Transfer Credit Agent helps prospective students make application decisions by providing estimates on transferable credits right in an agent session. It reduces the response time for evaluations and saves previous estimates to give students continuous access.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer with Education Cloud and the applicable Agentforce add-on license |
Use the Transfer Credit Agent to determine the transfer credit equivalencies for courses, examinations, work experience, military experience, and other prior learning that a prospective student completed at external institutions. An unauthenticated guest user can save the equivalency estimates generated in an agent session and use them in their application for transfer credits. The agent verifies the identity of the guest user before saving their transfer credit estimates.
The Transfer Credit Agent includes one subagent and these actions.
| Subagent | Description | Agent Action |
|---|---|---|
|
Transfer Credit Equivalency |
Use this topic to determine the transfer credit equivalencies for courses, examinations, work experience, military experience, and other prior learning that the user completed at external institutions. |
- Configure Transfer Credit Agent Flows
To give unauthenticated guest users access to the Transfer Credit Agent, clone and modify the EDU Admissions: Process Person Account and EDU Admissions: Create Prior Learning Evaluation flows. - Set Up Transfer Credit Agent
Configure the Transfer Credit Agent to provide estimates of transferable credits for unauthenticated guest users.