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Transfer Agreement

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Table of Contents

Transfer Agreement Important fields

Transfer Agreement


The Transfer Agreement object (added in v3.9) identifies the individual Courses lined up for transfer. Additionally, it holds details about the student’s Transfer Agreement, and links to an Agreement record that has the predefined Agreement Courses.


Transfer Agreement is to be created if the credit transfer that a student requests is an outgoing type.

For example, a student from your university is transferring to another university. Thus, the credits from Courses completed here, will be transferred to the Courses in another external university.

To find out how this object works in relation to credit transfer, head here.


For example, when students want to transfer out for a Term, they first need to create a new Transfer Agreement record, and then request credit transfer for individual Courses (which is linked to this new Transfer Agreement).

The Transfer Credit object also has a "Type" field to indicate the type of credit transfer (default / outgoing). If it is an outgoing transfer, it will look up to this Transfer Agreement.



Important fields

Field Description
Transfer Agreement Name Name of this Transfer Agreement being created.
Agreement Lookup to the related Agreement object.
Agreement Start Term Lookup to the starting Term the Agreement takes place.
Agreement End Term Lookup to the final Term for the Agreement i.e. the completion of the exchange program.
Status Status of this Transfer Agreement. Picklist options:
  • Draft.
  • Submitted.
  • Active.
  • Expired.



outgoing credit transfer mobility/exchange program/enroll different university

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