---
schema_version: "1"
id: c85cfe17989ca6b99d45ace91c292c100d1b61375774e329af5dc69f5ee58270
title: Transfer Credit Agent for Education Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_transfer_credit_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_transfer_credit_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e5ecb90d8102b3ba1988e7a38591b2d74e709ef3d3b17992c2ce4a17372c6d8b
description: 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.
products:
  - Education
release: "264"
---
# Transfer Credit Agent for Education Cloud

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

<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>Unlimited</strong>, and <strong>Developer</strong> with Education Cloud and the applicable Agentforce add-on license</td></tr></tbody></table>

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.

<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="d157416e66">Subagent</th>
        <th class="slds-cell-wrap" scope="col" id="d157416e69">Description</th>
        <th class="slds-cell-wrap" scope="col" id="d157416e72">Agent Action</th>
      </tr></thead>
      <tbody><tr class="">
        <td class="slds-cell-wrap" data-label="Subagent" headers="d157416e66">
          <p>Transfer Credit Equivalency</p>
        </td>
        <td class="slds-cell-wrap" data-label="Description" headers="d157416e69">
          <p>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.</p>
        </td>
        <td class="slds-cell-wrap" data-label="Agent Action" headers="d157416e72">
          <ul>
            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_external_learning_data.htm&amp;language=en_US&amp;type=5" target="_blank">Get External Learning Data</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_institution_data.htm&amp;language=en_US&amp;type=5" target="_blank">Get Institution Data</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_learning_equivalencies.htm&amp;language=en_US&amp;type=5" target="_blank">Get Learning Equivalencies</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_prior_learning_evaluation.htm&amp;language=en_US&amp;type=5" target="_blank">Create Prior Learning Evaluation</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_learning_program_data.htm&amp;language=en_US&amp;type=5" target="_blank">Get Learning Program Data</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_send_email_verification.htm&amp;language=en_US&amp;type=5" target="_blank">EDU Cloud: Send Email Verification</a></li>

            <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_verify_email_code.htm&amp;language=en_US&amp;type=5" target="_blank">EDU Cloud: Verify Email Code</a></li>

          </ul>

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

- **[Configure Transfer Credit Agent Flows](https://help.salesforce.com/s/articleView?id=sfdo.ec_configure_transfer_credit_agent_flows.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_transfer_credit_agent.htm&release=264.0.0&type=5)**  
    Configure the Transfer Credit Agent to provide estimates of transferable credits for unauthenticated guest users.