---
schema_version: "1"
id: d1ede161c9e4b74283c37f1e4c8b9fdfac615720b93e6a801044cdc40a1722f6
title: Manage Transfer Credit Requests
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_manage_transfer_credit_requests.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_transfer_credit_requests.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6483b71ebefc650538552cee56bff33e9b15715c9cc5843013120ed187ea31ee
description: Evaluate transfer credit requests to determine which prior academic credits meet your institution’s requirements. The registrar reviews submitted materials to establish which previously earned credits meet necessary standards. The final list of accepted transfer credits determines the applicant's time to complete a degree.
products:
  - Education
release: "264"
---
# Manage Transfer Credit Requests

Evaluate transfer credit requests to determine which prior academic credits meet your institution’s requirements. The registrar reviews submitted materials to establish which previously earned credits meet necessary standards. The final list of accepted transfer credits determines the applicant's time to complete a degree.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

## Review Applicant Documents

The registrar examines all documents submitted by applicant, such as academic records, test scores, essays, and recommendations, to verify authenticity and completeness. Examines each submitted transcript for completeness and authenticity. The submitted materials include academic records, test scores, essays, and recommendations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92413e137">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e137 ">To review applicant’s documents:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e137 ">Education Cloud Full Access permission set</td>

              </tr>
            </tbody>
          </table>

1. From the App Launcher, find and select **Cases**.
2. Select a case record for the applicant.
3. Go to the Related tab and review the document checklist items.
4. From the actions menu, select **Review Document**.
5. Review the course credit transfer application details and set the status.
6. Select the transcript document and click **Edit**.
7. Select the type of document.
8. Confirm the validity of the document.
9. Save your changes.

## 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92413e297">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e297 ">To articulate and approve transfer credits:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e297 ">Education Cloud Full Access permission set</td>

              </tr>
            </tbody>
          </table>

Before you begin:

- [Set up your org for transfer credits](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_org_for_transfer_credits.htm&release=264.0.0&type=5 "Configure Education Cloud so learners can submit transfer credit requests and transcripts, and staff can review and process them.")
- Define values for the Status picklists in the Course Credit Transfer Application object using the Object Manager.

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 determine equivalencies. Salesforce gets the learning programs from the individual applications and learner programs for the contact associated with the case.
5. For each course credit transfer application related to the case, select a status.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)
    
    Note You can set the status to Approved only when the course credit transfer application review type is Official.
6. Click **Select Equivalency**.
7. Select an equivalent learning related to the external program for the course credit transfer application. Select the related requirements, and then click **Select**.
    
    You can select only an equivalent learning that has requirements.
8. To view the full program requirement hierarchy, estimated completion, and impact on the degree completion.
    1. Click **Select Equivalency**.
    2. Select the Requirement Completion Impact Preview tab.
    3. Select the requirements for the internal courses to view the impact.
9. Save your changes.

## 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <thead class="slds-text-title_caps ">
            <tr><th class="slds-cell-wrap" scope="col" id="d92413e499">Course Credit Transfer Application with External Learning Exists</th>
            <th class="slds-cell-wrap" scope="col" id="d92413e502">Learning Equivalencies Available</th>
            <th class="slds-cell-wrap" scope="col" id="d92413e505"> Equivalency </th>
            <th class="slds-cell-wrap" scope="col" id="d92413e508">Can Select Equivalency</th>
            <th class="slds-cell-wrap" scope="col" id="d92413e511">User Action</th>
          </tr></thead>
          <tbody><tr class="">
            <td class="slds-cell-wrap" data-label="Course Credit Transfer Application with External Learning Exists" headers="d92413e499">No</td>
            <td class="slds-cell-wrap" data-label="Learning Equivalencies Available" headers="d92413e502">Not Applicable</td>
            <td class="slds-cell-wrap" data-label="Equivalency" headers="d92413e505">Shows course credit transfer application not reviewed</td>
            <td class="slds-cell-wrap" data-label="Can Select Equivalency" headers="d92413e508">No</td>
            <td class="slds-cell-wrap" data-label="User Action" headers="d92413e511">Select the course credit transfer application when reviewing the applicant
              documents </td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" data-label="Course Credit Transfer Application with External Learning Exists" headers="d92413e499">Yes</td>
            <td class="slds-cell-wrap" data-label="Learning Equivalencies Available" headers="d92413e502">No</td>
            <td class="slds-cell-wrap" data-label="Equivalency" headers="d92413e505">Show: No Equivalency</td>
            <td class="slds-cell-wrap" data-label="Can Select Equivalency" headers="d92413e508">No</td>
            <td class="slds-cell-wrap" data-label="User Action" headers="d92413e511">Audit the course credit transfer application and define learning equivalency to
              match</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" data-label="Course Credit Transfer Application with External Learning Exists" headers="d92413e499">Yes</td>
            <td class="slds-cell-wrap" data-label="Learning Equivalencies Available" headers="d92413e502">Yes (None selected)</td>
            <td class="slds-cell-wrap" data-label="Equivalency" headers="d92413e505">Empty (Salesforce will await user to select equivalency)</td>
            <td class="slds-cell-wrap" data-label="Can Select Equivalency" headers="d92413e508">Yes</td>
            <td class="slds-cell-wrap" data-label="User Action" headers="d92413e511">Select a learning equivalency</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" data-label="Course Credit Transfer Application with External Learning Exists" headers="d92413e499">Yes</td>
            <td class="slds-cell-wrap" data-label="Learning Equivalencies Available" headers="d92413e502">Yes (Selected)</td>
            <td class="slds-cell-wrap" data-label="Equivalency" headers="d92413e505">Shows the selected equivalency and achievement details</td>
            <td class="slds-cell-wrap" data-label="Can Select Equivalency" headers="d92413e508">
              <p>Yes, if more than one equivalency match is found</p>
              <p>No, if only one equivalency match is found</p>
            </td>
            <td class="slds-cell-wrap" data-label="User Action" headers="d92413e511">If more than one equivalency match is found, select another learning
              equivalency.</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" data-label="Course Credit Transfer Application with External Learning Exists" headers="d92413e499">Yes</td>
            <td class="slds-cell-wrap" data-label="Learning Equivalencies Available" headers="d92413e502">Yes (Selected, but ineligible)</td>
            <td class="slds-cell-wrap" data-label="Equivalency" headers="d92413e505">Show: Not eligible for transfer and a minimum numeric grade message</td>
            <td class="slds-cell-wrap" data-label="Can Select Equivalency" headers="d92413e508">Yes</td>
            <td class="slds-cell-wrap" data-label="User Action" headers="d92413e511">Verify the status of the course credit transfer application record</td>
          </tr>
          <tr class="">
            <td class="slds-cell-wrap" data-label="Course Credit Transfer Application with External Learning Exists" headers="d92413e499">Yes</td>
            <td class="slds-cell-wrap" data-label="Learning Equivalencies Available" headers="d92413e502">Yes (Selected)</td>
            <td class="slds-cell-wrap" data-label="Equivalency" headers="d92413e505">Shows missing requirements</td>
            <td class="slds-cell-wrap" data-label="Can Select Equivalency" headers="d92413e508">Yes</td>
            <td class="slds-cell-wrap" data-label="User Action" headers="d92413e511">Select a requirement</td>
          </tr>
        </tbody></table>

## 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92413e704">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e704 ">To create an academic review request:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e704 ">Education Cloud Full Access permission set</td>

              </tr>
            </tbody>
          </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92413e908">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e908 ">To review academic review requests:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e908 ">Education Cloud Full Access permission set</td>

              </tr>
            </tbody>
          </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92413e1068">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e1068 ">To validate transfer credit applications:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e1068 ">Education Cloud Full Access permission set</td>

              </tr>
            </tbody>
          </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92413e1204">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e1204 ">To post transfer credits:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92413e1204 ">Education Cloud Full Access permission set</td>

              </tr>
            </tbody>
          </table>

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.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d92413e1313-option" id="d92413e1317">Inbound Credit Utilization Rate</th><td style="vertical-align:top;" headers="d92413e1313-desc d92413e1317">Computes and displays the utilization metric.</td></tr><tr class=""><th style="vertical-align:top;" headers="d92413e1313-option" id="d92413e1326">Requirement Completion Impact Estimate</th><td style="vertical-align:top;" headers="d92413e1313-desc d92413e1326">Computes and shows the metrics.</td></tr></tbody></table>