---
schema_version: "1"
id: 1b565bff88628b6a43f913486db34ec4f4e358bf06ca644bd5358c6bd36d18bb
title: Set Up Your Org for Transfer Credits
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_org_for_transfer_credits.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_org_for_transfer_credits.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7c2f181c878e2cb5db23c1f2671243f909b182fd94b9219eca4fa3050d890573
description: Configure Education Cloud so learners can submit transfer credit requests and transcripts, and staff can review and process them.
products:
  - Education
release: "264"
---
# Set Up Your Org for Transfer Credits

Configure Education Cloud so learners can submit transfer credit requests and transcripts, and staff can review and process them.

### 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d81901e75">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81901e75 ">To set up your org for transfer credits:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81901e75 ">Education Cloud Full Access permission set</td>

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Transfer credit processing lets learners submit prior coursework or other learning for evaluation toward program requirements. To support this process in Education Cloud, configure learner and staff access, the pages used to review applications, document and record types, and transfer credit utilization metrics.

- **[Configure Access and Sharing for Transfer Credits](https://help.salesforce.com/s/articleView?id=sfdo.ec_access_and_sharing_for_transfer_credits.htm&release=264.0.0&type=5)**  
    Assign permission sets, update sharing settings, and grant staff and portal users access to transfer credit records and flows.
- **[Configure Page Layouts and Record Pages for Transfer Credit Reviews](https://help.salesforce.com/s/articleView?id=sfdo.ec_page_layouts_and_record_pages_for_transfer_credits.htm&release=264.0.0&type=5)**  
    Add the buttons, fields, related lists, and tabs that staff use to review transfer credit applications and academic review requests.
- **[Configure Transfer Credit Data and Record Types](https://help.salesforce.com/s/articleView?id=sfdo.ec_transfer_credit_data_and_record_types.htm&release=264.0.0&type=5)**  
    Define transcript document types, picklist values, and record types for learning achievements, source accounts, and transfer credit cases.
- **[Set Up Transfer Credit Support and Utilization Metrics](https://help.salesforce.com/s/articleView?id=sfdo.ec_transfer_credit_support_and_utilization_metrics.htm&release=264.0.0&type=5)**  
    Create the support process and configure the utilization metrics that summarize inbound credits and their impact on requirement completion.