiveCall__c boolean
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.
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
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 Callrow 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
Going further
Review the documentation for the components used in this use case.
