Provide Autonomous Transfer Credit Estimates to Prospective Students with Agentforce

Help prospective students with application decisions by making transfer credit estimates readily accessible in the Transfer Credit Agent (beta). Estimate credits that are transferable into an institution or learning programs right in an agent session to reduce response time for evaluations. Save previous estimates to give students continuous access.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, Performance, and Developer editions where the Education Cloud license and the applicable Agentforce add-on licenses are enabled.

Note The Transfer Credit Agent is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer. Use of this pilot or beta service is at the Customer's sole discretion.

When: Transfer Credit Agent (beta) is available later in Spring 2026.

Who: Users with the Education Cloud Full Access permission set can configure Transfer Credit Agent (beta). Any user, including guest users, can use Transfer Credit Agent (beta).

How: To turn on Transfer Credit Agent (beta), from Setup, find and select Set Up Education Cloud. Under Set Up Agentforce for Education Cloud, turn on Student Recruitment Agent (Beta).