Set Up Transfer Credit Agent

User Permissions Needed
To set up the Transfer Credit Agent:	Education Cloud Full Access AND Manage Agentforce Service Agents AND Manage AI Agents AND Data Cloud Architect AND Prompt Template Manager

Prerequisites for Transfer Credit Agent Configuration

Configure Data 360 Resources for the Transfer Credit Agent

Create a data stream for each of the Account, External Learning, and Learning Program objects to ingest Salesforce CRM data into Data 360.
For the Account data stream, include the Is Person Account field. For the External Learning data stream, include the Provider and Active fields.
Create a formula field in the External Learning data stream.
This formula field turns the Active text field into a boolean field. When providing the details,
1. Give the field a distinct label. For example, Active Formula.
2. For Formula Return Type, select Boolean.
3. From the Attributes tab, select Active.
4. For Transformation Formula, update the formula to make the Active text field a boolean field.
Map the formula field that you created to the Is Active field on the External Learning data model object.
1. From the Data Streams tab, find and select the External Learning data stream that you created.
2. Click Start Data Mapping.
3. On the Data Model entities canvas, click Select Objects.
4. Add External Learning and click Done.
5. On the External Learning data stream canvas, select the formula field that you created.
6. Click the Is Active field on the Data Model entities canvas to establish the mapping connection.
  A confirmation appears with an arrow connecting the fields.
7. Save your changes.
8. On the External Learning data stream page, click Refresh Now to ingest the data into the data model object.
Map the Is Person Account field in the Account data stream to a custom Is Person Account field on the Account data model object.
1. From the Data Streams tab, find and select the Account data stream that you created.
2. Click Start Data Mapping.
3. On the Data Model entities canvas, click Select Objects.
4. Add Account and click Done.
5. On the Data Model entities canvas, expand Unmapped, and then click Add New Field.
6. Enter Is Person Account as the field label and API name, and then select Text as the data type.
7. Save your changes.
8. Map Is Person Account in the Account data stream to Is Person Account on the Account data model object.
9. Refresh the Account data stream to ingest the data into the data model object.
Create a hybrid search index for each of the Account, External Learning, and Learning Program objects.
1. For Chunking, add these fields to Account and External Learning.
  - Account: Is Person Account
  - External Learning: Provider, Name, Status, and Field of Study
  If needed, add more fields that you want to use for searching and filtering.
2. For Fields for Filtering, add these fields to Account and External Learning.
  - Account: Is Person Account
  - External Learning: Provider and Is Active
  If needed, add more fields that you want to use for filtering.

Create an individual data retriever for each of the Account, External Learning, and Learning Program objects.

For Define Retriever Results, define a filter to narrow the search results for Account and External Learning.

For Account, add this condition.

Dynamic	Field	Operator	Value
Unselected	Is Person Account	Equal To	False

For External Learning, add these conditions.

Dynamic	Field	Operator	Value
Unselected	Is Active	Equal To	True
Selected	Provider	Equal To	{$Provider}

For Configure Retriever Results, specify these fields to return for Account and External Learning.
- For Account, Account Id.
- For External Learning, specify Name, External Learning Id, Learning, Status, Provider, and Is Active.
To present more information to the users, add more fields to return.

Update Prompt Templates for the Transfer Credit Agent

Use the data retriever to update the Get External Learning Data prompt template.
1. From Setup, find and select Prompt Builder.
2. Under Prompt Templates, select Get External Learning Data.
3. Click Save As and click Save as a New Version.
4. Scroll to the end of the prompt, find PLACEHOLDER_FOR_DATA_RETRIEVER, and then delete the placeholder text.
5. Click Insert Resource, and under Actions, select Search.
6. Click Configure Search, and then select the retriever that you created for External Learning.
7. In Search Text, enter Input:externalLearningNames.
8. For Output Fields, select the fields that you specified to return in the External Learning data retriever.
9. For pre-filter, select input:institutionID.
10. Apply and insert the resource.
11. Save and activate the prompt template.
Similarly, update the Get Institution Data and Get Learning Programs prompt templates.
1. For Get Institution Data, only update the Search Text field. Enter Input:institutionName.
2. For Get Learning Programs, only update the Search Text field. Enter Input:learningProgramName.

Create the Transfer Credit Agent

Turn on the Transfer Credit Agent.
1. From Setup, find and select Set Up Education Cloud.
2. Under Set Up Agentforce for Education Cloud, turn on Student Recruitment and Transfer Credit Agent.
Create an Agentforce Service agent for guest users.
As part of the setup process, add the Transfer Credit Equivalency subagent and customize the subagent instructions. Customization makes sure that the agent provides accurate information about your institution that matches your academic policies and terminology.
Remove any unnecessary subagents.
Update the email address for the Einstein Agent User.
Replace the default email address with an email address that you can access.
Verify the email address for the Einstein Agent User. See Requirements to Send Email from Salesforce.

Important To send and receive email verification codes to guest users, the Transfer Credit Agent requires domain-level and user-level email verification. Email delivery fails if either the Einstein Agent User's email address or the email-sending domain is unverified.

Clone, customize, and assign the Education Cloud AI Agent Access permission set to the Einstein Agent User.

Set these object and field permissions in your permission set.

Object	Object permissions	Field permissions
Account	Read, Create, Edit	Read for these fields: Account Name Account Owner
Contact	Read	Read for these fields: Name Email
Course Credit Transfer Application	Read, Create, Edit	Read and Edit for these fields: Learning Name Learning Identifier Requested Learning Provider Learning Letter Grade Learning Numeric Grade Type Learning Academic Season Learning Academic Year Learning Duration Prior Learning Evaluation Owner Name For Estimate
External Learning	Read	Read for these fields: Name Learning Provider Active
Learning	Read	Read for these fields: Name Type Previous Learning Version Revised Learning Version Learning System ID Version
Learning Achievement	Read	Read for these fields: Name Record Type
Learning Course	Read	Read for these fields: Name Learning Provider Active From Date Active To Date CIP Code Academic Level Active Description Linked Only Course Type Previous Learning Version Revised Learning Version Learning System ID Version
Learning Equivalency	Read	Read for these fields: Name Active Published Start Date End Date Type Category Status
Learning Equivalency Learning	Read	Read for these fields: Learning Learning Equivalency
Learning Equivalency Achievement Mapping	Read	Read for these fields: Learning Equivalency Source Target
Learning Outcome Item	Read	Read for these fields: Name Learning Learning Achievement Duration Duration Unit Category Minimum Numeric Grade Minimum Letter Grade Primary Created Date
Learning Program	Read	Read for these fields: Name Academic Level Active
Prior Learning Evaluation	Read, Create, Edit	Read and Edit for these fields: Name Account Contact Owner Name Parent Prior Learning Evaluation Request Result
Product	Read	Use default selections.

Assign these record types to the Account object.
- Business
- College
- Military
- Person Account
- Secondary School
Select these system permissions.
- Access Education Cloud Components
- Access Education Cloud Objects
- Permission to access the Action Plans feature
For internal sharing, update your org-wide sharing settings to give Public Read Only access to these objects.
- Learning
- Learning Equivalency

Configure the Transfer Credit Agent

Modify these agent actions to verify a guest user's identity before creating any data about them. These configurations make sure that the agent generates data and shares it with a guest user securely.

In the Agent Builder, create a filter and add it to the Create Prior Learning Evaluation action. See Features in Actions Available for Reasoning in Building Agents in Canvas View.

The filter checks the value of the isVerified variable. Your agent only calls the Create Prior Learning Evaluation action when the filter condition is met. Name the filter isVerified, and then set the filter condition.

Resources	Operator	Value
isVerified	Equal	True

Create variables to store and reuse the verification email address, account ID, contact ID, and verified email address of a guest user.

Give each variable an easily identifiable name. For example:

Name	API Name	Data Type	Allow value to be set by API	Allow LLM to use value
Verification Email Address	verificationEmailAddress	Text	Selected	Unselected
Verified Account ID	verifiedAccountId	Text	Selected	Unselected
Verified Contact ID	verifiedContactId	Text	Selected	Unselected
Verified Email Address	verifiedEmailAddress	Text	Selected	Unselected

Map the authenticationKey variable and the verificationEmailAddress variable that you created to the outputs of the EDU Cloud: Send Email Verification action. See Create Variables in Agentforce Builder.
These mappings pass two values that are used to validate the user's identity to the EDU Cloud: Verify Email Code action: the authentication key and verification code combination, and the user-provided email address.

Map these variables to the inputs of the EDU Cloud: Verify Email Code action.

These mappings make sure that the EDU Cloud: Verify Email Code action captures the authentication key and verification code combination, and also the verification email address.

Variable	Input
authenticationKey	Authentication Key
verificationEmailAddress	Verification Email Address

Map these variables to the outputs of the EDU Cloud: Verify Email Code action.

Variable	Output
isVerified	Is Verified
verifiedEmailAddress	Verified Email Address
verifiedContactId	Verified Contact ID
verifiedAccountId	Verified Account ID

Set Up the Transfer Credit Agent for Experience Cloud Users

Add the agent to your portal on the Experience Cloud site.
The Transfer Credit Agent shows users the JSON output from actions in addition to prior learning equivalencies. Customize your Experience Cloud site to improve the user experience and control what the agent shows.
1. Add markup to the page <head> by entering this script.
```
<script type='text/javascript'>
   window.addEventListener("onEmbeddedMessagingReady", () => {
        // Embedded Messaging app ready
        embeddedservice_bootstrap.settings.disableStreamingResponses = true;
    });
</script>
```
2. In Security & Privacy, select a security level.
  For Security Level, select Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts.
3. Add your Experience Cloud site as a trusted site for scripts. See Where to Allow Hosts of Script Resources.
  To locate the URL of your site, from Setup, find and select Digital Experiences, and then click All Sites. Find the URL of your site in the All Sites list view.
4. Publish your site.