Syncing insights to iSeeIt To-Do records in Salesforce

Last updated: November 12, 2026

If your team uses the iSeeIt package in Salesforce, Airspeed can write AI-generated insights into your iSeeIt To-Do records (the iseeit__TO_DO__c object). This lets an insight, for example the answer to a qualification question, appear on the matching checklist item of an Opportunity.

Note: This is a dedicated integration for the iSeeIt To-Do object. It is not a general "sync to any custom object" feature. Other Salesforce custom objects are not supported. Airspeed sets up the iSeeIt mapping for your workspace, so contact your Airspeed representative to turn it on.

What you need

  • Salesforce connected to Airspeed.

  • The iSeeIt package installed, with To-Do records on your Opportunities.

  • Syncing of insights to your CRM turned on for your workspace.

  • One custom insight for each To-Do you want to fill, mapped to the iSeeIt To-Do object.

How it works

  1. A call is matched to an Opportunity. This works the same way as for all other Salesforce syncing (see 📄 How Airspeed syncs with Salesforce).

  2. Airspeed generates the insight values for that call or deal.

  3. Airspeed reads the Opportunity's To-Do records. It looks up the iseeit__TO_DO__c records linked to the Opportunity through the Iseeit__Opportunity__c field.

  4. Airspeed matches by title. The insight's display name must be the same as the To-Do's Title (iseeit__Title__c). The match is exact, so check spelling, spacing, and capitalization.

  5. Airspeed writes the value into the To-Do's Checklist Description (iseeit__Checklist_Description__c).

Only the Checklist Description is written. Airspeed does not change any other field on the To-Do.

How values are written

  • New values are added, not replaced. Checklist Description is often written by people, so Airspeed adds the new value below the existing text, separated by a blank line. It never overwrites your notes.

  • This ignores the per-field sync behavior. The overwrite, append, and merge settings that apply to other mapped fields do not apply here. iSeeIt To-Dos always use append.

  • Repeat syncs do not create duplicates. If the Checklist Description already contains the value, Airspeed skips it.

  • Empty insights are skipped. If an insight has no value for the call, nothing is written.

When it syncs

iSeeIt values sync together with your other insight fields. They update after each new call matched to the Opportunity and when the deal is refreshed. The sync only runs when the call or deal is linked to an Opportunity.

Good to know

  1. No matching title, no write. If the Opportunity has no To-Do with the same title as the insight, Airspeed skips that insight. Nothing is created in Salesforce. Airspeed does not create To-Do records.

  2. The insight must be a deal-linked sync. The Opportunity must be known. Calls that are not matched to an Opportunity do not sync to iSeeIt.

  3. One failure does not block the others. If one To-Do cannot be written, for example because of a Salesforce permission, Airspeed still writes the rest.

  4. Renaming a To-Do or an insight breaks the match. If you rename either one, rename the other to match.

  5. Permissions. The Salesforce user that connected Airspeed needs read access to the To-Do object and edit access to the Checklist Description field.

  6. Salesforce only. This feature does not work with other CRMs.

FAQ

Why did my insight not appear on the To-Do? Check these, in order:

  • The call is matched to the right Opportunity.

  • The Opportunity has a To-Do whose Title is exactly the same as the insight's display name.

  • The insight has a value for this call.

  • The Checklist Description does not already contain the same text.

  • The connected Salesforce user can edit the Checklist Description field.

Can Airspeed replace the existing text? No. Airspeed always adds to the existing text.

Can I sync to a different custom object? Not at this time. Talk to your Airspeed representative if you have a need for another object.

Still need help? Reach out to us with the Opportunity link and the name of the insight, and we'll investigate and get it sorted for you.