Manage Transfer Credit Requests

Articulate and Approve Transfer Credits for Applicants

Compare coursework from other institutions with your institution’s curriculum, including its content, rigor, and learning outcomes. Approval of these credits directly influences the applicant's program. Approved credits smooth the transition and reduce repeated courses. Articulating and approving transfer credits manages enrollment quality and promotes applicant success.

Conditions for Selection of Equivalencies

Evaluate the course credit transfer application related to the case and select an learning equivalency related to the external program for the course credit transfer application.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

Course Credit Transfer Application with External Learning Exists	Learning Equivalencies Available	Equivalency	Can Select Equivalency	User Action
No	Not Applicable	Shows course credit transfer application not reviewed	No	Select the course credit transfer application when reviewing the applicant documents
Yes	No	Show: No Equivalency	No	Audit the course credit transfer application and define learning equivalency to match
Yes	Yes (None selected)	Empty (Salesforce will await user to select equivalency)	Yes	Select a learning equivalency
Yes	Yes (Selected)	Shows the selected equivalency and achievement details	Yes, if more than one equivalency match is found No, if only one equivalency match is found	If more than one equivalency match is found, select another learning equivalency.
Yes	Yes (Selected, but ineligible)	Show: Not eligible for transfer and a minimum numeric grade message	Yes	Verify the status of the course credit transfer application record
Yes	Yes (Selected)	Shows missing requirements	Yes	Select a requirement

Create an Academic Review Request

Create an academic review request to review a proposed learning equivalency for the selected course credit transfer application. Give your faculty and administrators a structured workspace to review and manage complex prior learning, such as military experience and portfolios.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To create an academic review request:	Education Cloud Full Access permission set

1. From the App Launcher, find and select Cases.
2. Select a case record for the applicant.
3. From the actions menu, select Articulate.
4. Select the learning programs for which you want to evaluate transfer credits. The learning programs are fetched from the individual applications and learner programs based on the contact associated with the case.
5. Select course credit transfer applications with approved learning for which you want to evaluate transfer credits.
6. From the actions menu, select New Academic Review Request. Salesforce automatically creates a draft learning equivalency and associates it with the new academic review request record.
7. On the Equivalency Suggestions tab, click Edit and Publish.
8. On the External Learnings tab, enter or change the external learning information, such as minimum letter and numeric grades, duration and duration unit.
9. To associate an additional external learning with the learning equivalency, click Add External Learning.
10. On the Internal Learnings tab, select an action and click Add Internal Learning to select internal learning equivalent to the selected external learning.
11. Enter the internal learning information, such as minimum letter and numeric grades, duration and duration unit. These values are assigned to the student when this learning equivalency is approved.
12. On the Learning Program Requirements tab, select learning programs for this learning equivalency.
13. On the Learning Equivalency Details tab, enter the learning equivalency information, such as name, type, start and end dates, and learning category.
14. Save your changes.
    The Equivalency Suggestions tab shows the learning equivalency mapping between the external and internal learnings and the related learning program for the course credit transfer application.

Review Academic Review Requests

Before you review a request, configure the approval workflow. Review the academic review request to activate and publish the learning equivalency for the selected course credit transfer application.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To review academic review requests:	Education Cloud Full Access permission set

1. From the App Launcher, find and select Cases.
2. Select a case record for the applicant.
3. From the actions menu, select Articulate.
4. For a course credit transfer application, select the associated academic review request.
5. On the Equivalency Suggestions tab, click Edit and Publish.
6. On the Learning Equivalency Details tab, select Active and Published.
7. Save your changes.

Note A published learning equivalency can't be edited and published. To edit and publish an active record, unpublish the learning equivalency first and try again.

Validate Transfer Credit Applications

Make informed transfer credit decisions and fulfill degree requirements for a course credit transfer application. Use the Validate Course Credit Transfer Applications screen flow to validate records, and verify that each record is attached to a matching case and has an Approved status.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To validate transfer credit applications:	Education Cloud Full Access permission set

1. From the App Launcher, find and select Cases.
2. Select a case record for the applicant.
3. From the actions menu, select Articulate.
4. Click Validate Transfer Credits.
5. Review and correct the validation errors in the articulation.

Post Transfer Credits

Evaluate and assign approved transfer credits directly to student program plans and view how they affect degree requirements. Edit grades, select posting reasons, and perform bulk actions before you update the academic record.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To post transfer credits:	Education Cloud Full Access permission set

1. From the App Launcher, find and select Cases.
2. Select a case record for the applicant.
3. From the actions menu, select Articulate.
4. Click Post Transfer Credits.
   Resolve validation errors before posting credits. You can post only credits that aren't posted.
5. Edit the Duration, Duration Units, Letter Grade, Numeric Grade, and Reason fields inline.
6. To apply the same changes to multiple course credit transfer applications, select the applications and click Bulk Edit. Change the duration, duration units, letter grade, numeric grade, and reason and then click Update Selected.
7. Click Post.
8. Posting transfer credits creates these records:
   • A learner achievement record for each internal learning.
   • A learner achievement method record for each course credit transfer application and learner achievement.
   • A learner program requirement progress record if a program plan is selected.
9. Review the high-level credit utilization and impact header metrics with a credit calculation summary and breakdown.

   Inbound Credit Utilization Rate	Computes and displays the utilization metric.
   Requirement Completion Impact Estimate	Computes and shows the metrics.